Monument Group Wealth Advisors

Monument Group Wealth Advisors as of March 31, 2025

Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 51 positions in its portfolio as reported in the March 2025 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) 44.9 $65M 2.0M 32.99
Dimensional International Core Equity Market Etf Etf (DFAI) 15.5 $22M 717k 31.23
Vanguard Total Stk Mkt Etf (VTI) 10.5 $15M 55k 274.84
Vanguard Ftse Developed Markets Etf Etf (VEA) 6.3 $9.1M 178k 50.83
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 4.1 $5.9M 230k 25.89
Vanguard Value Etf Etf (VTV) 2.2 $3.1M 18k 172.75
Vanguard Small-cap Etf Etf (VB) 1.9 $2.7M 12k 221.76
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.4 $2.0M 44k 45.26
Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.8 $1.2M 19k 63.53
Apple Stock (AAPL) 0.8 $1.1M 5.0k 222.13
Vanguard Small Cap Value Etf Etf (VBR) 0.8 $1.1M 5.8k 186.30
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.7 $1.0M 29k 35.81
Vanguard Short-term Bond Etf Etf (BSV) 0.6 $913k 12k 78.28
Coca Cola Stock (KO) 0.5 $774k 11k 71.62
Avantis U.s. Equity Etf Etf (AVUS) 0.5 $719k 7.8k 92.38
Stryker Corp Stock (SYK) 0.4 $595k 1.6k 372.25
Exxon Mobil Corp Stock (XOM) 0.4 $592k 5.0k 118.93
Vanguard Short-term Treasury Etf Etf (VGSH) 0.4 $573k 9.8k 58.69
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $554k 985.00 562.06
Vanguard Growth Etf Etf (VUG) 0.4 $528k 1.4k 370.83
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.3 $450k 8.7k 51.49
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.3 $450k 10k 43.44
Intl Business Machines Stock (IBM) 0.3 $437k 1.8k 248.66
Willis Towers Watson Stock (WTW) 0.3 $412k 1.2k 338.01
Wisdomtree U.s. High Dividend Fund Etf (DHS) 0.3 $408k 4.1k 99.16
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.3 $398k 9.6k 41.21
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $389k 731.00 532.58
Jpmorgan Chase & Co Stock (JPM) 0.3 $368k 1.5k 245.30
Microsoft Stock (MSFT) 0.2 $346k 921.00 375.39
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $339k 606.00 559.39
Vanguard Mega Cap Etf Etf (MGC) 0.2 $333k 1.7k 201.42
Vanguard Total International Stock Etf Etf (VXUS) 0.2 $324k 5.2k 62.11
Flexshares Stoxx Us Esg Select Index Fund Etf (ESG) 0.2 $320k 2.4k 134.35
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $315k 1.0k 308.98
Vanguard Mid-cap Etf Etf (VO) 0.2 $308k 1.2k 258.68
Mcdonalds Corp Stock (MCD) 0.2 $293k 939.00 312.37
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.2 $288k 3.7k 78.28
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $276k 2.1k 128.96
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $262k 1.5k 173.32
Public Svc Enterprise Grp Stock (PEG) 0.2 $259k 3.2k 82.30
Automatic Data Processing Stock (ADP) 0.2 $256k 839.00 305.53
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $240k 1.5k 156.23
Merck & Co Stock (MRK) 0.2 $234k 2.6k 89.76
Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.2 $232k 6.6k 34.89
Globe Life Stock (GL) 0.2 $231k 1.8k 131.72
Rtx Corporation Stock (RTX) 0.2 $230k 1.7k 132.46
Johnson & Johnson Stock (JNJ) 0.2 $225k 1.4k 165.84
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $221k 1.2k 188.16
Meta Platforms Inc Cl A Stock (META) 0.1 $211k 366.00 576.36
Spdr Msci Acwi Climate Paris Aligned Etf Etf (NZAC) 0.1 $207k 5.8k 35.37
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $206k 570.00 361.66