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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 (2016Q4)
Original 13F HR (0001221073-17-000036) filed in 2017.02.10
#
Name
Shares
Value ($)
%
Options
Notes
51 BOEING CO 3,215 501 0.17%
52 LULULEMON ATHLETICA INC 7,741 503 0.17%
53 VANGUARD INTL EQUITY INDEX F 11,619 513 0.17%
54 VANECK ETF TRUST 24,535 513 0.17%
55 MERCK & CO INC 8,825 520 0.18%
56 HONEYWELL INTL INC 4,855 562 0.19%
57 BERKSHIRE HATHAWAY INC DEL 3,488 568 0.19%
58 VANGUARD WORLD FD 5,525 578 0.20%
59 VANGUARD INDEX FDS 3,182 653 0.22%
60 BLACKROCK INC 1,764 671 0.23%
61 BB&T CORP 14,937 702 0.24%
62 PHILIP MORRIS INTL INC 7,706 705 0.24%
63 PFIZER INC 22,042 716 0.24%
64 SPDR INDEX SHS FDS 21,216 765 0.26%
65 BANK AMER CORP 35,190 778 0.26%
66 ACCENTURE PLC IRELAND 6,690 784 0.26%
67 SPDR GOLD TR 7,253 795 0.27%
68 UNION PAC CORP 7,854 814 0.27%
69 VANGUARD BD INDEX FDS 10,438 843 0.28%
70 ISHARES TR 7,643 856 0.29%
71 ISHARES MSCI ACWI EX US IDX FD 21,340 859 0.29%
72 PROCTER AND GAMBLE CO 10,701 900 0.30%
73 ISHARES TR 3,711 985 0.33%
74 VANGUARD WHITEHALL FDS INC 12,786 991 0.33%
75 INTEL CORP 27,735 1,006 0.34%
76 VANGUARD SCOTTSDALE FDS 12,725 1,010 0.34%
77 PEPSICO INC 10,042 1,051 0.35%
78 ISHARES TR 10,467 1,098 0.37%
79 ALTRIA GROUP INC 16,771 1,134 0.38%
80 SPDR Dow Jones Global Real Est 24,645 1,155 0.39%
81 VERIZON COMMUNICATIONS INC 22,578 1,205 0.41%
82 APPLE INC 10,581 1,225 0.41%
83 VANGUARD WHITEHALL FDS 17,954 1,360 0.46%
84 GENERAL ELECTRIC CO 44,332 1,401 0.47%
85 VANGUARD INDEX FDS 12,234 1,411 0.48%
86 INTERNATIONAL BUSINESS MACHS 8,660 1,438 0.49%
87 MICROSOFT CORP 23,982 1,490 0.50%
88 LOCKHEED MARTIN CORP 6,304 1,576 0.53%
89 VANGUARD INDEX FDS 11,978 1,577 0.53%
90 3M CO 9,487 1,694 0.57%
91 ISHARES GOLD TRUST 158,920 1,761 0.59%
92 AT&T INC 42,494 1,807 0.61%
93 JOHNSON & JOHNSON 17,052 1,965 0.66%
94 ISHARES TR 38,106 2,044 0.69%
95 EXXON MOBIL CORP 27,439 2,477 0.84%
96 SPDR S&P 500 ETF TR 12,920 2,888 0.98%
97 ISHARES RUSSELL 2000 VALUE ETF 32,185 3,828 1.29%
98 SPDR S&P MIDCAP 400 ETF TR 14,762 4,454 1.50%
99 VANGUARD SPECIALIZED FUNDS 92,511 7,880 2.66%
100 VANGUARD INTL EQUITY INDEX F 240,457 8,604 2.90%
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