Monument Group Wealth Advisors

Monument Group Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 49 positions in its portfolio as reported in the December 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) 45.7 $65M 1.9M 34.59
Dimensional International Core Equity Market Etf Etf (DFAI) 14.8 $21M 718k 29.20
Vanguard Total Stk Mkt Etf (VTI) 11.1 $16M 54k 289.81
Vanguard Ftse Developed Markets Etf Etf (VEA) 6.0 $8.5M 177k 47.82
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 4.0 $5.7M 225k 25.37
Vanguard Small-cap Etf Etf (VB) 1.9 $2.7M 11k 240.29
Vanguard Value Etf Etf (VTV) 1.9 $2.6M 16k 169.31
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.4 $1.9M 44k 44.04
Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.8 $1.2M 19k 60.75
Vanguard Small Cap Value Etf Etf (VBR) 0.8 $1.1M 5.7k 198.19
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.8 $1.1M 29k 37.90
Apple Stock (AAPL) 0.7 $1.0M 4.1k 250.42
Vanguard Short-term Bond Etf Etf (BSV) 0.6 $897k 12k 77.27
Avantis U.s. Equity Etf Etf (AVUS) 0.5 $755k 7.8k 96.93
Coca Cola Stock (KO) 0.5 $673k 11k 62.26
Vanguard Short-term Treasury Etf Etf (VGSH) 0.4 $580k 10k 58.18
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $574k 974.00 588.95
Stryker Corp Stock (SYK) 0.4 $571k 1.6k 360.05
Willis Towers Watson Stock (WTW) 0.4 $559k 1.8k 313.28
Exxon Mobil Corp Stock (XOM) 0.4 $528k 4.9k 107.57
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.3 $494k 8.9k 55.66
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.3 $417k 10k 40.26
Microsoft Stock (MSFT) 0.3 $412k 977.00 421.50
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.3 $395k 9.6k 40.92
Intl Business Machines Stock (IBM) 0.3 $387k 1.8k 219.83
Wisdomtree U.s. High Dividend Fund Etf (DHS) 0.3 $385k 4.1k 93.36
Jpmorgan Chase & Co Stock (JPM) 0.3 $360k 1.5k 239.71
Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $355k 606.00 586.08
Vanguard Mega Cap Etf Etf (MGC) 0.2 $352k 1.7k 212.70
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $350k 1.8k 190.44
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $350k 1.0k 343.52
Amazon Stock (AMZN) 0.2 $336k 1.5k 219.39
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $331k 731.00 453.28
Hilltop Holdings Stock (HTH) 0.2 $331k 12k 28.63
Flexshares Stoxx Us Esg Select Index Fund Etf (ESG) 0.2 $328k 2.4k 137.78
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.2 $315k 3.7k 85.84
Vanguard Total International Stock Etf Etf (VXUS) 0.2 $306k 5.2k 58.94
Mcdonalds Corp Stock (MCD) 0.2 $272k 939.00 289.89
Public Svc Enterprise Grp Stock (PEG) 0.2 $266k 3.2k 84.49
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $264k 1.5k 175.30
Merck & Co Stock (MRK) 0.2 $252k 2.5k 99.48
Automatic Data Processing Stock (ADP) 0.2 $246k 839.00 292.73
Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.2 $244k 7.4k 32.85
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $223k 1.8k 127.59
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $212k 528.00 402.26
Spdr Msci Acwi Climate Paris Aligned Etf Etf (NZAC) 0.2 $212k 5.8k 36.29
Dimensional Us Real Estate Etf Etf (DFAR) 0.1 $203k 8.7k 23.27
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $202k 1.1k 185.13
Rtx Corporation Stock (RTX) 0.1 $201k 1.7k 115.72