Universe · entity
MONETA GROUP INVESTMENT ADVISORS LLC
Institutional manager (13F) · CIK 1120927
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $11.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $1.8B | 3,006,863 |
| 2 | SCHWAB STRATEGIC TR | $958M | 37,368,877 |
| 3 | VANGUARD INDEX FDS | $714M | 9,946,833 |
| 4 | VANGUARD TAX-MANAGED FDS | $702M | 10,948,174 |
| 5 | VANGUARD INDEX FDS | $661M | 3,371,516 |
| 6 | VANGUARD INDEX FDS | $618M | 8,485,080 |
| 7 | VANGUARD INDEX FDS | $409M | 1,369,690 |
| 8 | ISHARES INC | $388M | 5,559,794 |
| 9 | ISHARES TR | $360M | 550,875 |
| 10 | SCHWAB STRATEGIC TR | $349M | 11,267,842 |
| 11 | ISHARES TR | $243M | 2,684,302 |
| 12 | ARCHER DANIELS MIDLAND CO | $202M | 2,778,927 |
| 13 | VANGUARD INDEX FDS | $201M | 1,090,118 |
| 14 | SCHWAB STRATEGIC TR | $187M | 6,434,196 |
| 15 | VANGUARD INDEX FDS | $185M | 717,522 |
| 16 | ISHARES TR | $183M | 1,468,209 |
| 17 | APPLE INC | $180M | 709,322 |
| 18 | VANGUARD INDEX FDS | $170M | 529,490 |
| 19 | VANGUARD INDEX FDS | $162M | 536,196 |
| 20 | SPDR SERIES TRUST | $160M | 1,746,817 |
| 21 | SCHWAB STRATEGIC TR | $154M | 5,065,538 |
| 22 | ISHARES TR | $145M | 1,285,735 |
| 23 | VANGUARD INDEX FDS | $134M | 509,817 |
| 24 | STATE STR SPDR S&P 500 ETF T | $119M | 182,562 |
| 25 | ISHARES TR | $117M | 1,096,064 |
| 26 | ISHARES TR | $117M | 1,725,321 |
| 27 | SCHWAB STRATEGIC TR | $113M | 4,579,118 |
| 28 | VANGUARD INDEX FDS | $108M | 495,314 |
| 29 | ISHARES TR | $78M | 370,632 |
| 30 | BERKSHIRE HATHAWAY INC DEL | $76M | 159,027 |
| 31 | ISHARES TR | $76M | 354,938 |
| 32 | MICROSOFT CORP | $71M | 192,108 |
| 33 | ISHARES TR | $69M | 1,030,968 |
| 34 | SCHWAB STRATEGIC TR | $63M | 1,914,788 |
| 35 | LAM RESEARCH CORP | $60M | 282,997 |
| 36 | VANGUARD STAR FDS | $60M | 775,668 |
| 37 | SCHWAB STRATEGIC TR | $59M | 2,025,667 |
| 38 | ISHARES TR | $59M | 237,086 |
| 39 | EA SERIES TRUST | $58M | 1,804,278 |
| 40 | NVIDIA CORPORATION | $56M | 322,200 |
| 41 | VANGUARD INTL EQUITY INDEX F | $55M | 735,263 |
| 42 | VANGUARD WHITEHALL FDS | $49M | 332,863 |
| 43 | ISHARES TR | $49M | 440,596 |
| 44 | VANGUARD INTL EQUITY INDEX F | $45M | 826,843 |
| 45 | ALPHABET INC | $43M | 150,121 |
| 46 | SPDR SERIES TRUST | $41M | 280,481 |
| 47 | DIMENSIONAL ETF TRUST | $40M | 897,061 |
| 48 | VANGUARD INDEX FDS | $40M | 452,995 |
| 49 | AMAZON COM INC | $39M | 187,553 |
| 50 | ISHARES TR | $37M | 469,189 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.