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 |
|---|---|---|---|---|---|---|---|---|---|
| DOVER CORP | COM | 101 | $16,991,365 | 94,161 | 0.00 | 0.00 | -311 | -0.33 | 06-30-2024 |
| ALPHABET INC | CAP STK CL A | 102 | $16,742,473 | 91,916 | 0.00 | 0.00 | -546 | -0.59 | 06-30-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 103 | $16,679,089 | 217,459 | 0.00 | 0.00 | 12,892 | 6.30 | 06-30-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 104 | $16,462,387 | 75,502 | 0.00 | 0.00 | 3,612 | 5.02 | 06-30-2024 |
