Dark
Light
System
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 (2015Q4)
Original 13F HR (0001221073-16-000137) filed in 2016.02.16
#
Name
Shares
Value ($)
%
Options
Notes
51 PEPSICO INC 8,180 817 0.32%
52 PFIZER INC 9,845 318 0.13%
53 PITNEY BOWES INC 12,656 261 0.10%
54 PRAXAIR INC 2,755 282 0.11%
55 PROCTER AND GAMBLE CO 4,579 364 0.14%
56 PUBLIC SVC ENTERPRISE GRP IN 11,836 458 0.18%
57 SOUTHERN CO 8,131 380 0.15%
58 SPDR Dow Jones Global Real Est 12,423 581 0.23%
59 SPDR GOLD TR 3,691 374 0.15%
60 SPDR INDEX SHS FDS 24,216 947 0.37%
61 SPDR S&P 500 ETF TR 12,772 2,604 1.03%
62 SPDR S&P 600 SMALL CAP VALUE ETF 9,837 914 0.36%
63 SPDR S&P MIDCAP 400 ETF TR 15,604 3,964 1.57%
64 STERLING BANCORP DEL COM 14,024 227 0.09%
65 STEWARDSHIP FINL CORP 18,702 113 0.04%
66 Spdr Ser Tr Nuveen Barcl 19,147 466 0.18%
67 UNION PAC CORP 7,684 601 0.24%
68 UNITED PARCEL SERVICE INC 5,658 544 0.21%
69 VANGUARD BD INDEX FDS 6,723 543 0.21%
70 VANGUARD INDEX FDS 2,606 487 0.19%
71 VANGUARD INDEX FDS 171,545 16,943 6.69%
72 VANGUARD INDEX FDS 11,007 1,322 0.52%
73 VANGUARD INDEX FDS 192,396 15,684 6.20%
74 VANGUARD INTL EQUITY INDEX F 9,776 424 0.17%
75 VANGUARD INTL EQUITY INDEX F 502,459 16,435 6.49%
76 VANGUARD SCOTTSDALE FDS 38,304 3,026 1.20%
77 VANGUARD SPECIALIZED FUNDS 117,207 9,114 3.60%
78 VANGUARD WORLD FD 7,573 629 0.25%
79 VERIZON COMMUNICATIONS INC 21,647 1,001 0.40%
Page 2 of 2