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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT INT SC | Liquidated | $0 | 0 | 0.00 | 10,374 | +Inf | 12-31-2023 | |
| SPDR SER TR | S&P METALS MNG | Liquidated | $0 | 0 | 0.00 | 29,254 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 403 | $722,111 | 22,834 | 0.00 | 22,834 | +Inf | 12-31-2023 | |
| PPL CORP | COM | 404 | $719,370 | 26,545 | 0.00 | 0.00 | 15,240 | 134.81 | 12-31-2023 |
