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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 (2015Q4)
Original 13F HR (0001221073-16-000137) filed in 2016.02.16
#
Name
Shares
Value ($)
%
Options
Notes
51 APPLE INC 14,021 1,476 0.58%
52 STERLING BANCORP DEL COM 14,024 227 0.09%
53 EXXON MOBIL CORP 14,203 1,107 0.44%
54 SPDR S&P MIDCAP 400 ETF TR 15,604 3,964 1.57%
55 BOULDER GROWTH & INCOME FUND COM 16,769 130 0.05%
56 ISHARES TR 17,474 562 0.22%
57 STEWARDSHIP FINL CORP 18,702 113 0.04%
58 Spdr Ser Tr Nuveen Barcl 19,147 466 0.18%
59 MERCK & CO INC 19,940 1,053 0.42%
60 VERIZON COMMUNICATIONS INC 21,647 1,001 0.40%
61 SPDR INDEX SHS FDS 24,216 947 0.37%
62 ISHARES MSCI ACWI EX US IDX FD 24,842 984 0.39%
63 BANK AMER CORP 26,111 439 0.17%
64 GENERAL ELECTRIC CO 33,027 1,029 0.41%
65 ENTERPRISE PRODS PARTNERS L 37,304 954 0.38%
66 VANGUARD SCOTTSDALE FDS 38,304 3,026 1.20%
67 AT&T INC 51,291 1,765 0.70%
68 ISHARES TR 55,159 3,000 1.19%
69 ISHARES TR 63,751 13,061 5.16%
70 VANGUARD SPECIALIZED FUNDS 117,207 9,114 3.60%
71 ISHARES RUSSELL 1000 ETF 138,510 15,695 6.20%
72 VANGUARD INDEX FDS 171,545 16,943 6.69%
73 VANGUARD INDEX FDS 192,396 15,684 6.20%
74 ISHARES GOLD TRUST 219,801 2,249 0.89%
75 ISHARES TR 246,126 34,290 13.55%
76 ISHARES MSCI EAFE SMALL CAP IDX FD 248,504 12,413 4.90%
77 ISHARES TR 438,795 46,416 18.34%
78 VANGUARD INTL EQUITY INDEX F 502,459 16,435 6.49%
79 ISHARES INC 605,617 23,855 9.43%
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