Monument Group Wealth Advisors

Monument Group Wealth Advisors as of June 30, 2024

Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 48 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 45.5 $68M 2.1M 32.24
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 15.3 $23M 767k 29.67
Vanguard Index Fds Total Stk Mkt (VTI) 10.5 $16M 58k 267.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.4 $9.5M 192k 49.42
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.4 $6.5M 250k 25.87
Vanguard Index Fds Value Etf (VTV) 1.8 $2.7M 17k 160.41
Vanguard Index Fds Small Cp Etf (VB) 1.7 $2.6M 12k 218.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $2.2M 49k 43.76
Apple (AAPL) 0.9 $1.3M 6.2k 210.62
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.9 $1.3M 21k 61.64
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.1M 6.3k 182.51
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $966k 28k 34.86
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $875k 11k 76.70
Microsoft Corporation (MSFT) 0.6 $826k 1.8k 446.95
Willis Towers Watson SHS (WTW) 0.5 $791k 3.0k 262.16
Dimensional Etf Trust Us Real Estate E (DFAR) 0.5 $724k 33k 22.10
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $702k 7.8k 90.19
Coca-Cola Company (KO) 0.5 $688k 11k 63.65
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $606k 11k 57.99
Exxon Mobil Corporation (XOM) 0.4 $572k 5.0k 115.12
Stryker Corporation (SYK) 0.4 $540k 1.6k 340.25
Ishares Tr Core S&p500 Etf (IVV) 0.3 $495k 905.00 547.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $468k 9.0k 51.87
Thermo Fisher Scientific (TMO) 0.3 $442k 800.00 553.00
First Tr Morningstar Divid L SHS (FDL) 0.3 $393k 10k 37.93
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $379k 9.6k 39.27
Alphabet Cap Stk Cl C (GOOG) 0.3 $376k 2.0k 183.42
JPMorgan Chase & Co. (JPM) 0.2 $353k 1.7k 202.26
Wisdomtree Tr Us High Dividend (DHS) 0.2 $348k 4.1k 84.59
Vanguard Index Fds Growth Etf (VUG) 0.2 $336k 897.00 373.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $330k 606.00 544.22
Vanguard World Mega Cap Index (MGC) 0.2 $324k 1.6k 197.23
Vanguard World Mega Grwth Ind (MGK) 0.2 $319k 1.0k 314.13
Merck & Co (MRK) 0.2 $313k 2.5k 123.80
International Business Machines (IBM) 0.2 $313k 1.8k 172.95
Flexshares Tr Stox Us Esg Slct (ESG) 0.2 $305k 2.4k 128.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $304k 5.0k 60.30
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $298k 3.7k 81.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $297k 731.00 406.80
McDonald's Corporation (MCD) 0.2 $252k 989.00 254.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $245k 1.5k 164.23
Public Service Enterprise (PEG) 0.2 $232k 3.2k 73.70
Johnson & Johnson (JNJ) 0.1 $214k 1.5k 146.16
Costco Wholesale Corporation (COST) 0.1 $208k 245.00 849.99
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $208k 1.8k 118.60
Automatic Data Processing (ADP) 0.1 $205k 859.00 238.69
Dimensional Etf Trust International (DFSI) 0.1 $202k 6.1k 32.94
Spdr Index Shs Fds Msci Acwi Clmte (NZAC) 0.1 $201k 5.8k 34.48