Monument Group Wealth Advisors, LLC
- SEC CIK
- 0001965665
- 最新申報
- 2026/7/27
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/15 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 51
- 較 2025 年第 3 季 +4
- 總值
- $1.83 億
- 較 2025 年第 3 季 +$1,361 萬 (+8.0%)
| 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 | 1,968,050 | $7,792 萬 | 42.5% | +25,540+1.3% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 799,679 | $3,048 萬 | 16.6% | +23,903+3.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 63,317 | $2,123 萬 | 11.6% | −847−1.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 154,680 | $966.3 萬 | 5.3% | −10,940−6.6% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 248,537 | $809.5 萬 | 4.4% | +6,017+2.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 25,699 | $698.7 萬 | 3.8% | +22,172+628.6% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 22,951 | $438.4 萬 | 2.4% | +1,136+5.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,980 | $360.6 萬 | 2.0% | −683−4.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 40,922 | $220.0 萬 | 1.2% | −3,678−8.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,805 | $165.3 萬 | 0.9% | −422−5.1% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 17,246 | $133.7 萬 | 0.7% | −2,249−11.5% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 29,187 | $126.8 萬 | 0.7% | +37+0.1% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 7,305 | $81.7 萬 | 0.4% | −481−6.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,563 | $78.6 萬 | 0.4% | +825+111.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 996 | $67.9 萬 | 0.4% | +390+64.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 991 | $67.9 萬 | 0.4% | +4+0.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,273 | $62.1 萬 | 0.3% | +391+44.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,185 | $57.3 萬 | 0.3% | +139+13.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,643 | $56.6 萬 | 0.3% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 2,830 | $52.8 萬 | 0.3% | +850+42.9% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,311 | $49.5 萬 | 0.3% | −156−1.8% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,505 | $44.3 萬 | 0.2% | −142−1.5% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,022 | $42.2 萬 | 0.2% | +2+0.2% | 加碼 | – |
| SYKStryker Corp | Stock | 1,200 | $42.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,666 | $41.9 萬 | 0.2% | +8+0.5% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,312 | $40.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,464 | $39.9 萬 | 0.2% | +4,464 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 1,245 | $39.1 萬 | 0.2% | −290−18.9% | 減碼 | 歷史 |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 2,378 | $37.6 萬 | 0.2% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,673 | $35.9 萬 | 0.2% | 00.0% | 不變 | – |
| WTWWillis Towers Watson PLC | SHS | 1,034 | $34.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,827 | $33.5 萬 | 0.2% | +45+2.5% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,923 | $30.9 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,517 | $29.1 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 6,634 | $28.4 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 4,521 | $27.0 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 2,530 | $26.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 900 | $26.1 萬 | 0.1% | +46+5.4% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,750 | $25.1 萬 | 0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 779 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X194 | SST SPDR MSCI | 5,840 | $25.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,175 | $24.7 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 3,411 | $23.9 萬 | 0.1% | +3,411 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 770 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 802 | $22.4 萬 | 0.1% | +112+16.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,061 | $22.0 萬 | 0.1% | −202−16.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 462 | $21.9 萬 | 0.1% | −108−18.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 311 | $20.5 萬 | 0.1% | −50−13.9% | 減碼 | 歷史 |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 1,550 | $20.5 萬 | 0.1% | +1,550 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 642 | $20.1 萬 | 0.1% | +642 | 新進 | 歷史 |
| Blackstone Real Estate Income Tr CL I09259K401 | Common Stock | 11,623 | $16.3 萬 | 0.1% | +11,623 | 新進 | – |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。