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 | COMM SRVC ETF | 501 | $495,447 | 3,585 | 0.00 | 0.00 | 85 | 2.43 | 06-30-2024 |
| ISHARES TR | U.S. FINLS ETF | 502 | $492,710 | 5,210 | 0.00 | 0.00 | -200 | -3.70 | 06-30-2024 |
| ISHARES TR | GRWT ALLOCAT ETF | 503 | $485,085 | 8,613 | 0.00 | 0.00 | 70 | 0.82 | 06-30-2024 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 504 | $481,819 | 4,906 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
