Modera Wealth Management, LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$7.4B
Holdings
607
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (607 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $437.1B |
VEAVANGUARD TAX-MANAGED FDS | $288.6B |
VTVVANGUARD INDEX FDS | $287.2B |
VIGVANGUARD SPECIALIZED FUNDS | $286.7B |
AQLTISHARES TR | $265.0B |
STIPISHARES TR | $202.5B |
AAPLAPPLE INC | $191.4B |
IJRISHARES TR | $172.1B |
DFACDIMENSIONAL ETF TRUST | $169.1B |
MSFTMICROSOFT CORP | $153.2B |
IVVISHARES TR | $145.8B |
DFAUDIMENSIONAL ETF TRUST | $135.5B |
AVDVAMERICAN CENTY ETF TR | $115.8B |
EFVISHARES TR | $112.4B |
DFIVDIMENSIONAL ETF TRUST | $100.4B |
IWFISHARES TR | $96.2B |
DFUVDIMENSIONAL ETF TRUST | $95.2B |
IUSVISHARES TR | $93.5B |
IWDISHARES TR | $82.7B |
DFSVDIMENSIONAL ETF TRUST | $82.7B |
AVUSAMERICAN CENTY ETF TR | $80.6B |
VWOVANGUARD INTL EQUITY INDEX F | $80.4B |
VCSHVANGUARD SCOTTSDALE FDS | $76.8B |
SCZISHARES TR | $76.1B |
IEMGISHARES INC | $73.7B |
IJSISHARES TR | $69.3B |
DFUSDIMENSIONAL ETF TRUST | $69.3B |
IVWISHARES TR | $68.1B |
AVGOBROADCOM INC | $68.0B |
LOWLOWES COS INC | $66.2B |
VBRVANGUARD INDEX FDS | $65.4B |
GOOGALPHABET INC | $57.3B |
BLKBLACKROCK INC | $56.2B |
JPMJPMORGAN CHASE & CO. | $56.2B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $53.0B |
SPYSPDR S&P 500 ETF TR | $52.1B |
CSCOCISCO SYS INC | $50.9B |
VTIVANGUARD INDEX FDS | $49.8B |
IJHISHARES TR | $49.6B |
VVISA INC | $46.6B |
EFAISHARES TR | $46.5B |
VONGVANGUARD SCOTTSDALE FDS | $45.8B |
AMZNAMAZON COM INC | $45.8B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $44.9B |
DFATDIMENSIONAL ETF TRUST | $41.9B |
LLYELI LILLY & CO | $41.5B |
JNJJOHNSON & JOHNSON | $37.9B |
BIVVANGUARD BD INDEX FDS | $36.3B |
IWMISHARES TR | $36.0B |
SCHXSCHWAB STRATEGIC TR | $34.8B |
JPUSJ P MORGAN EXCHANGE TRADED F | $34.2B |
VTEBVANGUARD MUN BD FDS | $33.9B |
DFASDIMENSIONAL ETF TRUST | $33.8B |
AMGNAMGEN INC | $33.8B |
WSMWILLIAMS SONOMA INC | $33.0B |
HDHOME DEPOT INC | $30.8B |
IUSGISHARES TR | $30.0B |
ADPAUTOMATIC DATA PROCESSING IN | $29.6B |
AVDEAMERICAN CENTY ETF TR | $27.4B |
PNCPNC FINL SVCS GROUP INC | $27.3B |
MBBISHARES TR | $26.8B |
PGPROCTER AND GAMBLE CO | $26.4B |
REETISHARES TR | $25.6B |
MUBISHARES TR | $25.6B |
IAGGISHARES TR | $25.6B |
NVONOVO-NORDISK A S | $25.0B |
SCHGSCHWAB STRATEGIC TR | $24.7B |
VBVANGUARD INDEX FDS | $23.6B |
IPGINTERPUBLIC GROUP COS INC | $23.5B |
PEPPEPSICO INC | $23.3B |
FLOTISHARES TR | $23.1B |
EMREMERSON ELEC CO | $22.9B |
SCHMSCHWAB STRATEGIC TR | $22.0B |
IWNISHARES TR | $21.8B |
SUBISHARES TR | $21.6B |
IWBISHARES TR | $21.0B |
SCHPSCHWAB STRATEGIC TR | $20.8B |
DIHPDIMENSIONAL ETF TRUST | $20.2B |
AGGISHARES TR | $20.0B |
VOVANGUARD INDEX FDS | $19.5B |
EAELECTRONIC ARTS INC | $19.5B |
UNHUNITEDHEALTH GROUP INC | $18.5B |
VCITVANGUARD SCOTTSDALE FDS | $17.9B |
WMTWALMART INC | $17.8B |
BSVVANGUARD BD INDEX FDS | $17.7B |
DFAEDIMENSIONAL ETF TRUST | $17.1B |
SYKSTRYKER CORPORATION | $16.6B |
VBKVANGUARD INDEX FDS | $16.3B |
DOVDOVER CORP | $16.3B |
BRK-BBERKSHIRE HATHAWAY INC DEL | $16.0B |
ABBVABBVIE INC | $15.7B |
UPSUNITED PARCEL SERVICE INC | $15.2B |
GOOGLALPHABET INC | $15.0B |
IVEISHARES TR | $14.9B |
BNDVANGUARD BD INDEX FDS | $14.8B |
SBUXSTARBUCKS CORP | $14.7B |
MGCVANGUARD WORLD FD | $14.6B |
ABTABBOTT LABS | $14.4B |
VOOVANGUARD INDEX FDS | $14.1B |
ORCLORACLE CORP | $14.0B |
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