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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ISHARES SEMICDTR | 701 | $277,681 | 482 | 0.00 | 482 | +Inf | 12-31-2023 | |
| GOLDMAN SACHS ETF TR | INNOVAT EQ ETF | Liquidated | $0 | 0 | 0.00 | 3,287 | +Inf | 12-31-2023 | |
| ISHARES TR | AGGRES ALLOC ETF | 703 | $276,417 | 4,003 | 0.00 | 4,003 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 704 | $272,444 | 1,657 | 0.00 | 1,657 | +Inf | 12-31-2023 |
