Moneta Group Investment Advisors

Latest statistics and disclosures from Moneta Group Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Moneta Group Investment Advisors

Moneta Group Investment Advisors holds 565 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Moneta Group Investment Advisors has 565 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 8.4 $427M +4% 7.6M 56.40
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Ishares Core Msci Emkt (IEMG) 4.9 $249M +2% 4.9M 50.58
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Archer Daniels Midland Company (ADM) 4.6 $235M 3.2M 72.22
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Vanguard Index Fds Large Cap Etf (VV) 4.3 $216M 991k 218.15
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Vanguard Index Fds Growth Etf (VUG) 3.5 $179M +5% 574k 310.88
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Ishares Tr Core S&p500 Etf (IVV) 3.5 $176M +7% 369k 477.63
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Vanguard Index Fds Value Etf (VTV) 3.5 $176M +9% 1.2M 149.50
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.3 $168M +4% 385k 436.80
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Ishares Tr Core S&p Scp Etf (IJR) 3.0 $151M +62% 1.4M 108.25
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.0 $150M +8% 2.0M 75.32
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Vanguard Index Fds Mid Cap Etf (VO) 2.2 $111M +6% 477k 232.64
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Ishares Tr Core Msci Eafe (IEFA) 2.1 $108M +15% 1.5M 70.35
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Apple (AAPL) 1.9 $96M -9% 499k 192.53
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Vanguard Index Fds Small Cp Etf (VB) 1.7 $86M +9% 403k 213.33
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.5 $77M +15% 318k 241.77
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.5 $76M +9% 521k 145.01
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.5 $74M +4% 896k 82.96
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.3 $68M +13% 311k 219.57
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Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $67M -4% 283k 237.22
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $65M +2% 215k 303.17
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $64M 849k 75.10
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $62M 131k 475.31
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Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $56M +5% 203k 277.15
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Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $56M -18% 628k 88.36
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $55M 970k 56.14
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $53M +11% 1.4M 36.96
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Microsoft Corporation (MSFT) 1.0 $52M -7% 139k 376.04
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $52M +7% 737k 70.10
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $47M 131k 356.66
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $46M +19% 253k 179.97
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Ishares Tr Russell 2000 Etf (IWM) 0.9 $44M -33% 220k 200.71
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Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $41M +2% 249k 165.25
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Ishares Tr S&p 500 Val Etf (IVE) 0.8 $41M 233k 173.89
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Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $40M -2% 317k 124.97
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Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $39M -9% 351k 111.63
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $37M +7% 778k 47.90
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $34M 588k 57.96
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.6 $32M 1.5M 20.71
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $31M -3% 556k 55.90
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $28M +5% 588k 47.24
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $28M +123% 674k 41.10
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $26M 1.0M 24.79
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $26M 412k 61.90
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Ea Series Trust Argent Mid Cap (AMID) 0.5 $25M +37% 837k 30.28
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $21M 284k 75.35
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Nucor Corporation (NUE) 0.4 $21M 123k 174.04
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $21M 85k 252.22
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.4 $20M +2943% 182k 107.60
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Amazon (AMZN) 0.4 $19M +3% 125k 151.94
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Lam Research Corporation (LRCX) 0.4 $19M -4% 24k 783.26
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Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $18M +679% 1.3M 13.80
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Ishares Tr S&P SML 600 GWT (IJT) 0.3 $17M +2% 134k 125.14
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Ishares Tr Glb Infrastr Etf (IGF) 0.3 $17M +43% 353k 47.05
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Centene Corporation (CNC) 0.3 $16M +4% 217k 74.21
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $16M 620k 25.64
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $16M +27% 60k 262.26
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $16M -35% 111k 139.69
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.3 $15M NEW 166k 88.50
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $14M +3% 34k 409.52
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $13M +17% 128k 104.46
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Exxon Mobil Corporation (XOM) 0.3 $13M 130k 99.98
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $13M +11% 112k 116.29
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $12M -2% 76k 155.33
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Alphabet Cap Stk Cl C (GOOG) 0.2 $12M -50% 84k 140.93
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $12M +4% 252k 46.62
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $12M 121k 96.85
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $11M 111k 102.88
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Ishares Tr Eafe Value Etf (EFV) 0.2 $11M -7% 211k 52.10
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $11M -4% 106k 103.07
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O'reilly Automotive (ORLY) 0.2 $11M +1813% 11k 950.08
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UnitedHealth (UNH) 0.2 $11M +12% 20k 526.48
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Johnson & Johnson (JNJ) 0.2 $10M -2% 66k 156.74
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $9.9M -3% 203k 48.72
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Ishares Tr Select Divid Etf (DVY) 0.2 $8.9M +2% 76k 117.22
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $8.8M +407% 89k 99.19
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Pepsi (PEP) 0.2 $8.8M +2% 52k 169.84
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JPMorgan Chase & Co. (JPM) 0.2 $8.7M -46% 51k 170.10
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Procter & Gamble Company (PG) 0.2 $8.6M 58k 146.54
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Equifax (EFX) 0.2 $8.2M 33k 247.29
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $8.2M +14% 105k 77.73
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NVIDIA Corporation (NVDA) 0.2 $7.7M +10% 16k 495.23
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Visa Com Cl A (V) 0.1 $7.3M 28k 260.35
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Commerce Bancshares (CBSH) 0.1 $7.2M +8% 135k 53.41
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Emerson Electric (EMR) 0.1 $6.9M +6% 71k 97.33
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Albemarle Corporation (ALB) 0.1 $6.9M 48k 144.48
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $6.9M 60k 114.04
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Abbvie (ABBV) 0.1 $6.7M 43k 154.97
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Bank of America Corporation (BAC) 0.1 $6.4M 191k 33.67
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Ishares Tr Cohen Steer Reit (ICF) 0.1 $6.4M 109k 58.73
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Ameren Corporation (AEE) 0.1 $6.4M 89k 72.34
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $6.3M +14% 63k 99.25
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $6.3M -12% 177k 35.41
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McDonald's Corporation (MCD) 0.1 $6.2M -2% 21k 296.51
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Charles Schwab Corporation (SCHW) 0.1 $6.1M +11% 89k 68.80
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Danaher Corporation (DHR) 0.1 $6.0M -10% 26k 231.34
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Merck & Co (MRK) 0.1 $6.0M 55k 109.02
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Evergy (EVRG) 0.1 $5.9M 114k 52.20
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $5.8M -4% 144k 40.21
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Pfizer (PFE) 0.1 $5.8M -5% 200k 28.79
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Costco Wholesale Corporation (COST) 0.1 $5.7M 8.6k 660.08
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $5.6M +5% 71k 79.22
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $5.5M 72k 76.13
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $5.4M 10.00 542625.00
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Vanguard World Mega Grwth Ind (MGK) 0.1 $5.3M 20k 259.51
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Union Pacific Corporation (UNP) 0.1 $5.1M 21k 245.62
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Tesla Motors (TSLA) 0.1 $5.1M +2% 20k 248.48
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Eli Lilly & Co. (LLY) 0.1 $5.0M 8.6k 582.90
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Boeing Company (BA) 0.1 $5.0M +9% 19k 260.66
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Wal-Mart Stores (WMT) 0.1 $4.8M 31k 157.65
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Broadcom (AVGO) 0.1 $4.8M +8% 4.3k 1116.34
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $4.8M -11% 28k 170.40
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $4.7M 136k 34.89
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Ishares Tr Broad Usd High (USHY) 0.1 $4.6M -8% 127k 36.35
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Us Bancorp Del Com New (USB) 0.1 $4.6M 107k 43.28
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Abbott Laboratories (ABT) 0.1 $4.6M 42k 110.07
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Thermo Fisher Scientific (TMO) 0.1 $4.4M +6% 8.3k 530.79
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Vanguard World Mega Cap Index (MGC) 0.1 $4.3M 26k 169.28
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Meta Platforms Cl A (META) 0.1 $4.3M +12% 12k 353.97
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Coca-Cola Company (KO) 0.1 $4.3M -3% 73k 58.93
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Enterprise Products Partners (EPD) 0.1 $4.3M +23% 161k 26.35
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Home Depot (HD) 0.1 $4.2M -2% 12k 346.55
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $4.2M +14% 11k 376.88
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Pimco Etf Tr Active Bd Etf (BOND) 0.1 $4.2M 46k 92.45
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $4.2M -2% 144k 29.23
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Chevron Corporation (CVX) 0.1 $4.2M -5% 28k 149.16
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $4.1M -8% 50k 83.31
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Cigna Corp (CI) 0.1 $4.1M +7% 14k 299.44
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $4.0M -7% 48k 83.63
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $4.0M +12% 8.3k 484.02
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $3.9M -30% 24k 164.42
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Enterprise Financial Services (EFSC) 0.1 $3.8M 86k 44.65
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $3.8M +2% 50k 77.02
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Oneok (OKE) 0.1 $3.8M +2% 54k 70.22
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Vectrus (VVX) 0.1 $3.6M 78k 46.44
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $3.5M 88k 40.12
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $3.3M -12% 60k 54.29
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Eaton Corp SHS (ETN) 0.1 $3.2M 13k 240.83
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Mastercard Incorporated Cl A (MA) 0.1 $3.2M +6% 7.5k 426.51
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Ishares Tr Core Msci Total (IXUS) 0.1 $3.2M 49k 64.93
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $3.1M -5% 57k 55.67
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $3.0M +20% 81k 37.22
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Amgen (AMGN) 0.1 $3.0M +4% 11k 288.02
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IDEXX Laboratories (IDXX) 0.1 $3.0M 5.4k 555.05
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Qualcomm (QCOM) 0.1 $3.0M 21k 144.63
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $3.0M -47% 70k 42.59
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $2.9M -14% 40k 73.55
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Reinsurance Grp Of America I Com New (RGA) 0.1 $2.8M +10% 18k 161.78
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Verizon Communications (VZ) 0.1 $2.7M -4% 72k 37.70
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.7M +30% 36k 75.54
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Intel Corporation (INTC) 0.1 $2.7M 54k 50.25
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.7M -3% 17k 157.80
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Mondelez Intl Cl A (MDLZ) 0.1 $2.6M -9% 36k 72.43
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International Business Machines (IBM) 0.1 $2.6M 16k 163.54
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Caterpillar (CAT) 0.1 $2.5M -3% 8.6k 295.68
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MPLX Com Unit Rep Ltd (MPLX) 0.0 $2.4M 67k 36.72
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Cisco Systems (CSCO) 0.0 $2.4M -4% 48k 50.52
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Williams Companies (WMB) 0.0 $2.4M +4% 69k 34.83
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Oracle Corporation (ORCL) 0.0 $2.4M +2% 23k 105.43
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Ea Series Trust Ea Bridgeway Omn (BSVO) 0.0 $2.3M +93% 111k 21.01
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salesforce (CRM) 0.0 $2.3M +6% 8.6k 263.15
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $2.2M +2% 22k 101.77
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First Mid Ill Bancshares (FMBH) 0.0 $2.2M -24% 63k 34.66
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $2.2M +172% 21k 105.23
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $2.1M -68% 42k 51.04
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Nextera Energy (NEE) 0.0 $2.1M -6% 35k 60.74
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Target Corporation (TGT) 0.0 $2.1M -3% 15k 142.42
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $2.1M 4.1k 507.42
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Chubb (CB) 0.0 $2.0M 9.0k 226.00
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $2.0M 58k 35.20
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Texas Instruments Incorporated (TXN) 0.0 $2.0M +4% 12k 170.46
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Targa Res Corp (TRGP) 0.0 $2.0M 23k 86.87
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $2.0M +3% 5.7k 350.91
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Illinois Tool Works (ITW) 0.0 $1.9M 7.3k 261.93
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TJX Companies (TJX) 0.0 $1.9M -16% 20k 93.81
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Automatic Data Processing (ADP) 0.0 $1.9M 8.1k 232.98
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Walt Disney Company (DIS) 0.0 $1.9M +3% 21k 90.29
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Ishares Tr National Mun Etf (MUB) 0.0 $1.9M -31% 17k 108.41
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Cass Information Systems (CASS) 0.0 $1.9M 41k 45.05
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Vanguard World Mega Cap Val Etf (MGV) 0.0 $1.9M 17k 109.37
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American Tower Reit (AMT) 0.0 $1.8M -14% 8.5k 215.88
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General Electric Com New (GE) 0.0 $1.8M +6% 14k 127.63
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Nike CL B (NKE) 0.0 $1.8M 17k 108.57
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Comcast Corp Cl A (CMCSA) 0.0 $1.8M 41k 43.85
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Ishares Tr S&p 100 Etf (OEF) 0.0 $1.8M NEW 8.0k 223.38
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Lowe's Companies (LOW) 0.0 $1.8M 8.0k 222.56
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $1.8M 34k 51.83
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Marsh & McLennan Companies (MMC) 0.0 $1.8M -2% 9.2k 189.47
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Cadence Design Systems (CDNS) 0.0 $1.7M 6.4k 272.37
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AutoZone (AZO) 0.0 $1.7M 661.00 2585.61
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $1.7M 22k 78.02
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Adobe Systems Incorporated (ADBE) 0.0 $1.6M -11% 2.7k 596.61
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $1.6M +25% 31k 51.05
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Honeywell International (HON) 0.0 $1.5M +4% 7.2k 209.70
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Wingstop (WING) 0.0 $1.5M 5.9k 256.58
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At&t (T) 0.0 $1.5M +18% 90k 16.78
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Enbridge (ENB) 0.0 $1.5M -11% 42k 36.02
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $1.5M 5.5k 273.76
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Colgate-Palmolive Company (CL) 0.0 $1.4M 18k 79.71
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Stryker Corporation (SYK) 0.0 $1.4M 4.7k 299.49
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American Express Company (AXP) 0.0 $1.4M -28% 7.5k 187.35
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Ishares Tr Esg Aware Msci (ESML) 0.0 $1.4M +118% 36k 38.01
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Phillips 66 (PSX) 0.0 $1.4M -7% 10k 133.14
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Tcw Transform Etf Trust Transfrm 500 Etf (VOTE) 0.0 $1.4M +5% 25k 55.62
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $1.3M +33% 5.0k 270.79
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Philip Morris International (PM) 0.0 $1.3M -9% 14k 94.08
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PerkinElmer (RVTY) 0.0 $1.3M 12k 109.31
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $1.3M 25k 52.33
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Amphenol Corp Cl A (APH) 0.0 $1.3M 13k 99.13
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $1.3M +44% 17k 76.38
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Progressive Corporation (PGR) 0.0 $1.3M 7.9k 159.29
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Intuit (INTU) 0.0 $1.2M 2.0k 625.03
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Blackstone Group Inc Com Cl A (BX) 0.0 $1.2M +2% 9.5k 130.93
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Lockheed Martin Corporation (LMT) 0.0 $1.2M +7% 2.7k 453.28
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CSX Corporation (CSX) 0.0 $1.2M +51% 35k 34.67
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Raytheon Technologies Corp (RTX) 0.0 $1.2M -3% 14k 84.14
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $1.2M +33% 18k 65.06
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Starbucks Corporation (SBUX) 0.0 $1.2M +2% 12k 96.01
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $1.2M -3% 8.7k 136.38
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Deere & Company (DE) 0.0 $1.2M -3% 2.9k 399.87
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CVS Caremark Corporation (CVS) 0.0 $1.2M -11% 15k 78.96
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Netflix (NFLX) 0.0 $1.2M +5% 2.4k 486.88
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Public Storage (PSA) 0.0 $1.2M 3.8k 305.00
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Ishares Msci Emrg Chn (EMXC) 0.0 $1.1M -4% 21k 55.41
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Edwards Lifesciences (EW) 0.0 $1.1M 15k 76.25
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Suburban Propane Partners L Unit Ltd Partn (SPH) 0.0 $1.1M 63k 17.76
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Becton, Dickinson and (BDX) 0.0 $1.1M +4% 4.6k 243.84
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Wells Fargo & Company (WFC) 0.0 $1.1M -3% 23k 49.22
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Medtronic SHS (MDT) 0.0 $1.1M -13% 13k 82.38
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ConocoPhillips (COP) 0.0 $1.1M +4% 9.2k 116.07
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Te Connectivity SHS (TEL) 0.0 $1.1M -2% 7.6k 140.50
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Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $1.1M -7% 51k 20.80
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Select Sector Spdr Tr Financial (XLF) 0.0 $1.1M +19% 28k 37.60
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Roper Industries (ROP) 0.0 $1.0M +5% 1.9k 545.17
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CenterPoint Energy (CNP) 0.0 $1.0M -2% 37k 28.57
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Analog Devices (ADI) 0.0 $1.0M +2% 5.2k 198.57
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $1.0M 4.6k 227.29
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $1.0M 26k 40.17
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Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $1.0M NEW 12k 87.18
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Paypal Holdings (PYPL) 0.0 $1.0M +2% 16k 61.41
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PPG Industries (PPG) 0.0 $990k +3% 6.6k 149.54
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Applied Materials (AMAT) 0.0 $989k +14% 6.1k 162.06
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United Parcel Service CL B (UPS) 0.0 $982k 6.2k 157.23
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $975k 9.7k 100.51
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Ishares Esg Awr Msci Em (ESGE) 0.0 $971k +11% 30k 32.06
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Boston Scientific Corporation (BSX) 0.0 $970k 17k 57.81
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Gilead Sciences (GILD) 0.0 $950k +12% 12k 81.01
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $934k +3% 9.0k 104.10
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First Busey Corp Com New (BUSE) 0.0 $931k +6% 38k 24.82
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Morgan Stanley Com New (MS) 0.0 $931k -4% 10k 93.25
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Bristol Myers Squibb (BMY) 0.0 $925k -12% 18k 51.31
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Past Filings by Moneta Group Investment Advisors

SEC 13F filings are viewable for Moneta Group Investment Advisors going back to 2010

View all past filings