HoldingsChannel.com
Moneta Group Investment Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 3,368,424 +57,050 $103,478
     IDV3,368,424+57,050$103,478
ISHARES CORE MSCI EMERGING MKTS (IEMG) 1,734,370 +24,256 $89,216
     IEMG1,734,370+24,256$89,216
SPDR S&P DIVIDEND ETF (SDY) 591,297 +88,209 $59,650
     SDY591,297+88,209$59,650
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 911,829 -98,547 $52,339
     SCZ911,829-98,547$52,339
ISHARES RUSSELL 2000 VALUE (IWN) 320,423 -30,720 $38,611
     IWN320,423-30,720$38,611
ISHARES RUSSELL 2000 ETF (IWM) 240,637 -927 $37,419
     IWM240,637-927$37,419
VANGUARD GLOBAL EX U.S. REAL ESTATE ETF (VNQI) 508,000 +106,405 $29,972
     VNQI508,000+106,405$29,972
SCH US REIT ETF (SCHH) 514,514 +107,537 $22,865
     SCHH514,514+107,537$22,865
ISHARES DJ SELECT DIVIDEND (DVY) 224,277 -1,461 $22,329
     DVY224,277-1,461$22,329
ISHARES S&P SMALLCAP 600 ETF (IJR) 282,997 +25,395 $22,153
     IJR282,997+25,395$22,153
ISHARES CORE S&P 500 (IVV) 74,952 -2,167 $22,092
     IVV74,952-2,167$22,092
ISHARES RUSSELL 2000 GROWTH ETF (IWO) 97,471 +334 $19,579
     IWO97,471+334$19,579
BERKSHIRE HATHAWAY INC DEL CL B NEW      $17,990
     BRK.B69,456+100$14,806
     BRK.A10UNCH$3,184
SPDR S&P 500 ETF (SPY) 59,280 -15,716 $17,369
     SPY59,280-15,716$17,369
RED HAT INC. 89,604 -314 $16,824
     RHT89,604-314$16,824
VANGUARD GROWTH ETF (VUG) 91,468 -4,134 $14,945
     VUG91,468-4,134$14,945
ISHARES MSCI EAFE ETF (EFA) 225,985 -10,740 $14,854
     EFA225,985-10,740$14,854
VANGUARD VALUE ETF (VTV) 133,177 -6,059 $14,772
     VTV133,177-6,059$14,772
ISHARES CORE MSCI EAFE (IEFA) 229,055 +16,467 $14,064
     IEFA229,055+16,467$14,064
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) 403,565 +403,565 $11,772
     SPAB403,565+403,565$11,772
LINCOLN NATL CORP IND COM 156,602 +9 $10,093
     LNC156,602+9$10,093
SPDR SER TR DJ WILSHIRE LARGE CAP ETF (SPLG) 284,221 +197,191 $9,817
     SPLG284,221+197,191$9,817
BAXTER INTL INC COM 117,705 +106 $9,640
     BAX117,705+106$9,640
VANGUARD SMALL CAP VALUE ETF (VBR) 72,277 +4,298 $9,435
     VBR72,277+4,298$9,435
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 292,272 +14,948 $9,379
     SCHF292,272+14,948$9,379
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 124,448 +61,366 $8,735
     SCHX124,448+61,366$8,735
ISHARES S&P 500 GROWTH ETF (IVW) 48,209 -4,860 $8,641
     IVW48,209-4,860$8,641
JOHNSON & JOHNSON COM 61,646 -9,418 $8,586
     JNJ61,646-9,418$8,586
VANGUARD MID CAP GROWTH ETF (VOT) 54,973 -2,553 $8,208
     VOT54,973-2,553$8,208
ON SEMICONDUCTOR CORP COM 403,859 +2,352 $8,162
     ON403,859+2,352$8,162
VANGUARD LARGE CAP (VV) 59,991 +34,744 $8,082
     VV59,991+34,744$8,082
VANGUARD SMALL CAP GROWTH ETF (VBK) 42,549 -2,783 $7,923
     VBK42,549-2,783$7,923
VANGUARD MID CAP VALUE ETF (VOE) 71,071 +1,568 $7,913
     VOE71,071+1,568$7,913
APPLE INC 38,879 +13,757 $7,695
     AAPL38,879+13,757$7,695
ISHARES S&P 500 VALUE ETF (IVE) 62,014 -1,965 $7,229
     IVE62,014-1,965$7,229
MICROSOFT 45,596 +17,667 $6,108
     MSFT45,596+17,667$6,108
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 35,631 +25 $5,682
     IJJ35,631+25$5,682
PEPSICO INC COM 41,249 -726 $5,409
     PEP41,249-726$5,409
SPDR PORTFOLIO MID CAP ETF (SPMD) 141,121 -7,064 $4,808
     SPMD141,121-7,064$4,808
VANGUARD RUSSELL 3000 ETF (VTHR) 35,782 +7,535 $4,793
     VTHR35,782+7,535$4,793
SCHWAB US LARGE CAP VALUE ETF (SCHV) 79,818 +37,290 $4,481
     SCHV79,818+37,290$4,481
ISHARES MSCI EAFE VALUE INDEX ETF (EFV) 91,679 +91,679 $4,407
     EFV91,679+91,679$4,407
ISHARES MSCI EAFE GROWTH INDEX ETF (EFG) 52,532 +52,532 $4,243
     EFG52,532+52,532$4,243
ISHARES S&P MIDCAP 400 GROWTH INDEX (IJK) 17,956 +83 $4,063
     IJK17,956+83$4,063
ISHARES COHEN & STEERS REIT ETF (ICF) 35,047 -7,120 $3,948
     ICF35,047-7,120$3,948
BOSTON SCIENTIFIC CORP 90,484 +307 $3,889
     BSX90,484+307$3,889
SCHWAB US LARGE CAP GROWTH ETF (SCHG) 46,725 +20,992 $3,888
     SCHG46,725+20,992$3,888
VANGUARD SMALL CAP ETF (VB) 23,637 +14,730 $3,703
     VB23,637+14,730$3,703
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 101,760 +697 $3,642
     SPEM101,760+697$3,642
COMMERCE BANCSHARES INC COM (CBSH) 59,621 -13,786 $3,557
     CBSH59,621-13,786$3,557

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 06/30/2019: $1,014,945
At 03/31/2019: $956,930

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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