Monument Group Wealth Advisors, LLC
- SEC CIK
- 0001965665
- Latest filing
- Jul 27, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 1, 2024. Long positions only.
- Positions
- 43
- No filing for Q3 2023
- Portfolio value
- $117.3M
- No filing for Q3 2023
Monument Group Wealth Advisors, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,499,146 | $43.8M | 37.4% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 638,653 | $18.3M | 15.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 65,591 | $15.6M | 13.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 199,835 | $9.57M | 8.2% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 203,828 | $4.91M | 4.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 19,482 | $2.91M | 2.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,178 | $2.81M | 2.4% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 93,947 | $2.14M | 1.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 48,935 | $2.01M | 1.7% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,118 | $1.28M | 1.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 19,846 | $1.23M | 1.0% | – | – | – |
| AAPLApple Inc. | Stock | 6,216 | $1.20M | 1.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 2,065 | $776.5K | 0.7% | – | – | History |
| American Centy ETF Tr025072885 | US EQT ETF | 8,060 | $657.3K | 0.6% | – | – | – |
| KOCoca Cola Co | Stock | 10,811 | $637.1K | 0.5% | – | – | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 10,490 | $611.9K | 0.5% | – | – | – |
| WTWWillis Towers Watson PLC | SHS | 2,486 | $599.6K | 0.5% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 4,964 | $496.3K | 0.4% | – | – | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,981 | $470.0K | 0.4% | – | – | – |
| GLGlobe Life Inc. | COM | 3,505 | $426.6K | 0.4% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 800 | $424.6K | 0.4% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,292 | $407.6K | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,671 | $376.4K | 0.3% | – | – | History |
| First Tr Exchange-Traded FD336917109 | SHS | 10,350 | $371.4K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,855 | $366.8K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 11,645 | $362.5K | 0.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,083 | $360.8K | 0.3% | – | – | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 4,119 | $338.5K | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,743 | $296.5K | 0.3% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 606 | $289.7K | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 606 | $288.0K | 0.2% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 897 | $278.7K | 0.2% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,634 | $276.7K | 0.2% | – | – | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 2,378 | $275.9K | 0.2% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,015 | $263.3K | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 731 | $260.7K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,662 | $260.5K | 0.2% | – | – | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,673 | $255.2K | 0.2% | – | – | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 5,505 | $243.5K | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,481 | $233.8K | 0.2% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,677 | $213.1K | 0.2% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 891 | $207.6K | 0.2% | – | – | History |
| DDominion Energy, Inc | Stock | 4,354 | $204.6K | 0.2% | – | – | History |