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 WORLD FD | ENERGY ETF | 401 | $779,371 | 6,109 | 0.00 | 0.00 | 62 | 1.03 | 06-30-2024 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 402 | $775,828 | 2,484 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 403 | $771,652 | 3,361 | 0.00 | 0.00 | -405 | -10.75 | 06-30-2024 |
| INTUITIVE SURGICAL INC | COM NEW | 404 | $767,812 | 1,726 | 0.00 | 0.00 | -13 | -0.75 | 06-30-2024 |
