Monument Group Wealth Advisors, LLC
- SEC CIK
- 0001965665
- 最新申報
- 2026/7/27
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/22 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 43
- 較 2025 年第 4 季 −8
- 總值
- $1.80 億
- 較 2025 年第 4 季 −$325.3 萬 (−1.8%)
| 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 | 2,026,321 | $7,874 萬 | 43.7% | +58,271+3.0% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 812,122 | $3,164 萬 | 17.6% | +12,443+1.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 62,464 | $2,004 萬 | 11.1% | −853−1.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 147,684 | $946.4 萬 | 5.3% | −6,996−4.5% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 252,834 | $856.1 萬 | 4.8% | +4,297+1.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 22,717 | $576.5 萬 | 3.2% | −2,982−11.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 21,118 | $414.4 萬 | 2.3% | −1,833−8.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,878 | $363.5 萬 | 2.0% | −102−0.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,210 | $222.7 萬 | 1.2% | +288+0.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,708 | $167.5 萬 | 0.9% | −97−1.2% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 39,122 | $160.8 萬 | 0.9% | +9,935+34.0% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 17,594 | $138.0 萬 | 0.8% | +348+2.0% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 7,305 | $81.2 萬 | 0.5% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,563 | $74.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,047 | $68.1 萬 | 0.4% | +51+5.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 991 | $64.7 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,574 | $56.0 萬 | 0.3% | −69−0.7% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,311 | $51.9 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,123 | $44.2 萬 | 0.2% | −382−4.0% | 減碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 9,605 | $40.7 萬 | 0.2% | +2,971+44.8% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,199 | $40.1 萬 | 0.2% | −113−2.1% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,666 | $39.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,844 | $38.0 萬 | 0.2% | +921+23.5% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,022 | $37.6 萬 | 0.2% | 00.0% | 不變 | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 2,378 | $36.1 萬 | 0.2% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,673 | $33.4 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 1,797 | $31.3 萬 | 0.2% | −1,033−36.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,530 | $30.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,517 | $29.1 萬 | 0.2% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 1,452 | $28.0 萬 | 0.2% | −375−20.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 1,320 | $27.3 萬 | 0.2% | +1,320 | 新進 | 歷史 |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 4,521 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,750 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| SYKStryker Corp | Stock | 782 | $25.7 萬 | 0.1% | −418−34.8% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 584 | $25.5 萬 | 0.1% | −689−54.1% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,175 | $25.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 856 | $24.6 萬 | 0.1% | −44−4.9% | 減碼 | – |
| SPDR Index Shs FDS78463X194 | SST SPDR MSCI | 5,840 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 5,250 | $22.2 萬 | 0.1% | +5,250 | 新進 | – |
| KOCoca Cola Co | Stock | 2,907 | $22.1 萬 | 0.1% | −504−14.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 564 | $20.9 萬 | 0.1% | −621−52.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,091 | $20.1 萬 | 0.1% | +1,091 | 新進 | – |
| Blackstone Real Estate Income Tr CL I09259K401 | Common Stock | 11,758 | $16.7 萬 | 0.1% | +135+1.2% | 加碼 | – |
2025 年第 4 季之後清倉（11 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,464 | $39.9 萬 | 0.2% | – |
| GOOGAlphabet Inc. | Stock | 1,245 | $39.1 萬 | 0.2% | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 1,034 | $34.0 萬 | 0.2% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 779 | $25.1 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 770 | $23.5 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 802 | $22.4 萬 | 0.1% | – |
| JNJJohnson & Johnson | Stock | 1,061 | $22.0 萬 | 0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 462 | $21.9 萬 | 0.1% | – |
| METAMeta Platforms, Inc. | Stock | 311 | $20.5 萬 | 0.1% | 歷史 |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 1,550 | $20.5 萬 | 0.1% | – |
| GOOGLAlphabet Inc. | Stock | 642 | $20.1 萬 | 0.1% | 歷史 |