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Institutional Investment Manager
Modera Wealth Management, LLC
Modera Wealth Management, LLC (CIK: 0001542143) incorporated in Delaware, located at 56 Jefferson Avenue, Westwood, NJ. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Original 13F HR (0001221073-14-000086) filed in 2014.11.12
#
Name
Shares
Value ($)
%
Options
Notes
51 PIMCO ETF TR 6,862 711 0.30%
52 ISHARES INC 15,443 773 0.33%
53 GENERAL ELECTRIC CO 33,424 856 0.36%
54 UNION PAC CORP 7,906 857 0.36%
55 VANGUARD INDEX FDS 7,881 925 0.39%
56 VERIZON COMMUNICATIONS INC 18,574 928 0.39%
57 VANGUARD TAX-MANAGED FDS 26,689 1,061 0.45%
58 SPDR INDEX SHS FDS 28,034 1,161 0.49%
59 VANGUARD MALVERN FDS 24,018 1,186 0.50%
60 INTERNATIONAL BUSINESS MACHS 6,586 1,250 0.53%
61 ISHARES TR 33,716 1,401 0.59%
62 JOHNSON & JOHNSON 13,884 1,480 0.63%
63 Allergan plc 8,343 1,487 0.63%
64 EXXON MOBIL CORP 15,964 1,501 0.64%
65 VANGUARD WORLD FD 12,008 1,574 0.67%
66 AT&T INC 44,746 1,577 0.67%
67 ISHARES TR 14,013 1,657 0.70%
68 ISHARES MSCI ACWI EX US IDX FD 40,098 1,824 0.77%
69 ISHARES MSCI EAFE SMALL CAP IDX FD 42,047 2,039 0.86%
70 ISHARES TR 23,761 2,388 1.01%
71 SPDR S&P 500 ETF TR 12,754 2,513 1.06%
72 ISHARES GOLD TRUST 317,940 3,720 1.57%
73 SPDR S&P MIDCAP 400 ETF TR 17,712 4,416 1.87%
74 VANGUARD SPECIALIZED FUNDS 131,810 10,143 4.29%
75 VANGUARD INDEX FDS 140,713 14,035 5.94%
76 VANGUARD SCOTTSDALE FDS 180,826 14,443 6.11%
77 ISHARES TR 73,340 14,540 6.15%
78 VANGUARD INDEX FDS 180,347 14,644 6.20%
79 VANGUARD INTL EQUITY INDEX F 383,969 16,015 6.78%
80 ISHARES RUSSELL 1000 ETF 163,746 17,991 7.61%
81 ISHARES US HEALTHCARE ETF 770,586 20,387 8.63%
82 ISHARES TR 190,642 21,514 9.11%
83 ISHARES TR 274,813 37,578 15.90%
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