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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 (2016Q1)
Original 13F HR (0001221073-16-000168) filed in 2016.05.16
#
Name
Shares
Value ($)
%
Options
Notes
51 PFIZER INC 16,450 488 0.17%
52 MEDTRONIC PLC 6,578 493 0.17%
53 BERKSHIRE HATHAWAY INC DEL 3,488 495 0.17%
54 HONEYWELL INTL INC 4,633 519 0.18%
55 MERCK & CO INC 9,909 524 0.18%
56 KIMBERLY CLARK CORP 4,038 543 0.19%
57 Vaneck Vectors Gold 27,994 559 0.20%
58 PUBLIC SVC ENTERPRISE GRP IN 11,918 562 0.20%
59 ISHARES TR 16,691 572 0.20%
60 BLACKROCK INC 1,761 600 0.21%
61 SPDR Dow Jones Global Real Est 12,396 607 0.21%
62 TEVA PHARMACEUTICAL INDS LTD 11,357 608 0.21%
63 VANGUARD WORLD FD 7,247 622 0.22%
64 UNION PAC CORP 7,892 628 0.22%
65 VANGUARD INTL EQUITY INDEX F 14,756 637 0.22%
66 PHILIP MORRIS INTL INC 7,177 704 0.25%
67 ACCENTURE PLC IRELAND 6,632 765 0.27%
68 PROCTER AND GAMBLE CO 9,717 800 0.28%
69 ENTERPRISE PRODS PARTNERS L 32,704 805 0.28%
70 ISHARES TR 8,450 835 0.29%
71 WISDOMTREE TR 20,135 843 0.29%
72 INTEL CORP 26,099 844 0.29%
73 PEPSICO INC 8,896 912 0.32%
74 ISHARES MSCI ACWI EX US IDX FD 24,244 957 0.33%
75 ALTRIA GROUP INC 15,302 959 0.34%
76 SPDR INDEX SHS FDS 23,402 970 0.34%
77 APPLE INC 9,292 1,013 0.35%
78 WELLS FARGO & CO NEW 21,083 1,020 0.36%
79 ISHARES TR 3,949 1,030 0.36%
80 VANGUARD BD INDEX FDS 12,874 1,066 0.37%
81 GENERAL ELECTRIC CO 34,888 1,109 0.39%
82 INTERNATIONAL BUSINESS MACHS 7,640 1,157 0.40%
83 VERIZON COMMUNICATIONS INC 22,434 1,213 0.42%
84 MICROSOFT CORP 22,202 1,226 0.43%
85 ISHARES TR 23,398 1,243 0.43%
86 SPDR GOLD TR 10,749 1,265 0.44%
87 3M CO 8,750 1,458 0.51%
88 VANGUARD INDEX FDS 12,359 1,498 0.52%
89 LOCKHEED MARTIN CORP 7,248 1,605 0.56%
90 JOHNSON & JOHNSON 15,592 1,687 0.59%
91 AT&T INC 50,121 1,963 0.69%
92 VANGUARD WHITEHALL FDS 28,570 1,972 0.69%
93 EXXON MOBIL CORP 24,134 2,017 0.70%
94 VANGUARD SCOTTSDALE FDS 28,136 2,252 0.79%
95 VANGUARD INDEX FDS 22,476 2,356 0.82%
96 ISHARES GOLD TRUST 199,744 2,373 0.83%
97 SPDR S&P 500 ETF TR 12,645 2,599 0.91%
98 SPDR S&P MIDCAP 400 ETF TR 15,578 4,093 1.43%
99 VANGUARD INTL EQUITY INDEX F 235,340 8,138 2.84%
100 VANGUARD SPECIALIZED FUNDS 115,144 9,355 3.27%
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