Moneta Group Investment Advisors
$13.3B 13F equity value
857 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 3,006,863 | $1.8B | 13.5% |
| SCHX | SCHWAB STRATEGIC TR | 37,368,877 | $958M | 7.2% |
| VO | VANGUARD INDEX FDS | 9,946,833 | $714M | 5.4% |
| VEA | VANGUARD TAX-MANAGED FDS | 10,948,174 | $702M | 5.3% |
| VTV | VANGUARD INDEX FDS | 3,371,516 | $661M | 5.0% |
| VUG | VANGUARD INDEX FDS | 8,485,080 | $618M | 4.6% |
| VV | VANGUARD INDEX FDS | 1,369,690 | $409M | 3.1% |
| IEMG | ISHARES INC | 5,559,794 | $388M | 2.9% |
| IVV | ISHARES TR | 550,875 | $360M | 2.7% |
| SCHM | SCHWAB STRATEGIC TR | 11,267,842 | $349M | 2.6% |
Track Moneta Group Investment Advisors's 13F portfolio: $13.3B in reported holdings, 857 positions. Top holdings and quarterly changes on SentiSense.