test

Amanda Sawyer

@Moneta Group Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$6.886BTotal holdings646
Assets growth rate9.96%Assets growth rate (2-Q avg)16.85%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Moneta Group Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 646 positions.

Assets under management

The assets under management (AUM) of Moneta Group Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.886B in assets, with a quarterly growth rate of 9.96% and a 2-quarter average growth rate of 16.85%. The portfolio is managed by Amanda Sawyer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IEFAIshares Tr
Recent Activity
Increased 0.96%
2.13%
$146.019M
1.871M shares@ $78.06 avg price
VOVanguard Index Fds
Recent Activity
Increased 4.52%
2.11%
$145.186M
550,302 shares@ $263.83 avg price
VOEVanguard Index Fds
Recent Activity
Increased 2.98%
1.87%
$128.113M
764,078 shares@ $167.67 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 307.99%
1.84%
$126.554M
4.859M shares@ $26.05 avg price
VBKVanguard Index Fds
Recent Activity
Increased 4.71%
1.83%
$125.408M
469,044 shares@ $267.37 avg price
VBVanguard Index Fds
Recent Activity
Increased 3.68%
1.73%
$118.589M
499,935 shares@ $237.21 avg price
VOTVanguard Index Fds
Recent Activity
Increased 3.52%
1.52%
$104.448M
428,996 shares@ $243.47 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 225.26%
1.29%
$88.706M
3.311M shares@ $26.8 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 4.24%
1.24%
$85.304M
148,675 shares@ $573.77 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 113.63%
1.11%
$75.864M
3.69M shares@ $20.56 avg price