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Monument Group Wealth Advisors

Latest statistics and disclosures from Monument Group Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAI, VTI, VEA, DFAE, and represent 82.83% of Monument Group Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$5.6M), DFAI, DFAE, RTX, IWD, SCZ, IVV, BSV, VXUS, MGC.
Started 2 new stock positions in IWD, RTX.
Reduced shares in these 10 stocks: DFAR, VTI, WTW, JPM, VEA, MSFT, VWO, VBR, VTV, IBM.
Monument Group Wealth Advisors was a net buyer of stock by $7.7M.
Monument Group Wealth Advisors has $166M in assets under management (AUM), dropping by 11.93%.
Central Index Key (CIK): 0001965665

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Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 50 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	46.6	$78M	+7%	2.3M	34.29	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	16.0	$27M	+9%	838k	31.78	View chart
Vanguard Total Stk Mkt Etf (VTI)	9.7	$16M		57k	283.16	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	6.1	$10M		192k	52.81	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	4.4	$7.4M	+7%	269k	27.41	View chart
Vanguard Value Etf Etf (VTV)	1.7	$2.9M		17k	174.57	View chart
Vanguard Small-cap Etf Etf (VB)	1.7	$2.8M		12k	237.22	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.4	$2.3M		49k	47.85	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.9	$1.5M	+2%	21k	67.70	View chart
Apple Stock (AAPL)	0.9	$1.4M		6.1k	233.00	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.7	$1.2M		6.2k	200.78	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.6	$1.0M		28k	37.18	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.5	$904k		12k	78.69	View chart
Coca Cola Stock (KO)	0.5	$777k		11k	71.86	View chart
Microsoft Stock (MSFT)	0.5	$767k	-3%	1.8k	430.30	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.4	$741k		7.8k	95.15	View chart
Willis Towers Watson Stock (WTW)	0.4	$698k	-21%	2.4k	294.56	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.4	$607k		10k	59.02	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$578k		4.9k	117.22	View chart
Stryker Corp Stock (SYK)	0.3	$573k		1.6k	361.26	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$561k	+7%	972.00	577.01	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.3	$502k		9.0k	55.63	View chart
Thermo Fisher Scientific Stock (TMO)	0.3	$495k		800.00	618.57	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.3	$434k		10k	41.95	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.2	$402k		9.6k	41.69	View chart
Intl Business Machines Stock (IBM)	0.2	$389k	-2%	1.8k	221.08	View chart
Wisdomtree U.s. High Dividend Fund Etf (DHS)	0.2	$386k		4.1k	93.80	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.2	$350k	-58%	14k	25.64	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$348k		606.00	573.76	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$345k		897.00	384.22	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.2	$341k		1.6k	206.72	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$340k		2.0k	167.19	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$336k		731.00	460.26	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$330k		5.1k	64.75	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$328k		1.0k	322.24	View chart
Flexshares Stoxx Us Esg Select Index Fund Etf (ESG)	0.2	$323k		2.4k	135.85	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$316k	-13%	1.5k	210.86	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.2	$304k		3.7k	82.63	View chart
Mcdonalds Corp Stock (MCD)	0.2	$301k		989.00	304.51	View chart
Merck & Co Stock (MRK)	0.2	$287k		2.5k	113.56	View chart
Public Svc Enterprise Grp Stock (PEG)	0.2	$281k		3.2k	89.21	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$269k		1.5k	179.21	View chart
Johnson & Johnson Stock (JNJ)	0.1	$235k		1.5k	162.06	View chart
Automatic Data Processing Stock (ADP)	0.1	$235k		849.00	276.73	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$224k		1.8k	128.20	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.1	$219k		6.1k	35.74	View chart
Spdr Msci Acwi Climate Paris Aligned Etf Etf (NZAC)	0.1	$218k		5.8k	37.29	View chart
Costco Whsl Corp Stock (COST)	0.1	$217k		245.00	886.52	View chart
Rtx Corporation Stock (RTX)	0.1	$212k	NEW	1.8k	121.16	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$207k	NEW	1.1k	189.80	View chart

Past Filings by Monument Group Wealth Advisors

SEC 13F filings are viewable for Monument Group Wealth Advisors going back to 2023

Monument Group Wealth Advisors 2024 Q3 filed Oct. 18, 2024
Monument Group Wealth Advisors 2024 Q2 filed Aug. 6, 2024
Monument Group Wealth Advisors 2024 Q1 filed May 8, 2024
Monument Group Wealth Advisors 2023 Q4 filed Feb. 1, 2024

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