25. Modera Wealth Management

Rank: 25
Location: Westwood, NJ
Website: www.feeonlywealthmanagement.com

ALL ETF Holdings

$12,532,443,204

Total AUM

$4,393,198,997

Total ETF Assets

18,992

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VUG: $332,150,773
  2. VEA: $287,884,784
  3. VIG: $231,969,654
  4. VTV: $226,035,876
  5. IEFA: $206,757,500
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Foreign Large Cap Equities
  3. Large Cap Blend Equities
  4. Inflation-Protected Bonds
  5. Small Cap Growth Equities
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. Dimensional
  4. American Century
  5. JPMorgan


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of March 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.feeonlywealthmanagement.com 2024 Top 50 ETF Power Users