Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MODERA WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 524 | 6,044,406,135 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 101 | $14,454,382 | 187,670 | 0.00 | 0.00 | 119,514 | 175.35 | 12-31-2023 |
| ABBOTT LABS | COM | 102 | $14,331,307 | 130,202 | 0.00 | 0.00 | -12,317 | -8.64 | 12-31-2023 |
| ISHARES TR | US BR DEL SE ETF | Liquidated | $0 | 0 | 0.00 | 137,247 | +Inf | 12-31-2023 | |
| SCHWAB CHARLES CORP | COM | 104 | $13,824,128 | 200,932 | 0.00 | 0.00 | 10,232 | 5.37 | 12-31-2023 |
