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 SCOTTSDALE FDS | VNG RUS1000GRW | 51 | $45,133,442 | 481,116 | 0.00 | 0.00 | 11,842 | 2.52 | 06-30-2024 |
| ISHARES TR | MSCI EAFE ETF | 52 | $43,784,724 | 558,977 | 0.00 | 0.00 | -439 | -0.08 | 06-30-2024 |
| CISCO SYS INC | COM | 53 | $40,995,013 | 862,871 | 0.00 | 0.00 | -9,042 | -1.04 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 54 | $40,621,425 | 99,857 | 0.00 | 0.00 | -1,981 | -1.95 | 06-30-2024 |
