The Analysis of Monument Group Wealth Advisors, LLC's Holdings
Currently, Monument Group Wealth Advisors, LLC holds 51 types of securities in its portfolio with a total value $183.5M. In the most recent quarter, they have increased their positions in AAPL (+22.2K shares, valued at $6.0M), DFAC (+25.5K shares, valued at $1.0M), DFAI (+23.9K shares, valued at $910.9K); decreased their positions in VEA (-10.9K shares, valued at $683.4K), VTI (-847 shares, valued at $284.0K), VWO (-3.7K shares, valued at $197.7K); initiated new positions in IEFA (+4.5K shares, valued at $399.3K), KO (+3.4K shares, valued at $238.5K), SHE (+1.6K shares, valued at $204.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF2.0M shares1.31%2025-12-312026-01-15
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF799.7K shares3.08%2025-12-312026-01-15 VTI VANGUARD TOTAL STK MKT63.3K shares-1.32%2025-12-312026-01-15 VEA VANGUARD FTSE DEVELOPED MARKETS ETF154.7K shares-6.61%2025-12-312026-01-15 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF248.5K shares2.48%2025-12-312026-01-15 AAPL APPLE INC25.7K shares628.64%2025-12-312026-01-15 VTV VANGUARD VALUE ETF23.0K shares5.21%2025-12-312026-01-15 VB VANGUARD SMALL-CAP ETF14.0K shares-4.66%2025-12-312026-01-15 VWO VANGUARD FTSE EMERGING MARKETS ETF40.9K shares-8.25%2025-12-312026-01-15 VBR VANGUARD SMALL CAP VALUE ETF7.8K shares-5.13%2025-12-312026-01-15 SCZ ISHARES MSCI EAFE SMALL CAP ETF17.2K shares-11.54%2025-12-312026-01-15 DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF29.2K shares0.13%2025-12-312026-01-15 AVUS AVANTIS U.S. EQUITY ETF7.3K shares-6.18%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TRUST996 shares64.36%2025-12-312026-01-15 IVV ISHARES CORE S&P 500 ETF991 shares0.41%2025-12-312026-01-15 VUG VANGUARD GROWTH ETF1.3K shares44.33%2025-12-312026-01-15 MSFT MICROSOFT1.2K shares13.29%2025-12-312026-01-15 VGSH VANGUARD SHORT-TERM TREASURY ETF9.6K shares0.00%2025-12-312026-01-15 NVDA NVIDIA CORPORATION COM2.8K shares42.93%2025-12-312026-01-15 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF8.3K shares-1.84%2025-12-312026-01-15 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF9.5K shares-1.47%2025-12-312026-01-15 MGK VANGUARD MEGA CAP GROWTH ETF1.0K shares0.20%2025-12-312026-01-15 SYK STRYKER CORP1.2K shares0.00%2025-12-312026-01-15 MGC VANGUARD MEGA CAP ETF1.7K shares0.48%2025-12-312026-01-15 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF5.3K shares0.00%2025-12-312026-01-15 IEFA ISHARES CORE MSCI EAFE ETF4.5K sharesnew addition2025-12-312026-01-15 ESG FLEXSHARES STOXX US ESG SELECT INDEX FUND2.4K shares0.00%2025-12-312026-01-15 NULG NUVEEN ESG LARGE-CAP GROWTH ETF3.7K shares0.00%2025-12-312026-01-15 WTW WILLIS TOWERS WATSON PLC LTD SHS1.0K shares0.00%2025-12-312026-01-15 RTX RTX CORPORATION COM1.8K shares2.53%2025-12-312026-01-15 BSV VANGUARD SHORT-TERM BOND ETF3.9K shares0.00%2025-12-312026-01-15 DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF6.6K shares0.00%2025-12-312026-01-15 DXUV DIMENSIONAL US VECTOR EQUITY ETF4.5K shares0.00%2025-12-312026-01-15 VO VANGUARD MID-CAP ETF900 shares5.39%2025-12-312026-01-15 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF1.8K shares0.00%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO. COM779 shares0.00%2025-12-312026-01-15 NZAC SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF5.8K shares0.00%2025-12-312026-01-15 IWD ISHARES RUSSELL 1000 VALUE ETF1.2K shares0.00%2025-12-312026-01-15 KO COCA COLA CO COM3.4K sharesnew addition2025-12-312026-01-15 MCD MCDONALDS CORP COM770 shares0.00%2025-12-312026-01-15 VOT VANGUARD MID-CAP GROWTH ETF802 shares16.23%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON COM1.1K shares-15.99%2025-12-312026-01-15 IWF ISHARES RUSSELL 1000 GROWTH ETF462 shares-18.95%2025-12-312026-01-15 META META PLATFORMS INC CL A311 shares-13.85%2025-12-312026-01-15 SHE STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF1.6K sharesnew addition2025-12-312026-01-15 GOOGLE INC GOOGLE INC642 sharesnew addition2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available