account_balance
Investment manager · 13F filer · SEC CIK 1120927
Moneta Group Investment Advisors LLC
Reported value$13.5Bas of Jun 30, 2026
Positions878 116 new, 38 sold out
Top 10 weight47.0%SCHX alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
8.4%Added +4%
VOVanguard Index FDS
6.0%
VEAVanguard Tax-managed FDS
5.8%
VTVVanguard Index FDS
5.6%Added +2%
VUGVanguard Index FDS
5.5%
VVVanguard Index FDS
3.6%Added +4%
IEMGiShares Inc
3.6%Added +4%
IVViShares Tr
3.2%Added +5%
SCHMSchwab Strategic Tr
3.2%Added +4%
IEFAiShares Tr
2.1%Added +8%
VOTVanguard Index FDS
1.7%Added +5%
SCHGSchwab Strategic Tr
1.7%Added +4%
SCHXSchwab Strategic Tr
8.4%Added +4%
VOVanguard Index FDS
6.0%
VEAVanguard Tax-managed FDS
5.8%
VTVVanguard Index FDS
5.6%Added +2%
VUGVanguard Index FDS
5.5%
VV3.6%
IEMG3.6%
IVV3.2%
SCHM3.2%
IEFA2.1%
VOT1.7%
SCHG1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 8.4% Added +4%
VO Vanguard Index FDS 6.0% Held
VEA Vanguard Tax-managed FDS 5.8% Held
VTV Vanguard Index FDS 5.6% Added +2%
VUG Vanguard Index FDS 5.5% Held
VV Vanguard Index FDS 3.6% Added +4%
IEMG iShares Inc 3.6% Added +4%
IVV iShares Tr 3.2% Added +5%
SCHM Schwab Strategic Tr 3.2% Added +4%
IEFA iShares Tr 2.1% Added +8%
VOT Vanguard Index FDS 1.7% Added +5%
SCHG Schwab Strategic Tr 1.7% Added +4%
What changed