Modera Wealth Management, LLC Q2 2020 Filing
Filed August 12, 2020
Portfolio Value
$626.5M
Holdings
151
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (151 positions)
| Stock | Value |
|---|---|
JPUSJ P MORGAN EXCHANGE-TRADED F | $109.3M |
VIGVANGUARD SPECIALIZED FUNDS | $78.8M |
IEMGISHARES INC | $47.8M |
EMBISHARES TR | $42.9M |
IJHISHARES TR | $37.1M |
AQLTISHARES TR | $31.3M |
SCZISHARES TR | $30.2M |
VTVVANGUARD INDEX FDS | $18.4M |
VWOVANGUARD INTL EQUITY INDEX F | $16.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $14.6M |
IWBISHARES TR | $13.8M |
IVVISHARES TR | $12.5M |
VBRVANGUARD INDEX FDS | $11.4M |
RWOSPDR INDEX SHS FDS | $10.7M |
IWMISHARES TR | $8.2M |
IWNISHARES TR | $7.3M |
AAPLAPPLE INC | $7.2M |
MSFTMICROSOFT CORP | $7.0M |
CWBSPDR SER TR | $4.9M |
HDHOME DEPOT INC | $4.7M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $4.5M |
MDYSPDR S&P MIDCAP 400 ETF TR | $4.3M |
WDAYWORKDAY INC | $4.2M |
VTIVANGUARD INDEX FDS | $3.7M |
IWFISHARES TR | $3.5M |
EVEUREATON VANCE CORP | $3.4M |
SLYVSPDR SER TR | $3.3M |
VWOBVANGUARD WHITEHALL FDS | $3.3M |
SPYSPDR S&P 500 ETF TR | $3.0M |
JNJJOHNSON & JOHNSON | $2.1M |
PEPPEPSICO INC | $2.1M |
MMM3M CO | $2.1M |
VOVANGUARD INDEX FDS | $1.9M |
LOWLOWES COS INC | $1.9M |
MRKMERCK & CO. INC | $1.7M |
AMZNAMAZON COM INC | $1.6M |
VTVANGUARD INTL EQUITY INDEX F | $1.6M |
PGPROCTER AND GAMBLE CO | $1.6M |
LMTLOCKHEED MARTIN CORP | $1.5M |
INTCINTEL CORP | $1.4M |
BABOEING CO | $1.4M |
VGSHVANGUARD SCOTTSDALE FDS | $1.4M |
XOMEXXON MOBIL CORP | $1.4M |
BACBK OF AMERICA CORP | $1.3M |
AXPAMERICAN EXPRESS CO | $1.3M |
BACVERIZON COMMUNICATIONS INC | $1.3M |
GOOGLALPHABET INC | $1.2M |
IWVISHARES TR | $1.2M |
TAT&T INC | $1.2M |
IBMINTERNATIONAL BUSINESS MACHS | $1.2M |
IWDISHARES TR | $1.1M |
ADBEADOBE INC | $1.1M |
ICFISHARES TR | $1.0M |
HONHONEYWELL INTL INC | $1.0M |
UNPUNION PAC CORP | $944K |
PFEPFIZER INC | $937K |
IAUUSDISHARES GOLD TRUST | $934K |
GQ9SPDR GOLD TR | $927K |
GOOGALPHABET INC | $881K |
IJRISHARES TR | $802K |
IBBISHARES TR | $794K |
EFAISHARES TR | $780K |
NDQINVESCO QQQ TR | $771K |
STIPISHARES TR | $764K |
ACNACCENTURE PLC IRELAND | $750K |
AFLAFLAC INC | $748K |
IJTISHARES TR | $741K |
CVXCHEVRON CORP NEW | $719K |
CMCSACOMCAST CORP NEW | $712K |
JPMJPMORGAN CHASE & CO | $708K |
VOOVANGUARD INDEX FDS | $642K |
DISDISNEY WALT CO | $637K |
ADPAUTOMATIC DATA PROCESSING IN | $623K |
VVVANGUARD INDEX FDS | $601K |
TFCTRUIST FINL CORP | $600K |
VYMVANGUARD WHITEHALL FDS | $582K |
VTIPVANGUARD MALVERN FDS | $581K |
IUSVISHARES TR | $571K |
NSCNORFOLK SOUTHERN CORP | $559K |
ABTABBOTT LABS | $534K |
LLOEWS CORP | $514K |
VEAVANGUARD TAX-MANAGED FDS | $510K |
BMYBRISTOL-MYERS SQUIBB CO | $508K |
MOALTRIA GROUP INC | $505K |
METAFACEBOOK INC | $489K |
CSCOCISCO SYS INC | $484K |
MDLZMONDELEZ INTL INC | $482K |
AGCOAGCO CORP | $479K |
IWRISHARES TR | $477K |
KOCOCA COLA CO | $466K |
MCDMCDONALDS CORP | $433K |
NOCNORTHROP GRUMMAN CORP | $433K |
CLCOLGATE PALMOLIVE CO | $431K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $423K |
IVWISHARES TR | $422K |
IJJISHARES TR | $417K |
SHYISHARES TR | $415K |
BNDVANGUARD BD INDEX FDS | $413K |
TXNTEXAS INSTRS INC | $402K |
AMGNAMGEN INC | $402K |
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