MONETA GROUP INVESTMENT ADVISORS LLC 13F Holdings
CIK 0001120927 · ST LOUIS, MO
As of Sep 30, 2025, MONETA GROUP INVESTMENT ADVISORS LLC reported 793 positions worth
CIK 0001120927 · ST LOUIS, MO
As of Sep 30, 2025, MONETA GROUP INVESTMENT ADVISORS LLC reported 793 positions worth
2.1B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 2,816,882 | .7B | 14.25% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 34,779,046 | $916.1M | 7.57% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 1,372,695 | $658.4M | 5.44% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 10,887,168 | $652.4M | 5.39% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 2,216,889 | $651.2M | 5.38% |
| VANGUARD VALUE INDEX FUND | VTV | — | 3,229,930 | $602.3M | 4.98% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 1,304,328 | $401.6M | 3.32% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 5,515,662 | $363.6M | 3.00% |
| ISHARES CORE S&P 500 ETF | IVV | — | 537,962 | $360.1M | 2.97% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 10,021,294 | $297.0M | 2.45% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 2,349,867 | $205.2M | 1.70% |
| ARCHER-DANIELS-MIDLAND CO | ADM | Consumer Defensive | 3,250,918 | 94.2M | 1.60% |
| APPLE INC | AAPL | Technology | 760,672 | 93.7M | 1.60% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 573,064 | 88.1M | 1.55% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 5,867,969 | 87.2M | 1.55% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 621,300 | 82.5M | 1.51% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 1,478,979 | 75.7M | 1.45% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 1,293,428 | 56.1M | 1.29% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 886,534 | 54.8M | 1.28% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 506,199 | 50.7M | 1.24% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 4,734,490 | 37.8M | 1.14% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 495,332 | 26.0M | 1.04% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 262,935 | 23.2M | 1.02% |
| SPDR S&P 500 ETF TRUST | SPY | — | 171,487 | 14.2M | 0.94% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 1,707,385 | 11.4M | 0.92% |