Monument Group Wealth Advisors, LLC
- SEC CIK
- 0001965665
- 最新申報
- 2026/7/27
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/29 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 52
- 較 2025 年第 1 季 +1
- 總值
- $1.59 億
- 較 2025 年第 1 季 +$1,455 萬 (+10.1%)
| 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 | 1,975,570 | $7,080 萬 | 44.6% | +12,948+0.7% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 746,904 | $2,582 萬 | 16.3% | +29,874+4.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 57,406 | $1,745 萬 | 11.0% | +2,460+4.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 157,921 | $900.3 萬 | 5.7% | −20,241−11.4% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 235,229 | $681.0 萬 | 4.3% | +5,644+2.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 19,181 | $339.0 萬 | 2.1% | +1,188+6.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,847 | $304.5 萬 | 1.9% | +483+3.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,780 | $206.6 萬 | 1.3% | −2,408−5.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,854 | $133.7 萬 | 0.8% | +1,028+17.6% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 18,226 | $132.5 萬 | 0.8% | −1,011−5.3% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 29,545 | $116.0 萬 | 0.7% | +431+1.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,646 | $115.8 萬 | 0.7% | +671+13.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 11,530 | $81.6 萬 | 0.5% | +720+6.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 7,786 | $78.5 萬 | 0.5% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 1,345 | $66.9 萬 | 0.4% | +424+46.0% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,598 | $63.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 987 | $61.3 萬 | 0.4% | +2+0.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,698 | $57.0 萬 | 0.4% | −63−0.6% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,273 | $56.8 萬 | 0.4% | +293+5.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,676 | $49.4 萬 | 0.3% | −83−4.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,644 | $47.7 萬 | 0.3% | +144+9.6% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,730 | $47.1 萬 | 0.3% | −20.0% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 10,350 | $43.3 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,646 | $40.8 萬 | 0.3% | +10.0% | 加碼 | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 4,119 | $39.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 882 | $38.7 萬 | 0.2% | −543−38.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 606 | $37.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,019 | $37.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,654 | $37.2 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 496 | $36.6 萬 | 0.2% | +130+35.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,306 | $36.4 萬 | 0.2% | +2,306 | 新進 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,216 | $36.0 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 738 | $35.8 萬 | 0.2% | +7+1.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,985 | $35.2 萬 | 0.2% | +446+29.0% | 加碼 | 歷史 |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 2,378 | $34.9 萬 | 0.2% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,673 | $34.5 萬 | 0.2% | 00.0% | 不變 | – |
| WTWWillis Towers Watson PLC | SHS | 1,034 | $31.7 萬 | 0.2% | −184−15.1% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,767 | $29.6 萬 | 0.2% | −7,890−67.7% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,008 | $29.5 萬 | 0.2% | +69+7.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,517 | $27.6 萬 | 0.2% | +6+0.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,762 | $26.9 萬 | 0.2% | +405+29.8% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,164 | $26.6 萬 | 0.2% | +14+0.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 6,634 | $26.1 萬 | 0.2% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 1,782 | $26.0 萬 | 0.2% | +49+2.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 829 | $25.6 萬 | 0.2% | −10−1.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 570 | $24.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 853 | $23.9 萬 | 0.2% | −339−28.4% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,750 | $23.3 萬 | 0.1% | −387−18.1% | 減碼 | – |
| SPDR Index Shs FDS78463X194 | SST SPDR MSCI | 5,840 | $23.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,175 | $22.8 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 2,857 | $22.6 萬 | 0.1% | +250+9.6% | 加碼 | 歷史 |
| GLGlobe Life Inc. | COM | 1,752 | $21.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |