Monument Group Wealth Advisors, LLC
- SEC CIK
- 0001965665
- 最新申報
- 2026/7/27
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/1 申報。只含多頭部位。
- 持股檔數
- 43
- 2023 年第 3 季沒有申報
- 總值
- $1.17 億
- 2023 年第 3 季沒有申報
Monument Group Wealth Advisors, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,499,146 | $4,382 萬 | 37.4% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 638,653 | $1,829 萬 | 15.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 65,591 | $1,556 萬 | 13.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 199,835 | $957.2 萬 | 8.2% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 203,828 | $491.4 萬 | 4.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 19,482 | $291.3 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,178 | $281.1 萬 | 2.4% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 93,947 | $213.6 萬 | 1.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 48,935 | $201.1 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,118 | $128.1 萬 | 1.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 19,846 | $122.8 萬 | 1.0% | – | – | – |
| AAPLApple Inc. | Stock | 6,216 | $119.7 萬 | 1.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,065 | $77.7 萬 | 0.7% | – | – | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 8,060 | $65.7 萬 | 0.6% | – | – | – |
| KOCoca Cola Co | Stock | 10,811 | $63.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 10,490 | $61.2 萬 | 0.5% | – | – | – |
| WTWWillis Towers Watson PLC | SHS | 2,486 | $60.0 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,964 | $49.6 萬 | 0.4% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,981 | $47.0 萬 | 0.4% | – | – | – |
| GLGlobe Life Inc. | COM | 3,505 | $42.7 萬 | 0.4% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 800 | $42.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,292 | $40.8 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,671 | $37.6 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 10,350 | $37.1 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,855 | $36.7 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 11,645 | $36.3 萬 | 0.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,083 | $36.1 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 4,119 | $33.8 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,743 | $29.6 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 606 | $29.0 萬 | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 606 | $28.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 897 | $27.9 萬 | 0.2% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,634 | $27.7 萬 | 0.2% | – | – | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 2,378 | $27.6 萬 | 0.2% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,015 | $26.3 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 731 | $26.1 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,662 | $26.1 萬 | 0.2% | – | – | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,673 | $25.5 萬 | 0.2% | – | – | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 5,505 | $24.4 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,481 | $23.4 萬 | 0.2% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,677 | $21.3 萬 | 0.2% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 891 | $20.8 萬 | 0.2% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 4,354 | $20.5 萬 | 0.2% | – | – | 歷史 |