MONETA GROUP INVESTMENT ADVISORS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MG MONETA GROUP INVESTMENT ADVISORS LLC | Institutional Filer | ▲ 0.09% | $13.20B | 796 |
Current Portfolio Holdings
Showing all 796 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 3.0M | $1.80B | 13.61% |
| 2 | SCHX | SCHWAB STRATEGIC TR | — | 37.4M | $958.1M | 7.26% |
| 3 | VO | VANGUARD INDEX FDS | — | 9.9M | $714.1M | 5.41% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | — | 10.9M | $701.6M | 5.32% |
| 5 | VTV | VANGUARD INDEX FDS | — | 3.4M | $661.5M | 5.01% |
| 6 | VUG | VANGUARD INDEX FDS | — | 8.5M | $617.7M | 4.68% |
| 7 | VV | VANGUARD INDEX FDS | — | 1.4M | $409.3M | 3.10% |
| 8 | IEMG | ISHARES INC | — | 5.6M | $387.8M | 2.94% |
| 9 | IVV | ISHARES TR | — | 551K | $359.8M | 2.73% |
| 10 | SCHM | SCHWAB STRATEGIC TR | — | 11.3M | $348.9M | 2.64% |
| 11 | IEFA | ISHARES TR | — | 2.7M | $243.0M | 1.84% |
| 12 | ADM | Archer-Daniels-Midland Company | Consumer Defensive | 2.8M | $202.0M | 1.53% |
| 13 | VOE | VANGUARD INDEX FDS | — | 1.1M | $200.9M | 1.52% |
| 14 | SCHG | SCHWAB STRATEGIC TR | — | 6.4M | $187.4M | 1.42% |
| 15 | VOT | VANGUARD INDEX FDS | — | 718K | $184.7M | 1.40% |
Showing 1 to 15 of 796 holdings