Modera Wealth Management, LLC Q1 2017 Filing
Filed May 11, 2017
Portfolio Value
$399.2B
Holdings
114
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VBKVANGUARD INDEX FDS | 1,794 | $252.0M | 0.06% | |
| 102 | IJTISHARES TR | 1,648 | $252.0M | 0.06% | |
| 103 | IWMISHARES TR | 1,787 | $246.0M | 0.06% | |
| 104 | AMZNAMAZON COM INC | 269 | $238.0M | 0.06% | |
| 105 | LLYLILLY ELI & CO | 2,824 | $238.0M | 0.06% | |
| 106 | DDOMINION RES INC VA NEW | 2,835 | $220.0M | 0.06% | |
| 107 | IYHISHARES TR | 1,391 | $217.0M | 0.05% | |
| 108 | BDXBECTON DICKINSON & CO | 1,175 | $215.0M | 0.05% | |
| 109 | PSXPHILLIPS 66 | 2,690 | $213.0M | 0.05% | |
| 110 | TWXCHFTIME WARNER INC | 2,143 | $209.0M | 0.05% | |
| 111 | WBAWALGREENS BOOTS ALLIANCE INC | 2,451 | $204.0M | 0.05% | |
| 112 | PBIPITNEY BOWES INC | 12,656 | $166.0M | 0.04% | |
| 113 | —STEWARDSHIP FINL CORP | 18,702 | $160.0M | 0.04% | |
| 114 | STEWBOULDER GROWTH & INCOME FD I | 17,027 | $158.0M | 0.04% |
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