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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | COM | 251 | $2,355,843 | 8,120 | 0.00 | 0.00 | 35 | 0.43 | 06-30-2024 |
| VANGUARD WORLD FD | ESG US STK ETF | 252 | $2,343,083 | 24,250 | 0.00 | 0.00 | 95 | 0.39 | 06-30-2024 |
| INTEL CORP | COM | 253 | $2,317,519 | 74,831 | 0.00 | 0.00 | -1,015 | -1.34 | 06-30-2024 |
| CATERPILLAR INC | COM | 254 | $2,271,704 | 6,820 | 0.00 | 0.00 | -186 | -2.65 | 06-30-2024 |
