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Monument Group Wealth Advisors

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

Central Index Key (CIK): 0001965665

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Positions held by Monument Group Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	37.4	$44M	1.5M	29.23	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	15.6	$18M	639k	28.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	13.3	$16M	66k	237.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.2	$9.6M	200k	47.90	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.2	$4.9M	204k	24.11	View chart
Vanguard Index Fds Value Etf (VTV)	2.5	$2.9M	20k	149.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.4	$2.8M	13k	213.33	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.8	$2.1M	94k	22.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$2.0M	49k	41.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$1.3M	7.1k	179.98	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.0	$1.2M	20k	61.90	View chart
Apple (AAPL)	1.0	$1.2M	6.2k	192.53	View chart
Microsoft Corporation (MSFT)	0.7	$777k	2.1k	376.04	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$657k	8.1k	81.55	View chart
Coca-Cola Company (KO)	0.5	$637k	11k	58.93	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$612k	11k	58.33	View chart
Willis Towers Watson SHS (WTW)	0.5	$600k	2.5k	241.18	View chart
Exxon Mobil Corporation (XOM)	0.4	$496k	5.0k	99.98	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$470k	9.0k	52.33	View chart
Globe Life (GL)	0.4	$427k	3.5k	121.72	View chart
Thermo Fisher Scientific (TMO)	0.4	$425k	800.00	530.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$408k	5.3k	77.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$376k	2.7k	140.93	View chart
First Tr Morningstar Divid L SHS (FDL)	0.3	$371k	10k	35.88	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$367k	9.9k	37.22	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$363k	12k	31.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$361k	4.1k	88.36	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$339k	4.1k	82.18	View chart
JPMorgan Chase & Co. (JPM)	0.3	$297k	1.7k	170.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$290k	606.00	477.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$288k	606.00	475.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$279k	897.00	310.73	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$277k	1.6k	169.33	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.2	$276k	2.4k	116.03	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$263k	1.0k	259.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$261k	731.00	356.66	View chart
Johnson & Johnson (JNJ)	0.2	$261k	1.7k	156.74	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$255k	3.7k	69.47	View chart
Dbx Etf Tr Xtrckr Msci Us (USSG)	0.2	$244k	5.5k	44.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$234k	1.5k	157.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$213k	3.7k	57.96	View chart
Automatic Data Processing (ADP)	0.2	$208k	891.00	232.97	View chart
Dominion Resources (D)	0.2	$205k	4.4k	47.00	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 2023 Q4 filed Feb. 1, 2024

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