HoldingsChannel.com
Moneta Group Investment Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 2,834,823 +94,127 $95,165
     IDV2,834,823+94,127$95,165
ISHARES CORE MSCI EMERGING MKTS (IEMG) 1,729,483 +17,467 $92,977
     IEMG1,729,483+17,467$92,977
SPDR S&P DIVIDEND ETF (SDY) 615,097 +22,612 $66,166
     SDY615,097+22,612$66,166
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 810,292 -42,495 $50,465
     SCZ810,292-42,495$50,465
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 535,946 +181,752 $41,166
     SCHX535,946+181,752$41,166
ISHARES RUSSELL 2000 ETF (IWM) 244,589 -1,367 $40,521
     IWM244,589-1,367$40,521
SCH US REIT ETF (SCHH) 876,849 +116,896 $40,300
     SCHH876,849+116,896$40,300
ISHARES RUSSELL 2000 VALUE (IWN) 299,650 -4,956 $38,529
     IWN299,650-4,956$38,529
VANGUARD GLOBAL EX U.S. REAL ESTATE ETF (VNQI) 590,049 +49,735 $34,866
     VNQI590,049+49,735$34,866
ISHARES CORE S&P 500 (IVV) 87,953 +173 $28,430
     IVV87,953+173$28,430
ISHARES S&P SMALLCAP 600 ETF (IJR) 301,813 +20,711 $25,307
     IJR301,813+20,711$25,307
ISHARES DJ SELECT DIVIDEND (DVY) 231,147 +1,613 $24,423
     DVY231,147+1,613$24,423
SPDR S&P 500 ETF (SPY) 70,372 +2,963 $22,650
     SPY70,372+2,963$22,650
ISHARES CORE MSCI EAFE (IEFA) 302,544 +16,331 $19,738
     IEFA302,544+16,331$19,738
ISHARES RUSSELL 2000 GROWTH ETF (IWO) 91,425 -579 $19,585
     IWO91,425-579$19,585
BERKSHIRE HATHAWAY INC DEL CL B NEW      $19,248
     BRK.B69,987+676$15,852
     BRK.A10UNCH$3,396
VANGUARD LARGE CAP (VV) 129,458 +20,458 $19,139
     VV129,458+20,458$19,139
BAXTER INTL INC COM 223,057 +105,154 $18,652
     BAX223,057+105,154$18,652
VANGUARD VALUE ETF (VTV) 135,052 -10,800 $16,186
     VTV135,052-10,800$16,186
ISHARES MSCI EAFE ETF (EFA) 216,863 -12,504 $15,059
     EFA216,863-12,504$15,059
VANGUARD GROWTH ETF (VUG) 81,633 -7,831 $14,871
     VUG81,633-7,831$14,871
APPLE INC 50,288 -1,098 $14,767
     AAPL50,288-1,098$14,767
SCHWAB US MID CAP ETF (SCHM) 242,627 +71,102 $14,594
     SCHM242,627+71,102$14,594
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 433,869 +72,570 $14,591
     SCHF433,869+72,570$14,591
SPDR SER TR DJ WILSHIRE LARGE CAP ETF (SPLG) 328,345 +11,817 $12,418
     SPLG328,345+11,817$12,418
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) 399,421 +8,598 $11,735
     SPAB399,421+8,598$11,735
ISHARES S&P 500 GROWTH ETF (IVW) 57,225 +2,551 $11,081
     IVW57,225+2,551$11,081
MARVELL TECHNOLOGY GROUP LTD 416,378 +402,682 $11,059
     MRVL416,378+402,682$11,059
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 63,978 +21,520 $10,923
     IJJ63,978+21,520$10,923
VANGUARD SMALL CAP VALUE ETF (VBR) 73,605 +31 $10,089
     VBR73,605+31$10,089
ON SEMICONDUCTOR CORP COM 404,430 +370 $9,860
     ON404,430+370$9,860
VANGUARD SMALL CAP GROWTH ETF (VBK) 49,004 +421 $9,737
     VBK49,004+421$9,737
ISHARES S&P 500 VALUE ETF (IVE) 68,591 +604 $8,923
     IVE68,591+604$8,923
VANGUARD MID CAP VALUE ETF (VOE) 72,439 +908 $8,634
     VOE72,439+908$8,634
VANGUARD MID CAP GROWTH ETF (VOT) 53,426 -1,520 $8,483
     VOT53,426-1,520$8,483
VANGUARD REIT INDEX ETF (VNQ) 83,684 +31,159 $7,765
     VNQ83,684+31,159$7,765
MICROSOFT 49,119 -1,158 $7,746
     MSFT49,119-1,158$7,746
PEPSICO INC COM 50,055 -499 $6,841
     PEP50,055-499$6,841
VANGUARD MID CAP ETF (VO) 37,726 +6,073 $6,722
     VO37,726+6,073$6,722
SCHWAB US LARGE CAP GROWTH ETF (SCHG) 60,069 +6,302 $5,581
     SCHG60,069+6,302$5,581
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 30,747 +7,067 $5,409
     IWF30,747+7,067$5,409
SPDR PORTFOLIO MID CAP ETF (SPMD) 147,419 +2,981 $5,341
     SPMD147,419+2,981$5,341
SCHWAB EMERGING MARKET EQ ETF (SCHE) 192,327 +45,411 $5,264
     SCHE192,327+45,411$5,264
SCHWAB US LARGE CAP VALUE ETF (SCHV) 87,492 +10,126 $5,260
     SCHV87,492+10,126$5,260
VANGUARD RUSSELL 3000 ETF (VTHR) 35,783 +2 $5,239
     VTHR35,783+2$5,239
ISHARES MSCI EAFE VALUE INDEX ETF (EFV) 104,286 +381 $5,207
     EFV104,286+381$5,207
VANGUARD SMALL CAP ETF (VB) 30,584 +2,752 $5,066
     VB30,584+2,752$5,066
ISHARES MSCI EAFE GROWTH INDEX ETF (EFG) 58,251 +1,761 $5,037
     EFG58,251+1,761$5,037
ISHARES S&P MIDCAP 400 GROWTH INDEX (IJK) 18,840 +2 $4,486
     IJK18,840+2$4,486
ALPHABET INC CAP STOCK CL A 3,099 -115 $4,151
     GOOGL3,099-115$4,151

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 12/31/2019: $1,192,165
At 09/30/2019: $1,069,790

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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