HoldingsChannel.com
Moneta Group Investment Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 2,740,696 -627,728 $84,249
     IDV2,740,696-627,728$84,249
ISHARES CORE MSCI EMERGING MKTS (IEMG) 1,712,016 -22,354 $83,923
     IEMG1,712,016-22,354$83,923
SPDR S&P DIVIDEND ETF (SDY) 592,485 +1,188 $60,789
     SDY592,485+1,188$60,789
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 852,787 -59,042 $48,805
     SCZ852,787-59,042$48,805
ISHARES RUSSELL 2000 ETF (IWM) 245,956 +5,319 $37,223
     IWM245,956+5,319$37,223
ISHARES RUSSELL 2000 VALUE (IWN) 304,606 -15,817 $36,373
     IWN304,606-15,817$36,373
SCH US REIT ETF (SCHH) 759,953 +245,439 $35,847
     SCHH759,953+245,439$35,847
VANGUARD GLOBAL EX U.S. REAL ESTATE ETF (VNQI) 540,314 +32,314 $31,657
     VNQI540,314+32,314$31,657
ISHARES CORE S&P 500 (IVV) 87,780 +12,828 $26,204
     IVV87,780+12,828$26,204
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 354,194 +229,746 $25,123
     SCHX354,194+229,746$25,123
ISHARES DJ SELECT DIVIDEND (DVY) 229,534 +5,257 $23,401
     DVY229,534+5,257$23,401
ISHARES S&P SMALLCAP 600 ETF (IJR) 281,102 -1,895 $21,881
     IJR281,102-1,895$21,881
SPDR S&P 500 ETF (SPY) 67,409 +8,129 $20,005
     SPY67,409+8,129$20,005
ISHARES RUSSELL 2000 GROWTH ETF (IWO) 92,004 -5,467 $17,732
     IWO92,004-5,467$17,732
BERKSHIRE HATHAWAY INC DEL CL B NEW      $17,536
     BRK.B69,311-145$14,418
     BRK.A10UNCH$3,118
ISHARES CORE MSCI EAFE (IEFA) 286,213 +57,158 $17,479
     IEFA286,213+57,158$17,479
VANGUARD VALUE ETF (VTV) 145,852 +12,675 $16,280
     VTV145,852+12,675$16,280
ISHARES MSCI EAFE ETF (EFA) 229,367 +3,382 $14,957
     EFA229,367+3,382$14,957
VANGUARD GROWTH ETF (VUG) 89,464 -2,004 $14,876
     VUG89,464-2,004$14,876
VANGUARD LARGE CAP (VV) 109,000 +49,009 $14,860
     VV109,000+49,009$14,860
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) 390,823 -12,742 $11,584
     SPAB390,823-12,742$11,584
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 361,299 +69,027 $11,511
     SCHF361,299+69,027$11,511
APPLE INC 51,386 +12,507 $11,509
     AAPL51,386+12,507$11,509
SPDR SER TR DJ WILSHIRE LARGE CAP ETF (SPLG) 316,528 +32,307 $11,031
     SPLG316,528+32,307$11,031
BAXTER INTL INC COM 117,903 +198 $10,313
     BAX117,903+198$10,313
ISHARES S&P 500 GROWTH ETF (IVW) 54,674 +6,465 $9,843
     IVW54,674+6,465$9,843
SCHWAB US MID CAP ETF (SCHM) 171,525 +118,609 $9,698
     SCHM171,525+118,609$9,698
VANGUARD SMALL CAP VALUE ETF (VBR) 73,574 +1,297 $9,480
     VBR73,574+1,297$9,480
VANGUARD SMALL CAP GROWTH ETF (VBK) 48,583 +6,034 $8,844
     VBK48,583+6,034$8,844
VANGUARD MID CAP GROWTH ETF (VOT) 54,946 -27 $8,138
     VOT54,946-27$8,138
ISHARES S&P 500 VALUE ETF (IVE) 67,987 +5,973 $8,100
     IVE67,987+5,973$8,100
VANGUARD MID CAP VALUE ETF (VOE) 71,531 +460 $8,083
     VOE71,531+460$8,083
FORTIVE CORP COM 116,161 +111,328 $7,964
     FTV116,161+111,328$7,964
ON SEMICONDUCTOR CORP COM 404,060 +201 $7,762
     ON404,060+201$7,762
MICROSOFT 50,277 +4,681 $6,990
     MSFT50,277+4,681$6,990
PEPSICO INC COM 50,554 +9,305 $6,931
     PEP50,554+9,305$6,931
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 42,458 +6,827 $6,789
     IJJ42,458+6,827$6,789
VANGUARD MID CAP ETF (VO) 31,653 +13,688 $5,305
     VO31,653+13,688$5,305
JOHNSON & JOHNSON COM 40,315 -21,331 $5,216
     JNJ40,315-21,331$5,216
ISHARES MSCI EAFE VALUE INDEX ETF (EFV) 103,905 +12,226 $4,922
     EFV103,905+12,226$4,922
VANGUARD REIT INDEX ETF (VNQ) 52,525 +17,330 $4,898
     VNQ52,525+17,330$4,898
SPDR PORTFOLIO MID CAP ETF (SPMD) 144,438 +3,317 $4,895
     SPMD144,438+3,317$4,895
VANGUARD RUSSELL 3000 ETF (VTHR) 35,781 -1 $4,837
     VTHR35,781-1$4,837
ISHARES MSCI EAFE GROWTH INDEX ETF (EFG) 56,490 +3,958 $4,548
     EFG56,490+3,958$4,548
SCHWAB US LARGE CAP GROWTH ETF (SCHG) 53,767 +7,042 $4,517
     SCHG53,767+7,042$4,517
SCHWAB US LARGE CAP VALUE ETF (SCHV) 77,366 -2,452 $4,389
     SCHV77,366-2,452$4,389
LINCOLN NATL CORP IND COM 72,745 -83,857 $4,388
     LNC72,745-83,857$4,388
VANGUARD SMALL CAP ETF (VB) 27,832 +4,195 $4,283
     VB27,832+4,195$4,283
ISHARES S&P MIDCAP 400 GROWTH INDEX (IJK) 18,838 +882 $4,217
     IJK18,838+882$4,217
ALPHABET INC CAP STOCK CL A 3,214 +573 $3,925
     GOOGL3,214+573$3,925

See Full List: All Stocks Held By Moneta Group Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Moneta Group Investment Advisors LLC

Size ($ in 1000's)
At 09/30/2019: $1,069,790
At 06/30/2019: $1,014,945

Moneta Group Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moneta Group Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Moneta Group Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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