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

Currently, Monument Group Wealth Advisors, LLC holds 44 types of securities in its portfolio with a total value $208.3M. In the most recent quarter, they have increased their positions in DFAC (+132.8K shares, valued at $5.9M), VEA (+112.9K shares, valued at $4.5M), DFAI (+48.9K shares, valued at $2.0M); decreased their positions in DFAE (-113.0K shares, valued at $8.1M), DFSU (-32.0K shares, valued at $7.8M), N/A (-11.1K shares, valued at $3.4M); initiated new positions in IWF (+1.7K shares, valued at $209.0K).

1M P&L

+8.7M+4.45%

3M P&L

+6.9M+3.49%

HY P&L

+13.0M+6.77%

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/A175.7M

95.1%

2Consumer Electronics6.3M

3.4%

3Insurance - Diversified784.6K

0.4%

Top Industries by Stock Count

1N/A31 stocks

79.5%

2Consumer Electronics1 stocks

2.6%

3Insurance - Diversified1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF2.2M shares6.55%2026-06-302026-07-27

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF861.0K shares6.02%2026-06-302026-07-27

VANGUARD TOTAL STK MKT VANGUARD TOTAL STK MKT58.3K shares-6.72%2026-06-302026-07-27

VEA DIMENSIONAL EMERGING CORE EQUITY MARKET ETF260.6K shares76.44%2026-06-302026-07-27

DFAE VANGUARD FTSE DEVELOPED MARKETS ETF139.8K shares-44.70%2026-06-302026-07-27

AAPL APPLE INC21.9K shares-3.52%2026-06-302026-07-27

VTV VANGUARD VALUE ETF19.6K shares-7.36%2026-06-302026-07-27

VB VANGUARD SMALL-CAP ETF12.9K shares-7.11%2026-06-302026-07-27

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VWO VANGUARD FTSE EMERGING MARKETS ETF38.8K shares-5.83%2026-06-302026-07-27

VBR DIMENSIONAL US SUSTAINABILITY CORE 1 ETF39.2K shares408.51%2026-06-302026-07-27

DFSU VANGUARD SMALL CAP VALUE ETF7.1K shares-81.84%2026-06-302026-07-27

SCZ ISHARES MSCI EAFE SMALL CAP ETF15.9K shares-9.75%2026-06-302026-07-27

AVUS AVANTIS U.S. EQUITY ETF7.2K shares-0.93%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW1.6K shares0.32%2026-06-302026-07-27

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF1.0K shares0.10%2026-06-302026-07-27

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF978 shares-1.31%2026-06-302026-07-27

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VGSH MICROSOFT1.6K shares-83.17%2026-06-302026-07-27

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF8.3K shares0.00%2026-06-302026-07-27

DFUV VANGUARD SHORT-TERM TREASURY ETF9.6K shares4.94%2026-06-302026-07-27

DFSI DIMENSIONAL US MARKETWIDE VALUE ETF9.1K shares-5.01%2026-06-302026-07-27

VXUS VANGUARD TAX-EXEMPT BOND ETF9.5K shares83.61%2026-06-302026-07-27

MGC VANGUARD MEGA CAP ETF1.7K shares0.00%2026-06-302026-07-27

BSV VANGUARD MEGA CAP GROWTH ETF5.1K shares5.49%2026-06-302026-07-27

MGK VANGUARD TOTAL INTERNATIONAL STOCK ETF5.2K shares409.49%2026-06-302026-07-27

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ESG DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF9.6K shares304.96%2026-06-302026-07-27

NULG NUVEEN ESG LARGE-CAP GROWTH ETF3.7K shares0.00%2026-06-302026-07-27

NVDA FLEXSHARES STOXX US ESG SELECT INDEX FUND2.4K shares32.33%2026-06-302026-07-27

MRK VANGUARD SHORT-TERM BOND ETF4.9K shares95.06%2026-06-302026-07-27

RSP NVIDIA CORPORATION COM1.9K shares23.07%2026-06-302026-07-27

MERCK & CO INC MERCK & CO INC2.7K shares88.57%2026-06-302026-07-27

CVX INVESCO S&P 500 EQUAL WEIGHT ETF1.5K shares14.92%2026-06-302026-07-27

DXUV VANGUARD GROWTH ETF3.5K shares-22.50%2026-06-302026-07-27

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VYM RTX CORPORATION COM1.5K shares-12.29%2026-06-302026-07-27

SYK VANGUARD HIGH DIVIDEND YIELD INDEX ETF1.8K shares123.79%2026-06-302026-07-27

VUG VANGUARD MID-CAP ETF3.4K shares486.13%2026-06-302026-07-27

IWD STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF5.8K shares397.02%2026-06-302026-07-27

VO STRYKER CORP843 shares-1.52%2026-06-302026-07-27

NZAC ISHARES RUSSELL 1000 VALUE ETF1.1K shares-81.35%2026-06-302026-07-27

DFSE DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF5.3K shares0.00%2026-06-302026-07-27

KO COCA COLA CO COM3.1K shares6.57%2026-06-302026-07-27

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MSFT STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF1.6K shares174.82%2026-06-302026-07-27

VOE VANGUARD MID-CAP VALUE ETF1.1K shares0.00%2026-06-302026-07-27

VANGUARD MID-CAP GROWTH ETF VANGUARD MID-CAP GROWTH ETF692 shares-94.11%2026-06-302026-07-27

IWF ISHARES RUSSELL 1000 GROWTH ETF1.7K sharesnew addition2026-06-302026-07-27

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

6.55%

Shares2.2M

Event2026-06-30

Filed2026-07-27

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

6.02%

Shares861.0K

Event2026-06-30

Filed2026-07-27

VANGUARD TOTAL STK MKT

-6.72%

Shares58.3K

Event2026-06-30

Filed2026-07-27

VEA

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

76.44%

Shares260.6K

Event2026-06-30

Filed2026-07-27

DFAE

VANGUARD FTSE DEVELOPED MARKETS ETF

-44.70%

Shares139.8K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

-3.52%

Shares21.9K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD VALUE ETF

-7.36%

Shares19.6K

Event2026-06-30

Filed2026-07-27

VANGUARD SMALL-CAP ETF

-7.11%

Shares12.9K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-5.83%

Shares38.8K

Event2026-06-30

Filed2026-07-27

VBR

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

408.51%

Shares39.2K

Event2026-06-30

Filed2026-07-27

DFSU

VANGUARD SMALL CAP VALUE ETF

-81.84%

Shares7.1K

Event2026-06-30

Filed2026-07-27

SCZ

ISHARES MSCI EAFE SMALL CAP ETF

-9.75%

Shares15.9K

Event2026-06-30

Filed2026-07-27

AVUS

AVANTIS U.S. EQUITY ETF

-0.93%

Shares7.2K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

0.32%

Shares1.6K

Event2026-06-30

Filed2026-07-27

STATE STREET SPDR S&P 500 ETF

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-27

ISHARES CORE S&P 500 ETF

-1.31%

Shares978

Event2026-06-30

Filed2026-07-27

VGSH

MICROSOFT

-83.17%

Shares1.6K

Event2026-06-30

Filed2026-07-27

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-27

DFUV

VANGUARD SHORT-TERM TREASURY ETF

4.94%

Shares9.6K

Event2026-06-30

Filed2026-07-27

DFSI

DIMENSIONAL US MARKETWIDE VALUE ETF

-5.01%

Shares9.1K

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD TAX-EXEMPT BOND ETF

83.61%

Shares9.5K

Event2026-06-30

Filed2026-07-27

MGC

VANGUARD MEGA CAP ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

BSV

VANGUARD MEGA CAP GROWTH ETF

5.49%

Shares5.1K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD TOTAL INTERNATIONAL STOCK ETF

409.49%

Shares5.2K

Event2026-06-30

Filed2026-07-27

ESG

DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF

304.96%

Shares9.6K

Event2026-06-30

Filed2026-07-27

NULG

NUVEEN ESG LARGE-CAP GROWTH ETF

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-27

NVDA

FLEXSHARES STOXX US ESG SELECT INDEX FUND

32.33%

Shares2.4K

Event2026-06-30

Filed2026-07-27

MRK

VANGUARD SHORT-TERM BOND ETF

95.06%

Shares4.9K

Event2026-06-30

Filed2026-07-27

RSP

NVIDIA CORPORATION COM

23.07%

Shares1.9K

Event2026-06-30

Filed2026-07-27

MERCK & CO INC

88.57%

Shares2.7K

Event2026-06-30

Filed2026-07-27

CVX

INVESCO S&P 500 EQUAL WEIGHT ETF

14.92%

Shares1.5K

Event2026-06-30

Filed2026-07-27

DXUV

VANGUARD GROWTH ETF

-22.50%

Shares3.5K

Event2026-06-30

Filed2026-07-27

VYM

RTX CORPORATION COM

-12.29%

Shares1.5K

Event2026-06-30

Filed2026-07-27

SYK

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

123.79%

Shares1.8K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD MID-CAP ETF

486.13%

Shares3.4K

Event2026-06-30

Filed2026-07-27

IWD

STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF

397.02%

Shares5.8K

Event2026-06-30

Filed2026-07-27

STRYKER CORP

-1.52%

Shares843

Event2026-06-30

Filed2026-07-27

NZAC

ISHARES RUSSELL 1000 VALUE ETF

-81.35%

Shares1.1K

Event2026-06-30

Filed2026-07-27

DFSE

DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-27

COCA COLA CO COM

6.57%

Shares3.1K

Event2026-06-30

Filed2026-07-27

MSFT

STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF

174.82%

Shares1.6K

Event2026-06-30

Filed2026-07-27

VOE

VANGUARD MID-CAP VALUE ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

VANGUARD MID-CAP GROWTH ETF

-94.11%

Shares692

Event2026-06-30

Filed2026-07-27

IWF

ISHARES RUSSELL 1000 GROWTH ETF

New

Shares1.7K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available