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CIK: 0001542143
Total reported value
$9.4B
$9.4B
570 檔
13.7%
At the close of Q1 2024, Modera Wealth Management, LLC disclosed equity holdings valued at approximately $9.4B, spread across 570 reported holdings.
During Q1 2024, Modera Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 570 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 5.06% | +0.57% | +4.59% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.38% | -0.11% | -1.57% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.53% | +0.03% | +6.54% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.44% | +0.10% | +5.13% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.15% | -0.07% | +13.56% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.19% | -0.79% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.58% | +0.03% | +1.61% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.42% | -0.25% | +30.33% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.34% | -0.04% | -0.41% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.32% | -0.01% | -14.11% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.20% | +0.15% | +19.57% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +0.01% | -0.70% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.94% | -0.07% | +5.97% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.52% | +0.08% | -0.48% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.49% | -0.08% | -1.31% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.46% | +0.04% | -0.52% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.43% | -0.14% | +4.40% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.35% | -0.06% | -0.06% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.26% | — | -2.04% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.25% | +0.01% | -2.01% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.19% | -0.14% | -6.62% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.13% | -0.03% | -0.98% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.05% | +0.05% | -1.18% | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.04% | +0.10% | -0.51% | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.02% | +0.10% | +5.74% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.99% | +0.06% | -2.06% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | -0.02% | -3.54% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.99% | +0.06% | +14.24% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.04% | -0.49% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.86% | -0.02% | +4.82% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | +0.01% | +390.82% | |
| 32 | BLKCHF | Blackrock Inc | Stock-Other | 0.80% | — | -1.31% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.79% | +0.01% | -4.30% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.03% | -2.68% | |
| 35 | DFAT | Dimensional US Target Value | ETF-Other | 0.73% | +0.02% | -0.84% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.72% | -0.11% | +5.69% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.06% | -4.04% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.68% | -0.04% | -3.18% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.13% | -0.89% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.01% | -0.73% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.01% | +3.31% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.62% | +0.02% | +0.01% | |
| 43 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.61% | +0.03% | -0.43% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | +0.03% | -2.04% | |
| 45 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.58% | -0.03% | -2.43% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.57% | +0.21% | -0.66% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.07% | +0.30% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | — | -0.58% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.56% | -0.01% | -11.12% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.55% | -0.04% | -1.71% |
According to official SEC Form 13F filings, Modera Wealth Management, LLC reported a total U.S. public equity portfolio value of $9.4B across 570 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VEA, VIG) accounted for 13.7% of total reported equity market value during Q1 2024.
During Q1 2024, Modera Wealth Management, LLC's top holdings by market value included VUG (5.1%)、VEA (4.4%)、VIG (3.5%). The largest single position, VUG, represented 5.1% of total portfolio value.
In Q1 2024, Modera Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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