$194 Million is the total value of Modera Wealth Management, LLC's 51 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-05-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 42 | Q3 2023 | 17.9% |
Vanguard Value ETF | 42 | Q3 2023 | 7.7% |
VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 13.5% |
Vanguard Small-Cap Value ETF | 42 | Q3 2023 | 6.9% |
ISHARES TR | 42 | Q3 2023 | 8.7% |
ISHARES TR | 42 | Q3 2023 | 5.7% |
VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 7.6% |
ISHARES TR | 42 | Q3 2023 | 7.8% |
SPDR S&P MIDCAP 400 ETF TR | 42 | Q3 2023 | 2.3% |
APPLE INC | 42 | Q3 2023 | 3.4% |
View Modera Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-14 |
13F-HR/A | 2023-11-30 |
13F-HR | 2023-11-01 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-27 |
13F-HR | 2022-05-03 |
View Modera Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.