MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings476 positions
SCHWAB U.S. LARGE-CAP ETF | 1.3M | $149.2M | 6.1% | $12.57 | +42.00% | 12 qtrssince 2019-Q1 | Increased 63 |
ISHARES INC | 1.9M | $113.2M | 4.6% | $44.91 | +19.16% | 12 qtrssince 2019-Q1 | Increased 61 |
VANGUARD REAL ESTATE ETF | 687,139 | $79.7M | 3.2% | $73.30 | +32.64% | 12 qtrssince 2019-Q1 | Increased 63 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 230,053 | $73.8M | 3.0% | $37.36 | +39.51% | 12 qtrssince 2019-Q1 | Increased 60 |
iShares Trust CORE S&P500 ETF | 149,037 | $71.1M | 2.9% | $312.89 | +42.66% | 12 qtrssince 2019-Q1 | Increased 56 |
SCHWAB U.S. REIT ETF | 1.3M | $67.4M | 2.7% | $18.51 | +24.57% | 12 qtrssince 2019-Q1 | Increased 54 |
Apple Inc. | 375,919 | $66.8M | 2.7% | $81.56 | +112.67% | 12 qtrssince 2019-Q1 | Increased 52 |
iShares Trust RUSSELL 2000 ETF | 298,049 | $66.3M | 2.7% | $169.86 | +23.49% | 12 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 437,292 | $64.3M | 2.6% | $104.95 | +25.31% | 12 qtrssince 2019-Q1 | Increased 55 |
ISHARES CORE S&P SMALL CAP ETF | 508,925 | $58.3M | 2.4% | $76.21 | +39.81% | 12 qtrssince 2019-Q1 | Increased 53 |
SCHWAB U.S. MID-CAP ETF | 699,764 | $56.3M | 2.3% | $19.20 | +30.50% | 12 qtrssince 2019-Q1 | Increased 56 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 248,285 | $54.9M | 2.2% | $135.64 | +52.74% | 12 qtrssince 2019-Q1 | Increased 51 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 104,272 | $49.5M | 2.0% | $291.47 | +52.94% | 12 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 190,156 | $48.4M | 2.0% | $43.70 | +35.85% | 12 qtrssince 2019-Q1 | Increased 49 |
Vanguard Index Funds S&P 500 ETF SHS | 105,999 | $46.3M | 1.9% | $349.08 | +17.02% | 12 qtrssince 2019-Q1 | Increased 61 |
STATE STREET SPDR S&P DIVIDEND ETF | 343,247 | $44.3M | 1.8% | $82.23 | +38.74% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 585,263 | $43.7M | 1.8% | $51.68 | +27.00% | 12 qtrssince 2019-Q1 | Increased 50 |
VANGUARD WHITEHALL FDS INC | 15,741 | $36.1M | 1.5% | $65.69 | +49.04% | 9 qtrssince 2019-Q4 | Decreased 0 |
Microsoft Corp. | 95,567 | $32.1M | 1.3% | $170.97 | +89.14% | 12 qtrssince 2019-Q1 | Increased 46 |
STATE STREET SPDR PORTFOLIO S&P 500 ETF | 555,776 | $31M | 1.3% | $33.13 | +57.79% | 12 qtrssince 2019-Q1 | Increased 47 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $2.5B across 476 positions as of Q4 2021. Top holdings: SCHX (6.1%), IEMG (4.6%), VNQ (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 39 new positions, 17 exits, 250 increased. Top move: SCHX (INCREASED, conviction 63). Portfolio: $2.5B across 476 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
Verify source filings on SEC EDGAR