Modera Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Westwood, NJ
CIK
0001542143
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 524 6,044,406 VUG, VEA, VIG, VTV 13F-HR 2/14/2024 000172554724000557
Q3 2023 548 5,304,727 VEA, VUG, VIG, VTV RESTATEMENT 11/30/2023 000172554723002560
Q2 2023 563 5,508,029 VEA, VUG, AAPL, VIG 13F-HR 8/7/2023 000172554723000186
Q1 2023 360 2,577,049 VUG, VIG, VTV, IEFA 13F-HR 5/5/2023 000172554723000102
Q4 2022 349 2,458,672 VTV, VIG, VUG, DFAC 13F-HR 2/7/2023 000172554723000029
Q3 2022 312 1,974,175 VTV, VUG, VIG, DFUV 13F-HR 11/1/2022 000172554722000168
Q2 2022 333 2,099,410 VTV, VUG, VIG, DFUV 13F-HR 7/27/2022 000172554722000120
Q1 2022 352 2,259,366 VTV, VIG, VUG, IWF 13F-HR 5/3/2022 000172554722000079
Q4 2021 599 2,619,499 SPMB, JPUS, VTV, VIG 13F-HR 2/4/2022 000172554722000031
Q3 2021 276 1,947,861 SPMB, JPUS, VIG, VTV 13F-HR 11/4/2021 000172554721000106
Q2 2021 241 1,853,115 SPMB, JPUS, VIG, VTV 13F-HR 8/2/2021 000172554721000069
Q1 2021 227 1,538,600 JPUS, SPMB, VIG, VTV 13F-HR 4/29/2021 000172554721000035
Q4 2020 240 1,260,826 JPUS, VIG, VTV, IEMG 13F-HR 2/11/2021 000172554721000017
Q3 2020 161 674,223 JPUS, VIG, IEMG, EMB 13F-HR 11/12/2020 000172554720000085
Q2 2020 151 626,481 JPUS, VIG, IEMG, EMB 13F-HR 8/12/2020 000172554720000072
Q1 2020 148 476,953 JPUS, IEMG, EMB, IJH 13F-HR 5/12/2020 000172554720000051
Q4 2019 148 639,862 STIP, JPUS, IEMG, IJH 13F-HR 2/5/2020 000172554720000018
Q3 2019 144 601,855 STIP, JPUS, IEMG, IJH 13F-HR 11/12/2019 000172554719000065
Q2 2019 144 547,820 STIP, IEMG, IJH, EMB 13F-HR 8/7/2019 000172554719000047
Q1 2019 145 534,006 STIP, IEMG, IJH, EMB 13F-HR 5/13/2019 000172554719000031
Q4 2018 134 507,569 STIP, IEMG, IJH, EMB 13F-HR 2/14/2019 000172554719000021
Q3 2018 144 493,838 STIP, IEMG, IJH, EMB 13F-HR 11/13/2018 000172554718000028
Q2 2018 134 474,460 STIP, IEMG, IJH, EMB 13F-HR 8/10/2018 000172554718000022
Q1 2018 132 482,099 STIP, IEMG, IJH, EMB 13F-HR 5/10/2018 000172554718000012
Q4 2017 132 463,898 STIP, EMB, IEMG, IJH 13F-HR 2/5/2018 000172554718000003
Q3 2017 133 443,833 STIP, EMB, IEMG, IJH 13F-HR 11/14/2017 000154214317000003
Q2 2017 119 411,691 STIP, EMB, IJH, IEMG 13F-HR 8/10/2017 000122107317000082
Q1 2017 114 399,174 STIP, EMB, IJH, IEMG 13F-HR 5/11/2017 000122107317000059
Q4 2016 108 296,202 EMB, IJH, IEMG, VTV 13F-HR 2/10/2017 000122107317000036
Q3 2016 112 298,282 EMB, IJH, IEMG, VTV RESTATEMENT 2/10/2017 000122107317000035
Q2 2016 103 286,054 EMB, IJH, IEMG, VTV 13F-HR 8/9/2016 000122107316000190
Q1 2016 108 286,247 EMB, IEMG, IJH, VBR 13F-HR 5/16/2016 000122107316000168
Q4 2015 79 253,095 EMB, IJH, IEMG, VBR 13F-HR 2/16/2016 000122107316000137
Q3 2015 75 239,955 EMB, IJH, IEMG, VBR 13F-HR 11/12/2015 000122107315000113
Q2 2015 86 253,689 IJH, EMB, IHY, VBR RESTATEMENT 12/15/2015 000108514615002463
Q1 2015 88 256,438 IJH, EMB, IHY, IWB 13F-HR 5/13/2015 000122107315000063
Q4 2014 90 257,717 IJH, EMB, IHY, IWB 13F-HR 2/11/2015 000122107315000020
Q3 2014 83 236,270 IJH, EMB, IHY, IWB 13F-HR 11/12/2014 000122107314000086
Q2 2014 63 220,197 IJH, EMB, IHY, IWB 13F-HR 8/8/2014 000122107314000061
Q1 2014 64 252,023 STIP, IJH, IWB, EMB RESTATEMENT 5/15/2014 000122107314000041
Q4 2013 84 263,176 STIP, IJH, IWB, IVV 13F-HR 1/23/2014 000122107314000001
Additional filings from Modera Wealth Management, LLC that have since been restated