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The Analysis of Monument Group Wealth Advisors, LLC's Holdings & P&L

Currently, Monument Group Wealth Advisors, LLC holds 43 types of securities in its portfolio with a total value $180.2M. In the most recent quarter, they have increased their positions in DFAC (+58.3K shares, valued at $2.3M), DFAI (+12.4K shares, valued at $484.8K), DFSU (+9.9K shares, valued at $408.2K); decreased their positions in AAPL (-3.0K shares, valued at $756.8K), VEA (-7.0K shares, valued at $448.3K), VTV (-1.8K shares, valued at $359.7K); initiated new positions in CVX (+1.3K shares, valued at $273.1K), DFSE (+5.3K shares, valued at $222.4K), VOE (+1.1K shares, valued at $201.2K).

1M P&L

+7.5M+3.93%

3M P&L

+4.8M+2.46%

HY P&L

+20.1M+11.23%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A171.4M

95.9%

2Consumer Electronics5.8M

3.2%

3Semiconductors313.4K

0.2%

Top Industries by Stock Count

1N/A32 stocks

82.1%

2Consumer Electronics1 stocks

2.6%

3Semiconductors1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF2.0M shares2.96%2026-03-312026-04-22

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF812.1K shares1.56%2026-03-312026-04-22

VTI VANGUARD TOTAL STK MKT62.5K shares-1.35%2026-03-312026-04-22

VEA VANGUARD FTSE DEVELOPED MARKETS ETF147.7K shares-4.52%2026-03-312026-04-22

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF252.8K shares1.73%2026-03-312026-04-22

AAPL APPLE INC22.7K shares-11.60%2026-03-312026-04-22

VTV VANGUARD VALUE ETF21.1K shares-7.99%2026-03-312026-04-22

VB VANGUARD SMALL-CAP ETF13.9K shares-0.73%2026-03-312026-04-22

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VWO VANGUARD FTSE EMERGING MARKETS ETF41.2K shares0.70%2026-03-312026-04-22

VBR VANGUARD SMALL CAP VALUE ETF7.7K shares-1.24%2026-03-312026-04-22

DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF39.1K shares34.04%2026-03-312026-04-22

SCZ ISHARES MSCI EAFE SMALL CAP ETF17.6K shares2.02%2026-03-312026-04-22

AVUS AVANTIS U.S. EQUITY ETF7.3K shares0.00%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW1.6K shares0.00%2026-03-312026-04-22

SPY STATE STREET SPDR S&P 500 ETF1.0K shares5.12%2026-03-312026-04-22

IVV ISHARES CORE S&P 500 ETF991 shares0.00%2026-03-312026-04-22

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VGSH VANGUARD SHORT-TERM TREASURY ETF9.6K shares-0.72%2026-03-312026-04-22

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF8.3K shares0.00%2026-03-312026-04-22

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF9.1K shares-4.02%2026-03-312026-04-22

DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF9.6K shares44.78%2026-03-312026-04-22

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF5.2K shares-2.13%2026-03-312026-04-22

MGC VANGUARD MEGA CAP ETF1.7K shares0.00%2026-03-312026-04-22

BSV VANGUARD SHORT-TERM BOND ETF4.8K shares23.48%2026-03-312026-04-22

MGK VANGUARD MEGA CAP GROWTH ETF1.0K shares0.00%2026-03-312026-04-22

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ESG FLEXSHARES STOXX US ESG SELECT INDEX FUND2.4K shares0.00%2026-03-312026-04-22

NULG NUVEEN ESG LARGE-CAP GROWTH ETF3.7K shares0.00%2026-03-312026-04-22

NVDA NVIDIA CORPORATION COM1.8K shares-36.50%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC2.5K shares0.00%2026-03-312026-04-22

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF1.5K shares0.00%2026-03-312026-04-22

RTX RTX CORPORATION COM1.5K shares-20.53%2026-03-312026-04-22

CVX CHEVRON CORPORATION COM1.3K sharesnew addition2026-03-312026-04-22

DXUV DIMENSIONAL US VECTOR EQUITY ETF4.5K shares0.00%2026-03-312026-04-22

Sponsored

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF1.8K shares0.00%2026-03-312026-04-22

SYK STRYKER CORP782 shares-34.83%2026-03-312026-04-22

VUG VANGUARD GROWTH ETF584 shares-54.12%2026-03-312026-04-22

IWD ISHARES RUSSELL 1000 VALUE ETF1.2K shares0.00%2026-03-312026-04-22

VO VANGUARD MID-CAP ETF856 shares-4.89%2026-03-312026-04-22

NZAC STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF5.8K shares0.00%2026-03-312026-04-22

DFSE DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF5.3K sharesnew addition2026-03-312026-04-22

KO COCA COLA CO COM2.9K shares-14.78%2026-03-312026-04-22

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MSFT MICROSOFT564 shares-52.41%2026-03-312026-04-22

VOE VANGUARD MID-CAP VALUE ETF1.1K sharesnew addition2026-03-312026-04-22

BLACKSTONE REIT INC COM CL I BLACKSTONE REIT INC COM CL I11.8K shares1.16%2026-03-312026-04-22

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

2.96%

Shares2.0M

Event2026-03-31

Filed2026-04-22

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

1.56%

Shares812.1K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD TOTAL STK MKT

-1.35%

Shares62.5K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-4.52%

Shares147.7K

Event2026-03-31

Filed2026-04-22

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

1.73%

Shares252.8K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-11.60%

Shares22.7K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD VALUE ETF

-7.99%

Shares21.1K

Event2026-03-31

Filed2026-04-22

VANGUARD SMALL-CAP ETF

-0.73%

Shares13.9K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD FTSE EMERGING MARKETS ETF

0.70%

Shares41.2K

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD SMALL CAP VALUE ETF

-1.24%

Shares7.7K

Event2026-03-31

Filed2026-04-22

DFSU

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

34.04%

Shares39.1K

Event2026-03-31

Filed2026-04-22

SCZ

ISHARES MSCI EAFE SMALL CAP ETF

2.02%

Shares17.6K

Event2026-03-31

Filed2026-04-22

AVUS

AVANTIS U.S. EQUITY ETF

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL CL B NEW

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-22

SPY

STATE STREET SPDR S&P 500 ETF

5.12%

Shares1.0K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES CORE S&P 500 ETF

0.00%

Shares991

Event2026-03-31

Filed2026-04-22

VGSH

VANGUARD SHORT-TERM TREASURY ETF

-0.72%

Shares9.6K

Event2026-03-31

Filed2026-04-22

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-22

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

-4.02%

Shares9.1K

Event2026-03-31

Filed2026-04-22

DFSI

DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF

44.78%

Shares9.6K

Event2026-03-31

Filed2026-04-22

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

-2.13%

Shares5.2K

Event2026-03-31

Filed2026-04-22

MGC

VANGUARD MEGA CAP ETF

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-22

BSV

VANGUARD SHORT-TERM BOND ETF

23.48%

Shares4.8K

Event2026-03-31

Filed2026-04-22

MGK

VANGUARD MEGA CAP GROWTH ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

ESG

FLEXSHARES STOXX US ESG SELECT INDEX FUND

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-22

NULG

NUVEEN ESG LARGE-CAP GROWTH ETF

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION COM

-36.50%

Shares1.8K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-22

INVESCO S&P 500 EQUAL WEIGHT ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION COM

-20.53%

Shares1.5K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION COM

New

Shares1.3K

Event2026-03-31

Filed2026-04-22

DXUV

DIMENSIONAL US VECTOR EQUITY ETF

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-22

SYK

STRYKER CORP

-34.83%

Shares782

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD GROWTH ETF

-54.12%

Shares584

Event2026-03-31

Filed2026-04-22

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-22

VANGUARD MID-CAP ETF

-4.89%

Shares856

Event2026-03-31

Filed2026-04-22

NZAC

STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-22

DFSE

DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF

New

Shares5.3K

Event2026-03-31

Filed2026-04-22

COCA COLA CO COM

-14.78%

Shares2.9K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT

-52.41%

Shares564

Event2026-03-31

Filed2026-04-22

VOE

VANGUARD MID-CAP VALUE ETF

New

Shares1.1K

Event2026-03-31

Filed2026-04-22

BLACKSTONE REIT INC COM CL I

1.16%

Shares11.8K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available