MONETA GROUP INVESTMENT ADVISORS LLC: 13F holdings
CIK 11209272026Q2
| Positions | 879 |
|---|
| Reported value | $13.5bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 879 (+79 vs prior quarter) |
|---|
| Reported value | $13.5bn (+1.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 38,698,661 | $1.1bn | 8.4% |
| VO VANGUARD INDEX FDS | 10,059,496 | $810.5m | 6.0% |
| VEA VANGUARD TAX-MANAGED FDS | 10,957,948 | $780.8m | 5.8% |
| VTV VANGUARD INDEX FDS | 3,442,447 | $750.2m | 5.6% |
| VUG VANGUARD INDEX FDS | 8,638,955 | $744.2m | 5.5% |
| VV VANGUARD INDEX FDS | 1,429,481 | $491.6m | 3.6% |
| IEMG ISHARES INC | 5,808,597 | $481.2m | 3.6% |
| IVV ISHARES TR | 580,170 | $434.5m | 3.2% |
| SCHM SCHWAB STRATEGIC TR | 11,767,147 | $433.9m | 3.2% |
| IEFA ISHARES TR | 2,910,642 | $281.1m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1120927")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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