Modera Wealth Management

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$42.82M7.09101,838+3.31%+$1.37M0.72
Seelos Therapeutics, Inc.
SEEL
$93.15M6.04157,617+126.05%+$51.94M1.57
The Interpublic Group of Companies, Inc.
IPG
$30.88M0.25946,315+0.29%+$90,450.400.52
Williams-Sonoma, Inc.
WSM
$40.01M0.2126,012-0.43%-$172,418.500.67
Lowe's Companies, Inc.
LOW
$77.99M0.05306,148-6.62%-$5.53M1.31
BlackRock, Inc.
BLK
$52.31M0.0462,742-1.31%-$695,300.480.88
Amgen Inc.
AMGN
$36.07M0.02126,876-1.71%-$627,492.550.61
Cisco Systems, Inc.
CSCO
$43.52M0.02871,913-0.9%-$392,841.900.73
PepsiCo, Inc.
PEP
$30.06M0.01171,745+0.14%+$41,477.400.51
Novo Nordisk A/S
NVO
$52.03M0.01405,255-4.3%-$2.34M0.88
Broadcom Inc.
AVGO
$64.93M0.0148,986-3.54%-$2.39M1.09
Johnson & Johnson
JNJ
$37.53M0.01237,278+0.3%+$113,580.400.63
The Home Depot, Inc.
HD
$32.52M0.0184,773+0.7%+$226,322.420.55
JPMorgan Chase & Co.
JPM
$49.94M0.01249,336-2.68%-$1.37M0.84
Visa Inc.
V
$37.49M0.01134,325-0.58%-$217,403.920.63
Apple Inc.
AAPL
$153.39M0.01894,506-0.41%-$638,419.542.58
Microsoft Corporation
MSFT
$175.67M0.01417,548-0.79%-$1.39M2.95
Eli Lilly and Company
LLY
$46.32M0.0159,546-4.04%-$1.95M0.78
Taiwan Semiconductor Manufacturing Company Limited
TSM
$37.68M0.01276,934-0.66%-$248,835.210.63
Alphabet Inc.
GOOG
$57M<0.01374,343-0.49%-$281,224.890.96
Amazon.com, Inc.
AMZN
$43.39M<0.01240,536-0.73%-$317,108.590.73
iShares 0-5 Year TIPS Bond ETF
STIP
$159.17M<0.011.6M+30.33%+$37.04M2.68
Avantis U.S. Equity ETF
AVUS
$67.28M<0.01751,705+5.74%+$3.65M1.13
Vanguard Value Index Fund
VTV
$226.04M<0.011.39M+5.13%+$11.03M3.8
iShares Core MSCI Emerging Markets ETF
IEMG
$69.08M<0.011.34M-1.18%-$825,909.481.16
iShares Russell 2000 ETF
IWM
$39.89M<0.01189,674-2.04%-$830,051.490.67
Vanguard Total Stock Market Index Fund
VTI
$34.91M<0.01134,322-3.75%-$1.36M0.59
iShares Core MSCI EAFE ETF
IEFA
$206.76M<0.012.79M+13.56%+$24.7M3.48
iShares MSCI EAFE Small-Cap ETF
SCZ
$127.57M<0.012.01M+5.97%+$7.19M2.15
iShares Russell 1000 Growth ETF
IWF
$95.99M<0.01284,789-0.52%-$505,911.351.61
Vanguard Tax-Exempt Bond Index Fund
VTEB
$33.48M<0.01661,605-2.06%-$703,541.980.56
Schwab U.S. Large-Cap ETF
SCHX
$36.89M<0.01594,492-11.12%-$4.61M0.62
iShares Russell 1000 Value ETF
IWD
$82.83M<0.01462,448-2.04%-$1.72M1.39
Vanguard Russell 1000 Growth Index Fund
VONG
$40.67M<0.01469,274+<0.01%+$4,073.490.68
iShares S&P 500 Growth ETF
IVW
$65.27M<0.01772,999-2.06%-$1.38M1.1
Vanguard Dividend Appreciation Index Fund
VIG
$231.97M<0.011.27M+6.54%+$14.25M3.9
iShares MSCI EAFE Value ETF
EFV
$94.06M<0.011.73M+4.4%+$3.96M1.58
iShares Core S&P 500 ETF
IVV
$140.45M<0.01267,157-0.7%-$990,476.222.36
Vanguard Developed Markets Index Fund
VEA
$287.88M<0.015.74M-1.57%-$4.59M4.84
iShares MSCI EAFE ETF
EFA
$44.67M<0.01559,416-3.18%-$1.47M0.75
iShares Core S&P U.S. Value ETF
IUSV
$88.41M<0.01977,605-0.06%-$50,646.401.49
Vanguard Short-Term Corporate Bond Index Fund
VCSH
$47.52M<0.01614,667+5.69%+$2.56M0.8
Dimensional U.S. Equity ETF
DFUS
$68.28M<0.011.2M-0.51%-$352,478.291.15
Vanguard Small Cap Value Index Fund
VBR
$56.31M<0.01293,469+4.82%+$2.59M0.95
iShares S&P Small-Cap 600 Value ETF
IJS
$82.21M<0.01799,994-2.01%-$1.68M1.38
JPMorgan Diversified Return U.S. Equity ETF
JPUS
$37.85M<0.01337,958-2.42%-$940,832.190.64
Vanguard Emerging Markets Stock Index Fund
VWO
$74.13M<0.011.77M-0.98%-$736,780.771.25
iShares Core S&P Small-Cap ETF
IJR
$144.62M<0.011.31M+19.57%+$23.67M2.43
Vanguard Growth Index Fund
VUG
$332.15M<0.01964,994+4.59%+$14.58M5.59
iShares Core S&P Mid-Cap ETF
IJH
$52.59M<0.01865,813+390.81%+$41.87M0.88