Monument Group Wealth Advisors

Monument Group Wealth Advisors as of March 31, 2026

Portfolio Holdings for Monument Group Wealth Advisors

Monument Group Wealth Advisors holds 43 positions in its portfolio as reported in the March 2026 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) 43.7 $79M 2.0M 38.86
Dimensional International Core Equity Market Etf Etf (DFAI) 17.6 $32M 812k 38.96
Vanguard Total Stk Mkt Etf (VTI) 11.1 $20M 63k 320.81
Vanguard Ftse Developed Markets Etf Etf (VEA) 5.3 $9.5M 148k 64.08
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 4.8 $8.6M 253k 33.86
Apple Stock (AAPL) 3.2 $5.8M 23k 253.79
Vanguard Value Etf Etf (VTV) 2.3 $4.1M 21k 196.21
Vanguard Small-cap Etf Etf (VB) 2.0 $3.6M 14k 261.94
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.2 $2.2M 41k 54.05
Vanguard Small Cap Value Etf Etf (VBR) 0.9 $1.7M 7.7k 217.25
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.9 $1.6M 39k 41.09
Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.8 $1.4M 18k 78.41
Avantis U.s. Equity Etf Etf (AVUS) 0.5 $812k 7.3k 111.18
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $749k 1.6k 479.20
State Street Spdr S&p 500 Etf Etf (SPY) 0.4 $681k 1.0k 650.62
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $647k 991.00 653.30
Vanguard Short-term Treasury Etf Etf (VGSH) 0.3 $561k 9.6k 58.54
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.3 $519k 8.3k 62.45
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.2 $442k 9.1k 48.46
Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.2 $407k 9.6k 42.40
Vanguard Total International Stock Etf Etf (VXUS) 0.2 $401k 5.2k 77.12
Vanguard Mega Cap Etf Etf (MGC) 0.2 $394k 1.7k 236.39
Vanguard Short-term Bond Etf Etf (BSV) 0.2 $380k 4.8k 78.42
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $376k 1.0k 367.52
Flexshares Stoxx Us Esg Select Index Fund Etf (ESG) 0.2 $361k 2.4k 151.74
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.2 $334k 3.7k 90.94
Nvidia Corporation Stock (NVDA) 0.2 $313k 1.8k 174.40
Merck & Co Stock (MRK) 0.2 $304k 2.5k 120.29
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $291k 1.5k 192.03
Rtx Corporation Stock (RTX) 0.2 $280k 1.5k 192.93
Chevron Corporation Stock (CVX) 0.2 $273k 1.3k 206.90
Dimensional Us Vector Equity Etf Etf (DXUV) 0.1 $268k 4.5k 59.35
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $259k 1.8k 148.10
Stryker Corp Stock (SYK) 0.1 $257k 782.00 328.59
Vanguard Growth Etf Etf (VUG) 0.1 $255k 584.00 436.79
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $251k 1.2k 213.67
Vanguard Mid-cap Etf Etf (VO) 0.1 $246k 856.00 287.33
State Street Spdr Msci Acwi Climate Paris Aligned Etf Etf (NZAC) 0.1 $237k 5.8k 40.65
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE) 0.1 $222k 5.3k 42.37
Coca Cola Stock (KO) 0.1 $221k 2.9k 76.06
Microsoft Stock (MSFT) 0.1 $209k 564.00 370.20
Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $201k 1.1k 184.37
Blackstone Reit Inc Com Cl I Reit 0.1 $167k 12k 14.24