HoldingsChannel.com
Moneta Group Investment Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES INC (IEMG) 1,782,703 +53,220 $72,146
     IEMG1,782,703+53,220$72,146
SPDR SER TR (SDY) 600,275 -14,822 $47,938
     SDY600,275-14,822$47,938
SCHWAB STRATEGIC TR 684,718 +148,772 $41,939
     SCHX684,718+148,772$41,939
ISHARES TR (IDV) 1,704,912 -1,129,911 $38,531
     IDV1,704,912-1,129,911$38,531
ISHARES TR (ACWX) 736,786 +736,786 $27,740
     ACWX736,786+736,786$27,740
SPDR S&P 500 ETF TR (SPY) 106,277 +35,905 $27,393
     SPY106,277+35,905$27,393
VANGUARD INTL EQUITY INDEX F (VNQI) 600,093 +10,044 $25,750
     VNQI600,093+10,044$25,750
ISHARES TR (IVV) 99,040 +11,087 $25,592
     IVV99,040+11,087$25,592
ISHARES TR (SCZ) 560,785 -249,507 $25,140
     SCZ560,785-249,507$25,140
SCHWAB STRATEGIC TR 764,508 -112,341 $25,030
     SCHH764,508-112,341$25,030
VANGUARD INDEX FDS (VV) 197,247 +67,789 $23,360
     VV197,247+67,789$23,360
ISHARES TR (IWM) 192,818 -51,771 $22,070
     IWM192,818-51,771$22,070
ISHARES TR (IEFA) 412,467 +109,923 $20,578
     IEFA412,467+109,923$20,578
ISHARES TR (IWN) 244,411 -55,239 $20,049
     IWN244,411-55,239$20,049
ISHARES TR (IJR) 341,169 +39,356 $19,143
     IJR341,169+39,356$19,143
BAXTER INTL INC 223,254 +197 $18,126
     BAX223,254+197$18,126
VANGUARD INDEX FDS (VNQ) 239,127 +155,443 $16,703
     VNQ239,127+155,443$16,703
ISHARES TR (DVY) 213,027 -18,120 $15,666
     DVY213,027-18,120$15,666
SCHWAB STRATEGIC TR 351,210 +108,583 $14,807
     SCHM351,210+108,583$14,807
VANGUARD INDEX FDS (VTV) 165,798 +30,746 $14,766
     VTV165,798+30,746$14,766
ISHARES TR (IWO) 87,653 -3,772 $13,864
     IWO87,653-3,772$13,864
VANGUARD INDEX FDS (VUG) 84,626 +2,993 $13,260
     VUG84,626+2,993$13,260
BERKSHIRE HATHAWAY INC DEL      $13,130
     BRK.B68,840-1,147$12,586
     BRK.A2-8$544
APPLE INC 51,370 +1,082 $13,063
     AAPL51,370+1,082$13,063
SPDR SER TR (SPLG) 406,215 +77,870 $12,288
     SPLG406,215+77,870$12,288
ISHARES TR (EFA) 186,102 -30,761 $9,949
     EFA186,102-30,761$9,949
MARVELL TECHNOLOGY GROUP LTD 424,481 +8,103 $9,606
     MRVL424,481+8,103$9,606
ISHARES TR (IVW) 58,098 +873 $9,589
     IVW58,098+873$9,589
VANGUARD INDEX FDS (VO) 70,551 +32,825 $9,288
     VO70,551+32,825$9,288
MICROSOFT CORP 57,428 +8,309 $9,057
     MSFT57,428+8,309$9,057
ISHARES TR (IJJ) 81,713 +17,735 $8,968
     IJJ81,713+17,735$8,968
SCHWAB STRATEGIC TR 346,401 -87,468 $8,951
     SCHF346,401-87,468$8,951
SPDR SER TR (SPAB) 293,878 -105,543 $8,881
     SPAB293,878-105,543$8,881
VANGUARD INDEX FDS (VOT) 61,568 +8,142 $7,800
     VOT61,568+8,142$7,800
SCHWAB STRATEGIC TR 95,844 +35,775 $7,634
     SCHG95,844+35,775$7,634
VANGUARD INDEX FDS (VBK) 50,093 +1,089 $7,529
     VBK50,093+1,089$7,529
ISHARES TR (IVE) 76,332 +7,741 $7,347
     IVE76,332+7,741$7,347
VANGUARD ADMIRAL FDS INC (VIOO) 70,326 +70,326 $7,207
     VIOO70,326+70,326$7,207
VANGUARD INDEX FDS (VOE) 82,359 +9,920 $6,695
     VOE82,359+9,920$6,695
CENTENE CORP DEL 107,070 +87,744 $6,361
     CNC107,070+87,744$6,361
SCHWAB STRATEGIC TR 123,108 +35,616 $5,450
     SCHV123,108+35,616$5,450
PEPSICO INC 44,155 -5,900 $5,303
     PEP44,155-5,900$5,303
ISHARES TR (EFV) 145,475 +41,189 $5,192
     EFV145,475+41,189$5,192
ON SEMICONDUCTOR CORP 405,386 +956 $5,043
     ON405,386+956$5,043
ISHARES TR (EFG) 66,573 +8,322 $4,734
     EFG66,573+8,322$4,734
COMMERCE BANCSHARES INC (CBSH) 90,943 +30,537 $4,579
     CBSH90,943+30,537$4,579
SCHWAB STRATEGIC TR 220,735 +28,408 $4,567
     SCHE220,735+28,408$4,567
VANGUARD INDEX FDS (VBR) 51,408 -22,197 $4,565
     VBR51,408-22,197$4,565
VANGUARD INDEX FDS (VB) 39,406 +8,822 $4,549
     VB39,406+8,822$4,549
VANGUARD WHITEHALL FDS (VYM) 60,382 +54,822 $4,272
     VYM60,382+54,822$4,272

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 03/31/2020: $961,299
At 12/31/2019: $1,192,165

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.