Monument Group Wealth Advisors

Monument Group Wealth Advisors as of Dec. 31, 2023

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