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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
1 PPG INDS INC 1,171 230 0.10%
2 MEDIVATION INC 2,102 208 0.09%
3 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 2,246 207 0.09%
4 CHEVRON CORP NEW 2,251 269 0.11%
5 BERKSHIRE HATHAWAY INC DEL 2,378 328 0.14%
6 3M CO 2,516 356 0.15%
7 LOCKHEED MARTIN CORP 2,713 496 0.21%
8 VANGUARD INDEX FDS 2,815 202 0.09%
9 VANGUARD INDEX FDS 3,057 552 0.23%
10 ISHARES TR 3,066 344 0.15%
11 VANGUARD INTL EQUITY INDEX F 3,071 314 0.13%
12 BOEING CO 3,205 408 0.17%
13 DOMINION ENERGY INC 3,335 230 0.10%
14 VANGUARD INDEX FDS 3,377 342 0.14%
15 ISHARES TR 3,734 374 0.16%
16 ENERGY TRANSFER L P 3,914 241 0.10%
17 SPDR GOLD TR 3,930 457 0.19%
18 KIMBERLY CLARK CORP 4,000 430 0.18%
19 HERSHEY CO 4,062 388 0.16%
20 HONEYWELL INTL INC 4,441 414 0.18%
21 CONOCOPHILLIPS 4,481 343 0.15%
22 PROCTER AND GAMBLE CO 4,710 394 0.17%
23 PHILIP MORRIS INTL INC 5,223 436 0.18%
24 ALTRIA GROUP INC 5,703 262 0.11%
25 VANGUARD BD INDEX FDS 5,927 486 0.21%
26 PEPSICO INC 6,270 584 0.25%
27 MICROSOFT CORP 6,391 296 0.13%
28 COCA COLA CO 6,502 277 0.12%
29 APPLE INC 6,509 656 0.28%
30 INTERNATIONAL BUSINESS MACHS 6,586 1,250 0.53%
31 COMCAST CORP NEW 6,857 369 0.16%
32 PIMCO ETF TR 6,862 711 0.30%
33 SPDR Dow Jones Global Real Est 6,866 304 0.13%
34 INTEL CORP 7,298 254 0.11%
35 COLGATE PALMOLIVE CO 7,369 481 0.20%
36 ENTERPRISE PRODS PARTNERS L 7,478 301 0.13%
37 MERCK & CO INC 7,872 467 0.20%
38 VANGUARD INDEX FDS 7,881 925 0.39%
39 UNION PAC CORP 7,906 857 0.36%
40 IROBOT CORP 7,974 243 0.10%
41 Allergan plc 8,343 1,487 0.63%
42 PFIZER INC 8,762 259 0.11%
43 CLAYMORE EXCHANGE TRD FD TR 8,866 236 0.10%
44 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 9,564 213 0.09%
45 BANK AMER CORP 10,702 182 0.08%
46 MORGAN STANLEY 11,033 381 0.16%
47 PUBLIC SVC ENTERPRISE GRP IN 11,656 434 0.18%
48 VANGUARD WORLD FD 12,008 1,574 0.67%
49 SPDR SER TR 12,515 375 0.16%
50 PITNEY BOWES INC 12,656 316 0.13%
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