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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI TOTAL | 701 | $282,923 | 4,188 | 0.00 | 0.00 | 957 | 29.62 | 06-30-2024 |
| LABORATORY CORP AMER HLDGS | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 0.39 | 06-30-2024 |
| ISHARES TR | US HLTHCARE ETF | 703 | $280,893 | 4,585 | 0.00 | 0.00 | -791 | -14.71 | 06-30-2024 |
| BUILDERS FIRSTSOURCE INC | COM | 704 | $280,834 | 2,029 | 0.00 | 0.00 | 3 | 0.15 | 06-30-2024 |
