Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MODERA WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 524 | 6,044,406,135 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $286,831,340 | 922,643 | 0.00 | 0.00 | 920,776 | 49318.48 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $279,246,060 | 5,829,771 | 0.00 | 0.00 | 7,444 | 0.13 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $203,162,779 | 1,192,270 | 0.00 | 0.00 | 80,580 | 7.25 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $197,363,556 | 1,320,158 | 0.00 | 0.00 | 477,789 | 56.72 | 12-31-2023 |
