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CIK: 0001776588
Total reported value
$1.2B
$1.2B
154 檔
34.2%
In Q1 2024, Monograph Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 154 disclosed stock positions.
During Q1 2024, Monograph Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 30.01% | +0.55% | +2.92% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 19.29% | -0.22% | +9.35% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 5.27% | +0.01% | +6.52% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.51% | -0.04% | -4.65% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.00% | -0.56% | -12.48% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 2.80% | -0.17% | +18.61% | |
| 7 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.66% | +0.27% | +8.55% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.07% | +0.08% | +13.33% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.67% | +0.01% | -0.18% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.44% | +0.12% | -4.61% | |
| 11 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.38% | -0.01% | +153.61% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.10% | +40.65% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | -0.65% | +55.06% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | -0.47% | +1.76% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.13% | +0.03% | +11.45% | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 1.05% | -0.14% | -4.94% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.89% | -0.02% | +4.38% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.05% | +8.74% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.85% | +0.11% | +227.81% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.74% | -0.04% | +18.28% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.08% | -15.60% | |
| 22 | INTU | Intuit Inc | Stock-Tech | 0.62% | -0.10% | -13.77% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.61% | — | +15.96% | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 0.59% | — | — | |
| 25 | WM | Waste Management Inc | Stock-Industrials | 0.47% | -0.05% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.01% | +165.37% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | — | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.28% | +2.26% | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.39% | — | — | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | +0.01% | +432.18% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.01% | -21.09% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.34% | -0.01% | +22.72% | |
| 33 | ETR | Entergy CORP | Stock-Utilities | 0.33% | — | — | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.32% | -0.01% | -8.28% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.28% | — | — | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.25% | — | +0.20% | |
| 37 | BP | Bp Plc-spons Adr | Stock-Energy | 0.23% | — | — | |
| 38 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.21% | -0.01% | +0.02% | |
| 39 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.21% | — | — | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | — | +319.57% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.20% | — | — | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.20% | — | — | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.20% | — | +300.00% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.18% | -0.01% | -25.85% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.18% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | — | |
| 47 | ATO | Atmos Energy CORP | Stock-Utilities | 0.17% | — | — | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | — | — | |
| 49 | DFIC | Dimensional International Co | ETF-Other | 0.17% | -0.05% | +75.30% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.16% | +0.03% | NEW |
According to official SEC Form 13F filings, Monograph Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 154 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFAT) accounted for 34.2% of total reported equity market value during Q1 2024.
During Q1 2024, Monograph Wealth Advisors, LLC's top holdings by market value included DFAC (30.0%)、DFAX (19.3%)、DFAT (5.3%). The largest single position, DFAC, represented 30.0% of total portfolio value.
In Q1 2024, Monograph Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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