MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings250 positions
iShares Core MSCI Emerging Markets ETF | 1.4M | $67.4M | 6.4% | $42.20 | -3.02% | 6 qtrssince 2019-Q1 | Decreased 0 |
Schwab US Large-Cap ETF | 826,194 | $61.2M | 5.8% | $10.72 | +5.92% | 6 qtrssince 2019-Q1 | Increased 68 |
ISHARES INTL SELECT DIVIDEND ETF | 1.7M | $41.5M | 3.9% | $19.42 | -11.00% | 6 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P DIVIDEND ETF | 386,349 | $35.2M | 3.3% | $82.12 | -5.54% | 6 qtrssince 2019-Q1 | Decreased 0 |
Schwab U.S. REIT ETF | 849,035 | $29.9M | 2.8% | $18.25 | -18.57% | 6 qtrssince 2019-Q1 | Increased 55 |
ISHARES CORE MSCI EAFE ETF | 494,909 | $28.3M | 2.7% | $47.62 | +1.56% | 6 qtrssince 2019-Q1 | Increased 59 |
VANGUARD INTL EQUITY INDEX F | 596,464 | $27.8M | 2.6% | $44.58 | -15.23% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF | 388,651 | $26.5M | 2.5% | $66.59 | -6.72% | 6 qtrssince 2019-Q1 | Increased 56 |
iShares Core S&P 500 ETF | 85,640 | $26.5M | 2.5% | $253.38 | +11.87% | 6 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Large-Cap ETF | 183,252 | $26.2M | 2.5% | $118.01 | +11.23% | 6 qtrssince 2019-Q1 | Decreased 0 |
iShares Russell 2000 ETF | 169,186 | $24.2M | 2.3% | $139.47 | -4.77% | 6 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Real Estate ETF | 306,469 | $24.1M | 2.3% | $60.70 | +2.92% | 6 qtrssince 2019-Q1 | Increased 61 |
Vanguard High Dividend Yield ETF | 302,374 | $23.8M | 2.3% | $64.52 | +1.74% | 3 qtrssince 2019-Q4 | Increased 79 |
SPDR S&P 500 ETF Trust | 74,805 | $23.1M | 2.2% | $249.57 | +13.51% | 6 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 400,285 | $21.1M | 2.0% | $15.96 | +0.60% | 6 qtrssince 2019-Q1 | Increased 51 |
Apple Inc | 53,939 | $19.7M | 1.9% | $50.04 | +76.30% | 6 qtrssince 2019-Q1 | Increased 47 |
Baxter International Inc | 223,124 | $19.2M | 1.8% | $72.84 | +5.48% | 6 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Value ETF | 190,632 | $19M | 1.8% | $87.09 | -1.45% | 6 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 85,234 | $17.2M | 1.6% | $24.93 | +30.46% | 6 qtrssince 2019-Q1 | Increased 45 |
SPDR SER TR | 469,131 | $17M | 1.6% | $30.58 | +8.58% | 6 qtrssince 2019-Q1 | Increased 51 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $1.1B across 250 positions as of Q2 2020. Top holdings: IEMG (6.4%), SCHX (5.8%), IDV (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 34 new positions, 17 exits, 136 increased. Top move: VYM (INCREASED, conviction 79). Portfolio: $1.1B across 250 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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