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CIK: 0001776588
Total reported value
$1.2B
$1.2B
104 檔
35.7%
During the Q2 2024 filing period, Monograph Wealth Advisors, LLC (CIK: 0001776588) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 104 reported positions.
During Q2 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 | 30.61% | +0.55% | +1.55% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 20.47% | -0.22% | +6.68% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 5.57% | +0.01% | +11.36% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.69% | -0.56% | +0.66% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.27% | -0.04% | -2.45% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.95% | +0.08% | +36.75% | |
| 7 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.89% | +0.27% | +7.33% | |
| 8 | DISV | Dimensional International Sm | ETF-Other | 2.85% | -0.17% | +3.42% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | -0.65% | +980.97% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.10% | +17.08% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.45% | +0.01% | -15.64% | |
| 12 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.43% | -0.01% | -2.56% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | -0.47% | -0.92% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.36% | +0.12% | -1.62% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.29% | -0.14% | +25.48% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.17% | +0.11% | +37.49% | |
| 17 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.14% | +0.03% | +5.23% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.05% | -1.10% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.79% | -0.02% | -7.62% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.08% | — | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | -0.04% | — | |
| 22 | INTU | Intuit Inc | Stock-Tech | 0.63% | -0.10% | — | |
| 23 | DFIC | Dimensional International Co | ETF-Other | 0.58% | -0.05% | +252.88% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.49% | — | -17.21% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.01% | +1.19% | |
| 26 | ASML | ASML Holding N.V. | Stock-Tech | 0.47% | — | -25.02% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | — | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.28% | -2.63% | |
| 29 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.42% | -0.12% | +341.89% | |
| 30 | WM | Waste Management Inc | Stock-Industrials | 0.42% | -0.05% | -9.53% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.01% | — | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.32% | -0.01% | — | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.29% | — | +182.68% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.28% | — | — | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.27% | -0.01% | -18.51% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.25% | +0.03% | +57.53% | |
| 37 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.21% | — | — | |
| 38 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.20% | -0.01% | +0.04% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.20% | — | — | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.18% | -0.01% | — | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.16% | -0.04% | +29.10% | |
| 42 | MCHP | Microchip Technology Inc | Stock-Tech | 0.16% | +0.02% | — | |
| 43 | FAST | Fastenal Co | Stock-Industrials | 0.16% | -0.01% | — | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | +0.05% | — | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.14% | -0.01% | — | |
| 46 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.14% | — | — | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.13% | +0.01% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | +0.05% | -10.26% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-Other | 0.13% | — | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.12% | -0.04% | — |
According to official SEC Form 13F filings, Monograph Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 104 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFAT) accounted for 35.7% of total reported equity market value during Q2 2024.
During Q2 2024, Monograph Wealth Advisors, LLC's top holdings by market value included DFAC (30.6%)、DFAX (20.5%)、DFAT (5.6%). The largest single position, DFAC, represented 30.6% of total portfolio value.
In Q2 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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