Monument Group Wealth Advisors

Monument Group Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 51 positions in its portfolio as reported in the December 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) 42.5 $78M 2.0M 39.59
Dimensional International Core Equity Market Etf Etf (DFAI) 16.6 $31M 800k 38.11
Vanguard Total Stk Mkt Etf (VTI) 11.6 $21M 63k 335.27
Vanguard Ftse Developed Markets Etf Etf (VEA) 5.3 $9.7M 155k 62.47
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 4.4 $8.1M 249k 32.57
Apple Stock (AAPL) 3.8 $7.0M 26k 271.86
Vanguard Value Etf Etf (VTV) 2.4 $4.4M 23k 191.00
Vanguard Small-cap Etf Etf (VB) 2.0 $3.6M 14k 257.96
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.2 $2.2M 41k 53.76
Vanguard Small Cap Value Etf Etf (VBR) 0.9 $1.7M 7.8k 211.81
Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.7 $1.3M 17k 77.53
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.7 $1.3M 29k 43.43
Avantis U.s. Equity Etf Etf (AVUS) 0.4 $817k 7.3k 111.78
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $786k 1.6k 502.65
Spdr S&p 500 Etf Trust Etf (SPY) 0.4 $679k 996.00 682.14
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $679k 991.00 685.03
Vanguard Growth Etf Etf (VUG) 0.3 $621k 1.3k 487.86
Microsoft Stock (MSFT) 0.3 $573k 1.2k 483.64
Vanguard Short-term Treasury Etf Etf (VGSH) 0.3 $566k 9.6k 58.73
Nvidia Corporation Stock (NVDA) 0.3 $528k 2.8k 186.50
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.3 $495k 8.3k 59.54
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.2 $443k 9.5k 46.59
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $422k 1.0k 412.86
Stryker Corp Stock (SYK) 0.2 $422k 1.2k 351.47
Vanguard Mega Cap Etf Etf (MGC) 0.2 $419k 1.7k 251.21
Vanguard Total International Stock Etf Etf (VXUS) 0.2 $401k 5.3k 75.45
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $399k 4.5k 89.46
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $391k 1.2k 313.80
Flexshares Stoxx Us Esg Select Index Fund Etf (ESG) 0.2 $376k 2.4k 158.25
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.2 $359k 3.7k 97.80
Willis Towers Watson Stock (WTW) 0.2 $340k 1.0k 328.67
Rtx Corporation Stock (RTX) 0.2 $335k 1.8k 183.41
Vanguard Short-term Bond Etf Etf (BSV) 0.2 $309k 3.9k 78.82
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $291k 1.5k 191.67
Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.2 $284k 6.6k 42.84
Dimensional Us Vector Equity Etf Etf (DXUV) 0.1 $270k 4.5k 59.78
Merck & Co Stock (MRK) 0.1 $266k 2.5k 105.26
Vanguard Mid-cap Etf Etf (VO) 0.1 $261k 900.00 290.37
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $251k 1.8k 143.52
Jpmorgan Chase & Co Stock (JPM) 0.1 $251k 779.00 322.22
Spdr Msci Acwi Climate Paris Aligned Etf Etf (NZAC) 0.1 $251k 5.8k 42.89
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $247k 1.2k 210.34
Coca Cola Stock (KO) 0.1 $239k 3.4k 69.92
Mcdonalds Corp Stock (MCD) 0.1 $235k 770.00 305.63
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $224k 802.00 279.42
Johnson & Johnson Stock (JNJ) 0.1 $220k 1.1k 207.04
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $219k 462.00 474.21
Meta Platforms Inc Cl A Stock (META) 0.1 $205k 311.00 660.09
State Street Spdr Msci Usa Gender Diversity Etf Etf (SHE) 0.1 $205k 1.6k 132.07
Google Stock (GOOGL) 0.1 $201k 642.00 313.00
Blackstone Reit Inc Com Cl I Reit 0.1 $163k 12k 14.01