Monument Group Wealth Advisors

Monument Group Wealth Advisors as of Sept. 30, 2024

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