StockDriftsStockDriftsTop 50 Modera Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 6.5% | 1.24M | $542.3M | +3.73%(+44.67K) | $49.50(+72.73%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.16% | 1.77M | $346.9M | +3.80%(+64.66K) | $134.20(+63.32%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.16% | 1.61M | $346.8M | +4.00%(+61.98K) | $144.90(+64.68%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.11% | 5.35M | $342.6M | -2.90%(-159.70K) | $45.85(+54.43%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.83% | 3.53M | $319.3M | +0.65%(+22.75K) | $67.06(+45.08%) | 2026-03-31 | |
| STIP | ISHARES TR | 3.03% | 2.44M | $252.7M | +7.18%(+163.59K) | $98.93(+2.33%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 2.62% | 2.19M | $218.5M | +5.23%(+108.78K) | $71.50(+46.03%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.34% | 769.4K | $195.3M | -5.37%(-43.67K) | $149.67(+106.21%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.25% | 4.83M | $187.7M | -0.34%(-16.67K) | $24.97(+77.19%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.1% | 1.41M | $175.1M | -0.15%(-2.10K) | $102.25(+43.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.76% | +55.14% |
| Top 20 Holdings Unweighted | +13.70% | +46.98% |
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