Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MODERA WEALTH MANAGEMENT LLC | 07-29-2024 | 06-30-2024 | 573 | 6,787,306,836 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $408,523,058 | 1,092,277 | 0.01 | 0.01 | 127,283 | 13.19 | 06-30-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $278,361,982 | 5,632,577 | 0.00 | 0.00 | -105,609 | -1.84 | 06-30-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $239,795,814 | 1,313,589 | 0.00 | 0.00 | 43,288 | 3.41 | 06-30-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $228,214,677 | 1,422,682 | 0.00 | 0.00 | 34,767 | 2.50 | 06-30-2024 |
