Modera Wealth Management

Latest statistics and disclosures from Modera Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Modera Wealth Management

Modera Wealth Management holds 524 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Modera Wealth Management has 524 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 4.7 $287M +9% 923k 310.88
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.6 $279M 5.8M 47.90
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Vanguard Specialized Funds Div App Etf (VIG) 3.4 $203M +7% 1.2M 170.40
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Vanguard Index Fds Value Etf (VTV) 3.3 $197M +7% 1.3M 149.50
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Apple (AAPL) 2.9 $173M -3% 898k 192.53
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Ishares Tr Core Msci Eafe (IEFA) 2.9 $173M +6% 2.5M 70.35
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.7 $162M 4.9M 33.25
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Microsoft Corporation (MSFT) 2.6 $158M 421k 376.04
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.5 $153M +2% 5.2M 29.23
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Ishares Tr Core S&p500 Etf (IVV) 2.1 $129M 269k 477.63
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Ishares Tr 0-5 Yr Tips Etf (STIP) 2.0 $121M +16642% 1.2M 98.59
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Ishares Tr Core S&p Scp Etf (IJR) 2.0 $119M +33% 1.1M 108.25
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Ishares Tr Eafe Sml Cp Etf (SCZ) 1.9 $118M 1.9M 61.90
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Dimensional Etf Trust Internatnal Val (DFIV) 1.5 $93M 2.7M 34.36
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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.5 $91M 2.5M 37.22
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $87M 286k 303.17
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Ishares Tr Eafe Value Etf (EFV) 1.4 $86M -2% 1.7M 52.10
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Ishares Tr Sp Smcp600vl Etf (IJS) 1.4 $84M -2% 816k 103.07
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Ishares Tr Core S&p Us Vlu (IUSV) 1.4 $83M +8% 978k 84.33
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Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $78M 472k 165.25
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $74M 1.8M 41.10
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Lowe's Companies (LOW) 1.2 $73M +4% 328k 222.55
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Ishares Core Msci Emkt (IEMG) 1.1 $69M 1.4M 50.58
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Dimensional Etf Trust Us Equity Etf (DFUS) 1.0 $62M 1.2M 51.83
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $59M 789k 75.10
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American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $58M +10% 711k 81.55
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Broadcom (AVGO) 0.9 $57M -5% 51k 1116.24
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.9 $55M +38% 1.9M 29.12
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Alphabet Cap Stk Cl C (GOOG) 0.9 $53M 376k 140.93
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BlackRock (BLK) 0.9 $52M 64k 811.80
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $50M 280k 179.97
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Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $49M 176k 277.15
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $47M -2% 888k 52.33
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $45M 582k 77.37
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Cisco Systems (CSCO) 0.7 $44M 880k 50.52
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Novo-nordisk A S Adr (NVO) 0.7 $44M -3% 424k 103.45
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JPMorgan Chase & Co. (JPM) 0.7 $44M 256k 170.10
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Ishares Tr Msci Eafe Etf (EFA) 0.7 $44M 578k 75.35
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.7 $42M -6% 832k 50.62
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Ishares Tr Russell 2000 Etf (IWM) 0.6 $39M +2% 194k 200.71
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $38M 669k 56.40
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Amgen (AMGN) 0.6 $37M -2% 129k 288.02
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Johnson & Johnson (JNJ) 0.6 $37M 237k 156.74
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Amazon (AMZN) 0.6 $37M 242k 151.94
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.6 $37M 469k 78.02
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Eli Lilly & Co. (LLY) 0.6 $36M -5% 62k 582.93
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J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.6 $36M 346k 102.72
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Visa Com Cl A (V) 0.6 $35M 135k 260.35
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $35M 99k 356.66
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $35M +8% 676k 51.05
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $33M -2% 140k 237.22
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Interpublic Group of Companies (IPG) 0.5 $31M -2% 944k 32.64
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Home Depot (HD) 0.5 $29M 84k 346.55
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Pepsi (PEP) 0.5 $29M 172k 169.84
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $29M 279k 104.00
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Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $28M -9% 369k 76.38
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Williams-Sonoma (WSM) 0.4 $26M 127k 201.78
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Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $26M -4% 164k 155.33
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Ishares Tr Global Reit Etf (REET) 0.4 $25M 1.0M 24.18
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $25M -2% 325k 75.32
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Procter & Gamble Company (PG) 0.4 $24M 167k 146.54
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Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $24M 234k 104.10
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PNC Financial Services (PNC) 0.4 $24M 154k 154.85
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $24M -2% 284k 82.96
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Automatic Data Processing (ADP) 0.4 $22M 96k 232.97
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Emerson Electric (EMR) 0.4 $22M -4% 224k 97.33
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $22M -2% 366k 59.62
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Target Corporation (TGT) 0.4 $22M 152k 142.42
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Ishares Tr Core Intl Aggr (IAGG) 0.3 $21M +4% 419k 49.80
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United Parcel Service CL B (UPS) 0.3 $21M 132k 157.23
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UnitedHealth (UNH) 0.3 $20M -3% 39k 526.47
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Electronic Arts (EA) 0.3 $20M 143k 136.81
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Lockheed Martin Corporation (LMT) 0.3 $19M 42k 453.24
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $19M 39k 475.30
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $18M 67k 262.26
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Ishares Tr National Mun Etf (MUB) 0.3 $16M +10% 152k 108.41
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Ishares Tr Mbs Etf (MBB) 0.3 $16M +66% 172k 94.08
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Dover Corporation (DOV) 0.2 $15M 95k 153.81
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $15M -4% 188k 77.02
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Abbott Laboratories (ABT) 0.2 $14M -8% 130k 110.07
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Charles Schwab Corporation (SCHW) 0.2 $14M +5% 201k 68.80
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Stryker Corporation (SYK) 0.2 $14M -3% 45k 299.46
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $13M +19% 63k 213.33
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Toronto Dominion Bk Ont Com New (TD) 0.2 $13M -10% 207k 64.62
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $13M 175k 75.54
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Starbucks Corporation (SBUX) 0.2 $13M 137k 96.01
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $13M -2% 538k 24.42
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $13M 75k 173.89
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $13M +4% 128k 99.25
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $13M 90k 139.69
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Coca-Cola Company (KO) 0.2 $13M 214k 58.93
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $13M 119k 105.43
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Abbvie (ABBV) 0.2 $13M -3% 81k 154.97
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $13M 153k 81.28
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Logitech Intl S A SHS (LOGI) 0.2 $12M -14% 131k 95.06
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $12M -7% 132k 88.36
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Unilever Spon Adr New (UL) 0.2 $12M +3% 238k 48.48
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $11M -11% 258k 43.71
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Anthem (ELV) 0.2 $11M +5% 24k 471.57
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Adobe Systems Incorporated (ADBE) 0.2 $11M 19k 596.60
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Oracle Corporation (ORCL) 0.2 $11M 103k 105.43
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Colgate-Palmolive Company (CL) 0.2 $11M -3% 135k 79.71
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Comcast Corp Cl A (CMCSA) 0.2 $11M -5% 243k 43.85
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $11M +5% 432k 24.48
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Wal-Mart Stores (WMT) 0.2 $10M -2% 66k 157.65
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $10M 352k 28.64
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FedEx Corporation (FDX) 0.2 $10M -4% 40k 252.97
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Hubbell (HUBB) 0.2 $9.7M +5% 30k 328.93
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $9.7M +5% 24k 406.89
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Walt Disney Company (DIS) 0.2 $9.5M -3% 105k 90.29
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Skyworks Solutions (SWKS) 0.2 $9.5M -5% 84k 112.42
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Truist Financial Corp equities (TFC) 0.2 $9.3M +25% 253k 36.92
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $9.2M 17.00 542625.06
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $9.1M -51% 175k 52.20
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Ishares Msci Emerg Mrkt (EEMV) 0.2 $9.1M 164k 55.59
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Intercontinental Exchange (ICE) 0.1 $8.8M +3% 69k 128.43
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $8.8M +9% 364k 24.11
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $8.7M +22% 121k 72.15
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Ishares Tr Esg Aware Msci (ESML) 0.1 $8.7M +8% 228k 38.01
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Lam Research Corporation (LRCX) 0.1 $8.6M -14% 11k 783.25
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Avadel Pharmaceuticals Sponsored Adr (AVDL) 0.1 $8.4M 598k 14.12
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Regeneron Pharmaceuticals (REGN) 0.1 $8.3M 9.4k 878.31
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $7.7M +9% 10k 756.92
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $7.3M 29k 252.22
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Msci (MSCI) 0.1 $6.8M -45% 12k 565.65
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $6.8M 65k 104.92
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Exxon Mobil Corporation (XOM) 0.1 $6.6M 66k 99.98
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $6.6M 57k 115.03
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Huntington Bancshares Incorporated (HBAN) 0.1 $6.4M -18% 501k 12.72
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $6.3M 57k 111.63
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Global Payments (GPN) 0.1 $6.3M +29% 50k 127.00
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $6.2M +24% 85k 73.55
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $6.2M 136k 45.69
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $6.2M 59k 105.23
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Bristol Myers Squibb (BMY) 0.1 $6.1M -27% 120k 51.31
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AFLAC Incorporated (AFL) 0.1 $6.1M -2% 74k 82.50
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Merck & Co (MRK) 0.1 $5.9M 54k 109.02
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Stmicroelectronics N V Ny Registry (STM) 0.1 $5.9M +7% 118k 50.13
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $5.9M +3% 14k 436.79
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $5.9M 105k 55.90
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SEI Investments Company (SEIC) 0.1 $5.8M -13% 92k 63.55
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $5.7M 55k 104.46
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Jacobs Engineering Group (J) 0.1 $5.7M -3% 44k 129.80
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $5.6M +16% 115k 48.38
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McDonald's Corporation (MCD) 0.1 $5.5M 19k 296.50
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SYSCO Corporation (SYY) 0.1 $5.5M 75k 73.13
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $5.4M 110k 49.36
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Paypal Holdings (PYPL) 0.1 $5.4M 88k 61.41
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CVS Caremark Corporation (CVS) 0.1 $5.3M 68k 78.96
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NVIDIA Corporation (NVDA) 0.1 $5.3M 11k 495.21
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $5.2M +3% 13k 409.52
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Vanguard World Esg Us Corp Bd (VCEB) 0.1 $5.2M -2% 82k 63.38
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $5.1M +4% 108k 47.24
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $5.0M +3% 134k 36.96
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Rio Tinto Sponsored Adr (RIO) 0.1 $4.9M 66k 74.46
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $4.9M 23k 218.15
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PPG Industries (PPG) 0.1 $4.9M 33k 149.55
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $4.8M +2% 62k 77.73
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Fortinet (FTNT) 0.1 $4.8M +6% 83k 58.53
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Nutrien (NTR) 0.1 $4.7M -3% 84k 56.34
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Ishares Esg Awr Msci Em (ESGE) 0.1 $4.5M +7% 141k 32.06
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Chevron Corporation (CVX) 0.1 $4.4M -2% 30k 149.16
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $4.4M -2% 53k 83.31
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $4.4M -6% 8.6k 507.40
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Air Products & Chemicals (APD) 0.1 $4.3M -4% 16k 273.80
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Align Technology (ALGN) 0.1 $4.3M +8% 16k 274.00
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Costco Wholesale Corporation (COST) 0.1 $4.2M 6.4k 660.14
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Ishares Tr Tips Bd Etf (TIP) 0.1 $4.1M -10% 39k 107.49
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Raytheon Technologies Corp (RTX) 0.1 $4.1M -3% 49k 84.14
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Jefferies Finl Group (JEF) 0.1 $4.1M -3% 101k 40.41
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Mastercard Incorporated Cl A (MA) 0.1 $4.0M 9.5k 426.50
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $4.0M +4% 83k 48.51
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $4.0M 17k 241.78
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Intel Corporation (INTC) 0.1 $3.9M 78k 50.25
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $3.9M -2% 79k 48.72
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Sprinklr Cl A (CXM) 0.1 $3.8M -23% 319k 12.04
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $3.8M -5% 43k 89.06
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $3.8M 33k 116.29
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J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.1 $3.7M +21% 74k 50.52
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $3.7M 91k 40.21
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American Express Company (AXP) 0.1 $3.6M 19k 187.34
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Northrop Grumman Corporation (NOC) 0.1 $3.6M 7.6k 468.15
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $3.6M -8% 7.3k 484.03
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $3.3M 51k 65.06
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $3.2M 28k 114.04
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Infosys Sponsored Adr (INFY) 0.1 $3.2M 173k 18.38
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $3.2M 31k 102.88
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $3.2M +24% 51k 62.49
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $3.1M +250% 115k 27.05
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $3.0M +16% 48k 63.75
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WSFS Financial Corporation (WSFS) 0.0 $3.0M 66k 45.93
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Tesla Motors (TSLA) 0.0 $3.0M -4% 12k 248.47
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salesforce (CRM) 0.0 $3.0M +25% 11k 263.15
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Booking Holdings (BKNG) 0.0 $2.9M 821.00 3547.22
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International Business Machines (IBM) 0.0 $2.9M 18k 163.55
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Union Pacific Corporation (UNP) 0.0 $2.8M 12k 245.62
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Pfizer (PFE) 0.0 $2.8M -19% 97k 28.79
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Honeywell International (HON) 0.0 $2.8M -3% 13k 209.70
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Philip Morris International (PM) 0.0 $2.8M 29k 94.08
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Bank of America Corporation (BAC) 0.0 $2.7M -7% 81k 33.67
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Meta Platforms Cl A (META) 0.0 $2.7M 7.7k 353.98
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Spdr Gold Tr Gold Shs (GLD) 0.0 $2.7M 14k 191.17
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Nextera Energy (NEE) 0.0 $2.6M 43k 60.74
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Ishares Gold Tr Ishares New (IAU) 0.0 $2.6M 66k 39.03
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First Tr Exchange Traded Wtr Etf (FIW) 0.0 $2.6M -5% 27k 94.80
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Qualcomm (QCOM) 0.0 $2.5M -3% 17k 144.63
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Deere & Company (DE) 0.0 $2.5M 6.2k 399.87
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.5M +6% 11k 232.64
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $2.3M 90k 25.79
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $2.3M 93k 24.96
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Duke Energy Corp Com New (DUK) 0.0 $2.2M -3% 23k 97.04
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Ciena Corp Com New (CIEN) 0.0 $2.2M -10% 48k 45.01
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Airbnb Com Cl A (ABNB) 0.0 $2.1M 16k 136.14
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General Dynamics Corporation (GD) 0.0 $2.1M 8.1k 259.66
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Thermo Fisher Scientific (TMO) 0.0 $2.1M -2% 3.9k 530.74
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Blackstone Group Inc Com Cl A (BX) 0.0 $2.1M -44% 16k 130.92
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $2.1M -2% 24k 85.06
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Norfolk Southern (NSC) 0.0 $2.1M 8.7k 236.38
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $2.0M -4% 5.8k 350.92
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Dupont De Nemours (DD) 0.0 $2.0M 26k 76.93
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $2.0M -6% 32k 63.33
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $2.0M 42k 47.74
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $2.0M +18% 50k 39.10
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Caterpillar (CAT) 0.0 $1.9M -6% 6.6k 295.66
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CSX Corporation (CSX) 0.0 $1.9M -3% 56k 34.67
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $1.9M 34k 55.67
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $1.9M +5% 49k 38.81
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Morgan Stanley Com New (MS) 0.0 $1.9M -2% 20k 93.25
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $1.9M -6% 6.8k 273.75
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $1.9M 21k 89.29
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $1.8M 57k 32.17
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $1.8M 38k 46.63
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Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $1.8M 35k 50.12
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Nucor Corporation (NUE) 0.0 $1.7M 10k 174.04
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Avantor (AVTR) 0.0 $1.7M 76k 22.83
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Intuit (INTU) 0.0 $1.7M 2.7k 625.00
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L3harris Technologies (LHX) 0.0 $1.6M 7.8k 210.62
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $1.6M 9.7k 167.95
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Lauder Estee Cos Cl A (EL) 0.0 $1.6M -5% 11k 146.25
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Boeing Company (BA) 0.0 $1.6M +12% 6.1k 260.66
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Danaher Corporation (DHR) 0.0 $1.6M -4% 6.8k 231.34
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Hershey Company (HSY) 0.0 $1.6M 8.3k 186.43
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Mondelez Intl Cl A (MDLZ) 0.0 $1.5M 21k 72.43
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $1.5M 44k 34.89
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $1.5M 12k 125.14
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Hologic (HOLX) 0.0 $1.5M 21k 71.45
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Illinois Tool Works (ITW) 0.0 $1.5M 5.7k 261.94
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Texas Instruments Incorporated (TXN) 0.0 $1.5M 8.6k 170.46
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Select Sector Spdr Tr Indl (XLI) 0.0 $1.5M -5% 13k 113.99
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $1.4M +12% 41k 35.20
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Past Filings by Modera Wealth Management

SEC 13F filings are viewable for Modera Wealth Management going back to 2011

View all past filings