Monument Group Wealth Advisors, LLC
- SEC CIK
- 0001965665
- 最新申報
- 2026/7/27
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/24 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 47
- 較 2025 年第 2 季 −5
- 總值
- $1.70 億
- 較 2025 年第 2 季 +$1,103 萬 (+6.9%)
| 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 | 1,942,510 | $7,492 萬 | 44.1% | −33,060−1.7% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 775,776 | $2,820 萬 | 16.6% | +28,872+3.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 64,164 | $2,106 萬 | 12.4% | +6,758+11.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 165,620 | $992.4 萬 | 5.8% | +7,699+4.9% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 242,520 | $764.7 萬 | 4.5% | +7,291+3.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 21,815 | $406.8 萬 | 2.4% | +2,634+13.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 14,663 | $372.9 萬 | 2.2% | +1,816+14.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 44,600 | $241.6 萬 | 1.4% | +2,820+6.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,227 | $171.7 萬 | 1.0% | +1,373+20.0% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 19,495 | $149.6 萬 | 0.9% | +1,269+7.0% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 29,150 | $123.8 萬 | 0.7% | −395−1.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 3,527 | $89.8 萬 | 0.5% | −2,119−37.5% | 減碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 7,786 | $84.6 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 987 | $66.1 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,643 | $56.7 萬 | 0.3% | −55−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,046 | $54.2 萬 | 0.3% | −299−22.2% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,467 | $49.3 萬 | 0.3% | −263−3.0% | 減碼 | – |
| SYKStryker Corp | Stock | 1,200 | $44.4 萬 | 0.3% | −398−24.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,647 | $43.1 萬 | 0.3% | +10.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 882 | $42.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,020 | $41.1 萬 | 0.2% | +1+0.1% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,658 | $40.5 萬 | 0.2% | +4+0.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 606 | $40.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,312 | $39.0 萬 | 0.2% | +96+1.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,535 | $37.4 萬 | 0.2% | −450−22.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 738 | $37.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,980 | $36.9 萬 | 0.2% | −326−14.1% | 減碼 | 歷史 |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 2,378 | $36.7 萬 | 0.2% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,673 | $36.5 萬 | 0.2% | 00.0% | 不變 | – |
| WTWWillis Towers Watson PLC | SHS | 1,034 | $35.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,923 | $31.0 萬 | 0.2% | +156+4.1% | 加碼 | – |
| RTXRTX Corp | Stock | 1,782 | $29.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,517 | $28.8 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 6,634 | $27.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 570 | $26.7 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 361 | $26.5 萬 | 0.2% | −135−27.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 4,521 | $26.4 萬 | 0.2% | +4,521 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 854 | $25.1 萬 | 0.1% | +1+0.1% | 加碼 | – |
| SPDR Index Shs FDS78463X194 | SST SPDR MSCI | 5,840 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,750 | $24.7 萬 | 0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 779 | $24.6 萬 | 0.1% | −865−52.6% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,175 | $23.9 萬 | 0.1% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 804 | $23.6 萬 | 0.1% | −25−3.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,263 | $23.4 萬 | 0.1% | −499−28.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 770 | $23.4 萬 | 0.1% | −238−23.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,530 | $21.2 萬 | 0.1% | −327−11.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 690 | $20.3 萬 | 0.1% | +690 | 新進 | – |
2025 年第 2 季之後清倉（7 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KOCoca Cola Co | Stock | 11,530 | $81.6 萬 | 0.5% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,273 | $56.8 萬 | 0.4% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,676 | $49.4 萬 | 0.3% | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 10,350 | $43.3 萬 | 0.3% | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 4,119 | $39.5 萬 | 0.2% | – |
| PEGPublic Service Enterprise Group Inc | COM | 3,164 | $26.6 萬 | 0.2% | 歷史 |
| GLGlobe Life Inc. | COM | 1,752 | $21.8 萬 | 0.1% | 歷史 |