Modera Wealth Management

Modera Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Modera Wealth Management

Modera Wealth Management holds 349 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 7.1 $174M 1.2M 140.37
Vanguard Specialized Funds Div App Etf (VIG) 6.3 $155M 1.0M 151.85
Vanguard Index Fds Growth Etf (VUG) 6.2 $154M 720k 213.11
Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.5 $111M 4.6M 24.28
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.5 $111M 3.3M 33.48
Ishares Tr Core Msci Eafe (IEFA) 4.4 $109M 1.8M 61.64
Ishares Tr Eafe Sml Cp Etf (SCZ) 3.1 $76M 1.4M 56.48
Ishares Core Msci Emkt (IEMG) 2.8 $68M 1.5M 46.70
Dimensional Etf Trust Internatnal Val (DFIV) 2.7 $66M 2.2M 30.40
Ishares Tr Eafe Value Etf (EFV) 2.6 $63M 1.4M 45.88
Ishares Tr Rus 1000 Grw Etf (IWF) 2.5 $63M 293k 214.24
Ishares Tr Russell 2000 Etf (IWM) 2.5 $62M 357k 174.36
Ishares Tr Jpmorgan Usd Emg (EMB) 2.4 $59M 696k 84.59
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $57M 1.3M 43.95
Dimensional Etf Trust Us Equity Etf (DFUS) 2.0 $50M 1.2M 41.61
Ishares Tr Rus 1000 Val Etf (IWD) 1.7 $43M 282k 151.65
Ishares Tr Msci Eafe Etf (EFA) 1.6 $39M 601k 65.64
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 1.6 $39M 410k 94.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $38M 902k 41.97
American Centy Etf Tr Us Eqt Etf (AVUS) 1.5 $37M 549k 68.01
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.5 $36M 227k 158.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $32M 819k 38.98
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $31M 626k 49.49
Ishares Tr Rus 2000 Val Etf (IWN) 1.2 $30M 220k 138.67
Ishares Tr Core S&p Us Gwt (IUSG) 1.2 $30M 371k 81.52
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $29M 386k 74.32
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $28M 483k 58.50
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $27M 112k 241.89
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.0 $25M 497k 51.15
Ishares Tr Global Reit Etf (REET) 0.9 $23M 1.0M 22.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $23M 74k 308.90
Apple (AAPL) 0.9 $23M 175k 129.93
Microsoft Corporation (MSFT) 0.8 $19M 79k 239.82
Sprinklr Cl A (CXM) 0.7 $18M 2.2M 8.17
Ishares Tr Core S&p500 Etf (IVV) 0.7 $18M 47k 384.21
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $17M 158k 104.27
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.7 $16M 396k 40.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $15M 77k 191.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $15M 194k 75.28
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.6 $14M 135k 102.81
Ishares Tr Rus 1000 Etf (IWB) 0.6 $14M 64k 210.52
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $13M 212k 60.98
Ishares Tr Core S&p Us Vlu (IUSV) 0.5 $13M 181k 70.63
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $9.8M 68k 145.07
Home Depot (HD) 0.4 $9.3M 29k 315.86
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $8.9M 97k 91.31
Amazon (AMZN) 0.3 $8.4M 100k 84.00
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $8.0M 17.00 468710.94
Johnson & Johnson (JNJ) 0.3 $7.8M 44k 176.65
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.3 $7.6M 118k 64.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $7.2M 19k 382.43
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $6.4M 294k 21.60
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $6.0M 238k 25.04
Pepsi (PEP) 0.2 $5.7M 32k 180.66
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $5.6M 68k 82.48
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $4.5M 21k 214.52
Lockheed Martin Corporation (LMT) 0.2 $4.4M 9.1k 486.50
Northrop Grumman Corporation (NOC) 0.2 $4.4M 8.1k 545.61
Alphabet Cap Stk Cl C (GOOG) 0.2 $4.4M 50k 88.73
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $4.4M 9.8k 442.79
Procter & Gamble Company (PG) 0.2 $4.3M 28k 151.56
Avadel Pharmaceuticals Sponsored Adr (AVDL) 0.2 $4.3M 594k 7.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $4.2M 12k 351.34
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $4.0M 183k 21.95
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $4.0M 54k 74.22
Merck & Co (MRK) 0.2 $3.9M 36k 110.95
PPG Industries (PPG) 0.2 $3.9M 31k 125.74
Pfizer (PFE) 0.2 $3.8M 74k 51.24
Exxon Mobil Corporation (XOM) 0.2 $3.7M 34k 110.30
Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.6M 21k 174.20
Alphabet Cap Stk Cl A (GOOGL) 0.1 $3.4M 39k 88.23
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $3.3M 35k 94.64
McDonald's Corporation (MCD) 0.1 $3.3M 13k 263.54
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $3.3M 116k 28.19
Visa Com Cl A (V) 0.1 $3.1M 15k 207.76
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $3.0M 15k 200.53
Lowe's Companies (LOW) 0.1 $3.0M 15k 199.24
WSFS Financial Corporation (WSFS) 0.1 $3.0M 66k 45.34
JPMorgan Chase & Co. (JPM) 0.1 $2.9M 22k 134.10
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.8M 29k 96.99
UnitedHealth (UNH) 0.1 $2.8M 5.3k 530.21
Mastercard Incorporated Cl A (MA) 0.1 $2.7M 7.9k 347.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $2.7M 38k 71.84
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $2.6M 26k 100.80
American Express Company (AXP) 0.1 $2.3M 16k 147.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $2.3M 27k 86.19
Honeywell International (HON) 0.1 $2.3M 11k 214.30
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $2.2M 98k 22.46
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $2.2M 45k 47.81
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $2.1M 44k 47.43
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $2.1M 50k 41.14
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $2.0M 90k 22.21
General Dynamics Corporation (GD) 0.1 $1.9M 7.8k 248.12
Raytheon Technologies Corp (RTX) 0.1 $1.9M 19k 100.92
Bank of America Corporation (BAC) 0.1 $1.9M 58k 33.12
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.9M 9.2k 203.82
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.8M 22k 83.60
Ishares Tr National Mun Etf (MUB) 0.1 $1.8M 17k 105.52
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $1.8M 22k 81.17
AFLAC Incorporated (AFL) 0.1 $1.7M 24k 71.94
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.7M 7.6k 220.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.6M 15k 108.21
Automatic Data Processing (ADP) 0.1 $1.6M 6.9k 238.87
Morgan Stanley Com New (MS) 0.1 $1.6M 19k 85.02
Avantor (AVTR) 0.1 $1.6M 76k 21.09
Norfolk Southern (NSC) 0.1 $1.6M 6.3k 246.40
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.5M 40k 37.90
Essential Utils (WTRG) 0.1 $1.5M 32k 47.73
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.5M 14k 108.07
Union Pacific Corporation (UNP) 0.1 $1.5M 7.3k 207.08
Chevron Corporation (CVX) 0.1 $1.5M 8.4k 179.49
International Business Machines (IBM) 0.1 $1.5M 11k 140.88
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.5M 39k 38.89
Colgate-Palmolive Company (CL) 0.1 $1.5M 19k 78.79
Abbvie (ABBV) 0.1 $1.5M 9.2k 161.62
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $1.5M 27k 55.35
Dupont De Nemours (DD) 0.1 $1.5M 21k 68.63
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $1.5M 31k 46.98
Amgen (AMGN) 0.1 $1.4M 5.4k 262.63
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $1.4M 10k 140.06
Costco Wholesale Corporation (COST) 0.1 $1.4M 3.1k 456.57
Corteva (CTVA) 0.1 $1.4M 24k 58.78
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $1.3M 33k 41.34
Ishares Tr Core Intl Aggr (IAGG) 0.1 $1.3M 28k 47.55
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $1.3M 32k 41.58
Diageo Spon Adr New (DEO) 0.1 $1.3M 7.3k 178.19
Ishares Gold Tr Ishares New (IAU) 0.1 $1.3M 38k 34.59
CSX Corporation (CSX) 0.1 $1.3M 42k 30.98
L3harris Technologies (LHX) 0.1 $1.3M 6.2k 208.21
Oracle Corporation (ORCL) 0.1 $1.3M 16k 81.74
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $1.3M 60k 21.51
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.2M 15k 84.80
Ishares Tr Tips Bd Etf (TIP) 0.0 $1.2M 12k 106.44
Sono Tek (SOTK) 0.0 $1.2M 185k 6.42
Vanguard World Fds Materials Etf (VAW) 0.0 $1.2M 6.9k 170.19
Eli Lilly & Co. (LLY) 0.0 $1.2M 3.2k 365.84
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $1.2M 7.6k 155.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $1.2M 4.4k 266.30
Dow (DOW) 0.0 $1.2M 23k 50.39
Thermo Fisher Scientific (TMO) 0.0 $1.2M 2.1k 550.71
Empire St Rlty Tr Cl A (ESRT) 0.0 $1.1M 170k 6.74
Abbott Laboratories (ABT) 0.0 $1.1M 10k 109.79
Spdr Gold Tr Gold Shs (GLD) 0.0 $1.1M 6.5k 169.64
3M Company (MMM) 0.0 $1.1M 9.0k 119.92
Vanguard Index Fds Small Cp Etf (VB) 0.0 $1.1M 5.9k 183.54
Ishares Tr Cohen Steer Reit (ICF) 0.0 $1.1M 20k 54.84
Wal-Mart Stores (WMT) 0.0 $1.1M 7.6k 141.80
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $1.1M 48k 22.35
Coca-Cola Company (KO) 0.0 $1.1M 17k 63.61
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $1.0M 11k 93.35
Bristol Myers Squibb (BMY) 0.0 $1.0M 14k 71.95
Hershey Company (HSY) 0.0 $1.0M 4.4k 231.57
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $1.0M 34k 29.69
Texas Instruments Incorporated (TXN) 0.0 $997k 6.0k 165.22
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $980k 6.9k 141.26
Accenture Plc Ireland Shs Class A (ACN) 0.0 $967k 3.6k 266.83
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $965k 15k 66.58
Illinois Tool Works (ITW) 0.0 $964k 4.4k 220.32
Walt Disney Company (DIS) 0.0 $925k 11k 86.88
Stryker Corporation (SYK) 0.0 $901k 3.7k 244.49
Loews Corporation (L) 0.0 $890k 15k 58.33
Motorola Solutions Com New (MSI) 0.0 $840k 3.3k 257.71
Cisco Systems (CSCO) 0.0 $820k 17k 47.64
Adobe Systems Incorporated (ADBE) 0.0 $814k 2.4k 336.53
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $810k 16k 50.67
Caterpillar (CAT) 0.0 $798k 3.3k 239.59
Verizon Communications (VZ) 0.0 $760k 19k 39.40
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $751k 7.7k 96.96
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $747k 20k 36.97
Intel Corporation (INTC) 0.0 $711k 27k 26.43
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $707k 9.4k 75.19
Vanguard World Fds Energy Etf (VDE) 0.0 $706k 5.8k 121.27
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $700k 10k 67.45
Huntington Ingalls Inds (HII) 0.0 $699k 3.0k 230.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $690k 8.9k 77.51
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $690k 2.2k 319.42
Occidental Petroleum Corporation (OXY) 0.0 $689k 11k 62.99
Mondelez Intl Cl A (MDLZ) 0.0 $686k 10k 66.65
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $675k 20k 34.18
Myers Industries (MYE) 0.0 $658k 30k 22.23
Philip Morris International (PM) 0.0 $646k 6.4k 101.21
Nike CL B (NKE) 0.0 $643k 5.5k 117.01
Truist Financial Corp equities (TFC) 0.0 $640k 15k 43.03
Altria (MO) 0.0 $638k 14k 45.71
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $636k 15k 42.50
Vanguard World Fds Health Car Etf (VHT) 0.0 $635k 2.6k 248.10
Ishares Tr Esg Aware Msci (ESML) 0.0 $621k 19k 32.88
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $607k 13k 46.71
General Electric Com New (GE) 0.0 $601k 7.2k 83.79
Teledyne Technologies Incorporated (TDY) 0.0 $600k 1.5k 399.91
Ishares Tr Ishares Biotech (IBB) 0.0 $592k 4.5k 131.29
Apricus Biosciences 0.0 $592k 872k 0.68
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $587k 2.8k 210.95
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $583k 14k 41.52
ConocoPhillips (COP) 0.0 $577k 4.9k 118.01
Humana (HUM) 0.0 $566k 1.1k 512.19
Novo-nordisk A S Adr (NVO) 0.0 $564k 4.2k 135.34
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $557k 3.8k 145.93
Comcast Corp Cl A (CMCSA) 0.0 $550k 16k 34.97
Meta Platforms Cl A (META) 0.0 $549k 4.6k 120.35
Ishares Tr Conser Alloc Etf (AOK) 0.0 $548k 16k 33.61
Boeing Company (BA) 0.0 $544k 2.9k 190.49
Teladoc (TDOC) 0.0 $532k 23k 23.65
Capital One Financial (COF) 0.0 $530k 5.7k 92.96
Nextera Energy (NEE) 0.0 $525k 6.3k 83.60
At&t (T) 0.0 $523k 28k 18.41
Starbucks Corporation (SBUX) 0.0 $522k 5.3k 99.21
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $519k 136k 3.83
Dun & Bradstreet Hldgs (DNB) 0.0 $509k 42k 12.26
Becton, Dickinson and (BDX) 0.0 $507k 2.0k 254.32
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $507k 19k 27.02
Huntington Bancshares Incorporated (HBAN) 0.0 $505k 36k 14.10
Spdr Ser Tr Bloomberg Invt (FLRN) 0.0 $502k 17k 30.39
Movado (MOV) 0.0 $497k 15k 32.25
Yum! Brands (YUM) 0.0 $496k 3.9k 128.08
Danaher Corporation (DHR) 0.0 $493k 1.9k 265.42
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $490k 2.8k 173.31
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $480k 3.8k 125.10
Deere & Company (DE) 0.0 $464k 1.1k 428.76
CVS Caremark Corporation (CVS) 0.0 $464k 5.0k 93.20
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $462k 8.4k 55.12
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.0 $461k 21k 21.70
Ishares Tr Micro-cap Etf (IWC) 0.0 $461k 4.3k 107.82
Intuit (INTU) 0.0 $460k 1.2k 389.22
BlackRock (BLK) 0.0 $447k 631.00 708.77
Select Sector Spdr Tr Technology (XLK) 0.0 $446k 3.6k 124.43
Novartis Sponsored Adr (NVS) 0.0 $441k 4.9k 90.72
Vanguard World Fds Utilities Etf (VPU) 0.0 $439k 2.9k 153.38
Travelers Companies (TRV) 0.0 $438k 2.3k 187.49
Intuitive Surgical Com New (ISRG) 0.0 $425k 1.6k 265.35
Canadian Pacific Railway 0.0 $417k 5.6k 74.59
Select Sector Spdr Tr Energy (XLE) 0.0 $412k 4.7k 87.47
Annovis Bio (ANVS) 0.0 $410k 31k 13.43
Wells Fargo & Company (WFC) 0.0 $410k 9.9k 41.29
Eversource Energy (ES) 0.0 $407k 4.9k 83.84
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.0 $406k 7.1k 57.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $401k 7.2k 55.56
Goldman Sachs (GS) 0.0 $399k 1.2k 343.32
Ishares U S Etf Tr Blackrock Short (MEAR) 0.0 $398k 8.0k 49.72
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $394k 6.2k 63.90
Kimberly-Clark Corporation (KMB) 0.0 $390k 2.9k 135.74
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $385k 16k 23.77
Ametek (AME) 0.0 $382k 2.7k 139.72
Ishares Tr Core High Dv Etf (HDV) 0.0 $380k 3.6k 104.24
Hubbell (HUBB) 0.0 $377k 1.6k 234.68
Waste Management (WM) 0.0 $374k 2.4k 156.87
Interpublic Group of Companies (IPG) 0.0 $372k 11k 33.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $368k 4.9k 75.54
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $367k 13k 29.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $367k 7.3k 50.14
Broadcom (AVGO) 0.0 $366k 655.00 559.13
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $364k 7.3k 50.13
NVIDIA Corporation (NVDA) 0.0 $361k 2.5k 146.14
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $353k 3.2k 109.55
Ies Hldgs (IESC) 0.0 $352k 9.9k 35.57
Southern Company (SO) 0.0 $351k 4.9k 71.41
Public Service Enterprise (PEG) 0.0 $351k 5.7k 61.27
Cigna Corp (CI) 0.0 $350k 1.1k 331.34
Vanguard World Esg Us Corp Bd (VCEB) 0.0 $350k 5.8k 60.68
Alarm Com Hldgs (ALRM) 0.0 $346k 7.0k 49.48
Air Products & Chemicals (APD) 0.0 $346k 1.1k 308.26
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $340k 6.9k 48.97
Qualcomm (QCOM) 0.0 $337k 3.1k 109.92
TJX Companies (TJX) 0.0 $336k 4.2k 79.60
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $335k 3.5k 95.78
SVB Financial (SIVBQ) 0.0 $335k 1.5k 230.14
American Tower Reit (AMT) 0.0 $334k 1.6k 211.86
Verisign (VRSN) 0.0 $333k 1.6k 205.44
Tesla Motors (TSLA) 0.0 $330k 2.7k 123.18
American States Water Company (AWR) 0.0 $326k 3.5k 92.55
Gilead Sciences (GILD) 0.0 $325k 3.8k 85.85
Dominion Resources (D) 0.0 $322k 5.3k 61.32
Crowdstrike Hldgs Cl A (CRWD) 0.0 $321k 3.1k 105.29
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $319k 3.9k 82.32
Ishares Tr Core Div Grwth (DGRO) 0.0 $316k 6.3k 50.00
Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $315k 6.7k 47.04
Packaging Corporation of America (PKG) 0.0 $313k 2.4k 127.91
Green Dot Corp Cl A (GDOT) 0.0 $311k 20k 15.82
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $310k 1.1k 283.65
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.0 $310k 2.0k 155.71
Hormel Foods Corporation (HRL) 0.0 $308k 6.8k 45.55
Chemours (CC) 0.0 $307k 10k 30.62
Old Dominion Freight Line (ODFL) 0.0 $306k 1.1k 283.78
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $305k 1.7k 179.72
Ishares Tr Blackrock Ultra (ICSH) 0.0 $294k 5.9k 50.04
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $293k 4.9k 59.58
Dollar Tree (DLTR) 0.0 $292k 2.1k 141.44
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $289k 14k 21.15
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $287k 4.4k 65.86
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $286k 3.2k 89.99
Prudential Financial (PRU) 0.0 $285k 2.9k 99.47
Ford Motor Company (F) 0.0 $282k 24k 11.63
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $280k 4.2k 67.05
Intercontinental Exchange (ICE) 0.0 $277k 2.7k 102.61
Citigroup Com New (C) 0.0 $271k 6.0k 45.23
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $267k 1.7k 157.05
Ecolab (ECL) 0.0 $267k 1.8k 145.56
Shell Spon Ads (SHEL) 0.0 $265k 4.7k 56.95
Te Connectivity SHS (TEL) 0.0 $265k 2.3k 114.80
Chubb (CB) 0.0 $264k 1.2k 220.60
Webster Financial Corporation (WBS) 0.0 $264k 5.6k 47.34
Target Corporation (TGT) 0.0 $255k 1.7k 149.02
Hingham Institution for Savings (HIFS) 0.0 $255k 923.00 275.96
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $254k 3.0k 84.75
Phillips 66 (PSX) 0.0 $253k 2.4k 104.08
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $252k 1.9k 135.85
Ameriprise Financial (AMP) 0.0 $251k 807.00 311.37
Ishares Tr Select Divid Etf (DVY) 0.0 $247k 2.0k 120.60
Franklin Covey (FC) 0.0 $243k 5.2k 46.77
Clorox Company (CLX) 0.0 $242k 1.7k 140.33
Celanese Corporation (CE) 0.0 $240k 2.4k 102.24
Fiserv (FI) 0.0 $240k 2.4k 101.07
salesforce (CRM) 0.0 $233k 1.8k 132.59
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $232k 4.0k 57.96
BP Sponsored Adr (BP) 0.0 $227k 6.5k 34.93
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $227k 3.3k 69.63
Booking Holdings (BKNG) 0.0 $226k 112.00 2015.28
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $226k 1.7k 132.86
Allstate Corporation (ALL) 0.0 $224k 1.7k 135.57
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $224k 3.3k 68.30
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $218k 2.1k 105.33
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $218k 1.7k 129.16
General Mills (GIS) 0.0 $217k 2.6k 83.85
Columbia Finl (CLBK) 0.0 $216k 10k 21.62
Yum China Holdings (YUMC) 0.0 $212k 3.9k 54.65
United Parcel Service CL B (UPS) 0.0 $210k 1.2k 173.80
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $209k 632.00 331.08
State Street Corporation (STT) 0.0 $209k 2.7k 77.57
Marriott Intl Cl A (MAR) 0.0 $206k 1.4k 148.89
Vanguard Wellington Us Multifactor (VFMF) 0.0 $204k 2.1k 98.83
Caci Intl Cl A (CACI) 0.0 $203k 676.00 300.59
Republic First Ban (FRBK) 0.0 $190k 88k 2.15
Cohen & Steers Tax Advan P (PTA) 0.0 $182k 10k 17.67
Sprott Physical Gold Tr Unit (PHYS) 0.0 $176k 13k 14.10
Pgim Short Dur Hig Yld Opp F (SDHY) 0.0 $151k 10k 14.69
Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.0 $133k 20k 6.81
Invesco Van Kampen Muni Opp Trust (VMO) 0.0 $104k 11k 9.91
Invesco Van Kampen Municipal Trust (VKQ) 0.0 $100k 10k 9.90
Gabelli Equity Trust (GAB) 0.0 $94k 17k 5.48
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $91k 12k 7.55
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP) 0.0 $87k 22k 3.90
Comscore 0.0 $85k 73k 1.16
Xai Octagon Floatng Rate Alt (XFLT) 0.0 $84k 13k 6.32
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $42k 11k 3.63
Kopin Corporation (KOPN) 0.0 $29k 23k 1.24
Inseego 0.0 $22k 26k 0.84
Flotek Industries 0.0 $16k 14k 1.12
Accelr8 Technology 0.0 $9.2k 13k 0.71
Pavmed 0.0 $5.2k 11k 0.48