Monument Group Wealth Advisors

Monument Group Wealth Advisors as of June 30, 2025

Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 52 positions in its portfolio as reported in the June 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) 44.6 $71M 2.0M 35.84
Dimensional International Core Equity Market Etf Etf (DFAI) 16.3 $26M 747k 34.57
Vanguard Total Stk Mkt Etf (VTI) 11.0 $17M 57k 303.93
Vanguard Ftse Developed Markets Etf Etf (VEA) 5.7 $9.0M 158k 57.01
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 4.3 $6.8M 235k 28.95
Vanguard Value Etf Etf (VTV) 2.1 $3.4M 19k 176.75
Vanguard Small-cap Etf Etf (VB) 1.9 $3.0M 13k 236.99
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.3 $2.1M 42k 49.46
Vanguard Small Cap Value Etf Etf (VBR) 0.8 $1.3M 6.9k 195.02
Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.8 $1.3M 18k 72.68
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.7 $1.2M 30k 39.25
Apple Stock (AAPL) 0.7 $1.2M 5.6k 205.17
Coca Cola Stock (KO) 0.5 $816k 12k 70.75
Avantis U.s. Equity Etf Etf (AVUS) 0.5 $785k 7.8k 100.82
Microsoft Stock (MSFT) 0.4 $669k 1.3k 497.43
Stryker Corp Stock (SYK) 0.4 $632k 1.6k 395.63
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $613k 987.00 620.98
Vanguard Short-term Treasury Etf Etf (VGSH) 0.4 $570k 9.7k 58.78
Exxon Mobil Corp Stock (XOM) 0.4 $568k 5.3k 107.80
Intl Business Machines Stock (IBM) 0.3 $494k 1.7k 294.78
Jpmorgan Chase & Co Stock (JPM) 0.3 $477k 1.6k 289.91
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.3 $471k 8.7k 53.96
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.3 $433k 10k 41.87
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.3 $408k 9.6k 42.28
Wisdomtree U.s. High Dividend Fund Etf (DHS) 0.2 $395k 4.1k 95.98
Vanguard Growth Etf Etf (VUG) 0.2 $387k 882.00 438.42
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $374k 606.00 617.85
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $373k 1.0k 366.28
Vanguard Mega Cap Etf Etf (MGC) 0.2 $372k 1.7k 224.97
Meta Platforms Inc Cl A Stock (META) 0.2 $366k 496.00 738.09
Nvidia Corporation Stock (NVDA) 0.2 $364k 2.3k 157.99
Vanguard Total International Stock Etf Etf (VXUS) 0.2 $360k 5.2k 69.10
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $359k 738.00 485.77
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $352k 2.0k 177.39
Flexshares Stoxx Us Esg Select Index Fund Etf (ESG) 0.2 $349k 2.4k 146.83
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.2 $345k 3.7k 93.95
Willis Towers Watson Stock (WTW) 0.2 $317k 1.0k 306.57
Vanguard Short-term Bond Etf Etf (BSV) 0.2 $297k 3.8k 78.71
Mcdonalds Corp Stock (MCD) 0.2 $295k 1.0k 292.17
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $276k 1.5k 181.84
Johnson & Johnson Stock (JNJ) 0.2 $269k 1.8k 152.75
Public Svc Enterprise Grp Stock (PEG) 0.2 $266k 3.2k 84.18
Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.2 $261k 6.6k 39.41
Rtx Corporation Stock (RTX) 0.2 $260k 1.8k 146.02
Automatic Data Processing Stock (ADP) 0.2 $256k 829.00 308.40
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $242k 570.00 425.25
Vanguard Mid-cap Etf Etf (VO) 0.2 $239k 853.00 279.92
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $233k 1.8k 133.31
Spdr Msci Acwi Climate Paris Aligned Etf Etf (NZAC) 0.1 $231k 5.8k 39.50
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $228k 1.2k 194.23
Merck & Co Stock (MRK) 0.1 $226k 2.9k 79.16
Globe Life Stock (GL) 0.1 $218k 1.8k 124.29