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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Moneta Group
Value
$0M
Stocks
250 Stocks (250 new)
Turnover
N/A
Top Holdings
VOO(14.53%) SCHX(7.34%) VO(5.06%) VEA(4.85%) VUG(4.84%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| VOO | None | Vanguard S&P 500 ETF | General | $2342672.2M | 0 | 14.5% | 0 | No Change |
| SCHX | None | Schwab Us Large-Cap Etf - US ETP | General | $1183248.7M | 0 | 7.3% | 0 | No Change |
| VO | None | Vanguard Mid-Cap Etf - US ETP | General | $815999.3M | 0 | 5.1% | 0 | No Change |
| VEA | None | Vanguard FTSE Developed Markets ETF | General | $782302.8M | 0 | 4.8% | 0 | No Change |
| VUG | None | Vanguard Growth Etf - US ETP | General | $780944.5M | 0 | 4.8% | 0 | No Change |
| VTV | None | Vanguard Short-Term Treasury ETF | General | $745434.8M | 0 | 4.6% | 0 | No Change |
| VV | None | Valvoline | General | $507345.0M | 0 | 3.1% | 0 | No Change |
| IEMG | None | Emerging Markets | General | $506856.8M | 0 | 3.1% | 0 | No Change |
| IVV | None | ISHARES TR | General | $448945.8M | 0 | 2.8% | 0 | No Change |
| SCHM | None | Schwab U.S. Mid-Cap ETF - US ETP | General | $414509.0M | 0 | 2.6% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 144 | $13927179.6M | 86.3% |
| Information Technology | 26 | $715859.0M | 4.4% |
| Consumer Staples | 9 | $263779.3M | 1.6% |
| Financials | 16 | $162771.4M | 1.0% |
| Industrials | 21 | $161703.0M | 1.0% |
| Health Care | 13 | $127634.0M | 0.8% |
| Energy | 8 | $92752.8M | 0.6% |
| Communication Services | 4 | $92167.2M | 0.6% |
| Consumer Discretionary | 5 | $82252.8M | 0.5% |
| Technology | 1 | $5844.4M | 0.0% |
| Materials | 1 | $5104.4M | 0.0% |
| Financial Services | 1 | $3461.9M | 0.0% |
| Utilities | 1 | $3230.8M | 0.0% |