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CIK: 0001965665
Total reported value
$208.3M
$208.3M
47 檔
51.1%
During the Q1 2024 filing period, Monument Group Wealth Advisors, LLC (CIK: 0001965665) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $208.3M across 47 reported positions.
During Q1 2024, Monument Group 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 | 40.08% | +2.27% | +12.91% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 16.07% | -0.51% | +12.34% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.29% | -0.77% | -10.66% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.22% | -0.22% | -2.76% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.26% | +0.03% | +14.01% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.14% | -0.25% | -8.81% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.01% | -0.14% | -10.11% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.98% | — | +27.24% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.54% | -0.13% | +1.77% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.99% | -0.05% | -1.90% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.98% | -0.14% | +4.87% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.78% | -0.16% | -1.06% | |
| 13 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.76% | — | +49.64% | |
| 14 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.69% | -0.06% | +132.72% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.01% | -10.46% | |
| 16 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.52% | -0.01% | -3.40% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | — | — | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.45% | -0.02% | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | — | — | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 0.42% | -0.01% | — | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.39% | -0.01% | +6.68% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.34% | — | — | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.33% | +0.01% | +8.35% | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.30% | +0.02% | -0.70% | |
| 25 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.30% | — | — | |
| 26 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.26% | — | — | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.26% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | — | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.26% | — | — | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | +0.01% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | — | -22.54% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | -0.01% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.04% | — | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | -0.01% | -3.63% | |
| 36 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.23% | — | +0.37% | |
| 37 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.22% | +0.01% | — | |
| 38 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.22% | — | +0.10% | |
| 39 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.21% | +0.02% | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.21% | — | — | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.19% | +0.02% | +0.47% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.18% | +0.01% | +10.28% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | — | -12.03% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.16% | — | -3.59% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.16% | — | — | |
| 46 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.16% | — | — | |
| 47 | GL | Globe Life Inc | Stock-Financials | 0.15% | — | -50.01% |
According to official SEC Form 13F filings, Monument Group Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $208.3M across 47 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, DFAI, VTI) accounted for 51.1% of total reported equity market value during Q1 2024.
During Q1 2024, Monument Group Wealth Advisors, LLC's top holdings by market value included DFAC (40.1%)、DFAI (16.1%)、VTI (11.3%). The largest single position, DFAC, represented 40.1% of total portfolio value.
In Q1 2024, Monument Group 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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