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Size ($ in 1000's)
At 12/31/2023: $117,269
At 09/30/2023: $0
Monument Group Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Monument Group Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Monument Group Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Monument Group Wealth Advisors LLC.
In the Monument Group Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Monument Group Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Monument Group Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
1,499,146 |
+1,499,146 |
$43,820 | | DFAC | 1,499,146 | +1,499,146 | $43,820 | | DIMENSIONAL ETF TRUST (DFAI) |
638,653 |
+638,653 |
$18,291 | | DFAI | 638,653 | +638,653 | $18,291 | | VANGUARD INDEX FDS (VTI) |
65,591 |
+65,591 |
$15,560 | | VTI | 65,591 | +65,591 | $15,560 | | VANGUARD TAX MANAGED FDS (VEA) |
199,835 |
+199,835 |
$9,572 | | VEA | 199,835 | +199,835 | $9,572 | | DIMENSIONAL ETF TRUST (DFAE) |
203,828 |
+203,828 |
$4,914 | | DFAE | 203,828 | +203,828 | $4,914 | | VANGUARD INDEX FDS (VTV) |
19,482 |
+19,482 |
$2,913 | | VTV | 19,482 | +19,482 | $2,913 | | VANGUARD INDEX FDS (VB) |
13,178 |
+13,178 |
$2,811 | | VB | 13,178 | +13,178 | $2,811 | | DIMENSIONAL ETF TRUST (DFAR) |
93,947 |
+93,947 |
$2,136 | | DFAR | 93,947 | +93,947 | $2,136 | | VANGUARD INTL EQUITY INDEX F (VWO) |
48,935 |
+48,935 |
$2,011 | | VWO | 48,935 | +48,935 | $2,011 | | VANGUARD INDEX FDS (VBR) |
7,118 |
+7,118 |
$1,281 | | VBR | 7,118 | +7,118 | $1,281 | | ISHARES TR (SCZ) |
19,846 |
+19,846 |
$1,228 | | SCZ | 19,846 | +19,846 | $1,228 | | APPLE INC |
6,216 |
+6,216 |
$1,197 | | AAPL | 6,216 | +6,216 | $1,197 | | MICROSOFT CORP |
2,065 |
+2,065 |
$777 | | MSFT | 2,065 | +2,065 | $777 | | AMERICAN CENTY ETF TR (AVUS) |
8,060 |
+8,060 |
$657 | | AVUS | 8,060 | +8,060 | $657 | | COCA COLA CO |
10,811 |
+10,811 |
$637 | | KO | 10,811 | +10,811 | $637 | | VANGUARD SCOTTSDALE FDS (VGSH) |
10,490 |
+10,490 |
$612 | | VGSH | 10,490 | +10,490 | $612 | | WILLIS TOWERS WATSON PLC LTD |
2,486 |
+2,486 |
$600 | | WTW | 2,486 | +2,486 | $600 | | EXXON MOBIL CORP |
4,964 |
+4,964 |
$496 | | XOM | 4,964 | +4,964 | $496 | | DIMENSIONAL ETF TRUST (DFAT) |
8,981 |
+8,981 |
$470 | | DFAT | 8,981 | +8,981 | $470 | | GLOBE LIFE INC |
3,505 |
+3,505 |
$427 | | GL | 3,505 | +3,505 | $427 | | THERMO FISHER SCIENTIFIC INC |
800 |
+800 |
$425 | | TMO | 800 | +800 | $425 | | VANGUARD BD INDEX FDS (BSV) |
5,292 |
+5,292 |
$408 | | BSV | 5,292 | +5,292 | $408 | | ALPHABET INC |
2,671 |
+2,671 |
$376 | | GOOG | 2,671 | +2,671 | $376 | | FIRST TR MORNINGSTAR DIVID L (FDL) |
10,350 |
+10,350 |
$371 | | FDL | 10,350 | +10,350 | $371 | | DIMENSIONAL ETF TRUST (DFUV) |
9,855 |
+9,855 |
$367 | | DFUV | 9,855 | +9,855 | $367 | | DIMENSIONAL ETF TRUST (DFSU) |
11,645 |
+11,645 |
$363 | | DFSU | 11,645 | +11,645 | $363 | | VANGUARD INDEX FDS (VNQ) |
4,083 |
+4,083 |
$361 | | VNQ | 4,083 | +4,083 | $361 | | WISDOMTREE TR |
4,119 |
+4,119 |
$338 | | DHS | 4,119 | +4,119 | $338 | | JPMORGAN CHASE & CO |
1,743 |
+1,743 |
$296 | | JPM | 1,743 | +1,743 | $296 | | ISHARES TR (IVV) |
606 |
+606 |
$290 | | IVV | 606 | +606 | $290 | | SPDR S&P 500 ETF TR (SPY) |
606 |
+606 |
$288 | | SPY | 606 | +606 | $288 | | VANGUARD INDEX FDS (VUG) |
897 |
+897 |
$279 | | VUG | 897 | +897 | $279 | | VANGUARD WORLD FD (MGC) |
1,634 |
+1,634 |
$277 | | MGC | 1,634 | +1,634 | $277 | | FLEXSHARES TR (ESG) |
2,378 |
+2,378 |
$276 | | ESG | 2,378 | +2,378 | $276 | | VANGUARD WORLD FD (MGK) |
1,015 |
+1,015 |
$263 | | MGK | 1,015 | +1,015 | $263 |  BERKSHIRE HATHAWAY INC DEL |
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$261 | | BRK.B | 731 | +731 | $261 | | JOHNSON & JOHNSON |
1,662 |
+1,662 |
$261 | | JNJ | 1,662 | +1,662 | $261 | | NUSHARES ETF TR (NULG) |
3,673 |
+3,673 |
$255 | | NULG | 3,673 | +3,673 | $255 | | DBX ETF TR (USSG) |
5,505 |
+5,505 |
$244 | | USSG | 5,505 | +5,505 | $244 | | INVESCO EXCHANGE TRADED FD T (RSP) |
1,481 |
+1,481 |
$234 | | RSP | 1,481 | +1,481 | $234 | | VANGUARD STAR FDS (VXUS) |
3,677 |
+3,677 |
$213 | | VXUS | 3,677 | +3,677 | $213 | | AUTOMATIC DATA PROCESSING IN |
891 |
+891 |
$208 | | ADP | 891 | +891 | $208 |
See Full List: All Stocks Held By Monument Group Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Monument Group Wealth Advisors LLC
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