Monument Group Wealth Advisors, LLC
- SEC CIK
- 0001965665
- 最新申報
- 2026/7/27
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/27 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 44
- 較 2026 年第 1 季 +1
- 總值
- $2.08 億
- 較 2026 年第 1 季 +$2,813 萬 (+15.6%)
| 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 | 2,159,082 | $9,578 萬 | 46.0% | +132,761+6.6% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 860,976 | $3,552 萬 | 17.0% | +48,854+6.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 58,267 | $2,156 萬 | 10.3% | −4,197−6.7% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 260,571 | $1,048 萬 | 5.0% | +112,887+76.4% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 139,822 | $996.2 萬 | 4.8% | −113,012−44.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 21,918 | $634.2 萬 | 3.0% | −799−3.5% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 19,563 | $426.4 萬 | 2.0% | −1,555−7.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,891 | $390.8 萬 | 1.9% | −987−7.1% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 38,807 | $231.6 萬 | 1.1% | −2,403−5.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 39,196 | $182.8 萬 | 0.9% | +31,488+408.5% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 7,103 | $172.6 萬 | 0.8% | −32,019−81.8% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 15,879 | $130.6 萬 | 0.6% | −1,715−9.7% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 7,237 | $92.7 萬 | 0.4% | −68−0.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,568 | $78.5 萬 | 0.4% | +5+0.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,048 | $78.3 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 978 | $73.3 萬 | 0.4% | −13−1.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 1,611 | $60.1 萬 | 0.3% | −7,963−83.2% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,311 | $58.1 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,574 | $55.7 萬 | 0.3% | +451+4.9% | 加碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 9,124 | $50.2 萬 | 0.2% | −481−5.0% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,546 | $48.3 萬 | 0.2% | +4,347+83.6% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,666 | $45.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,110 | $44.9 萬 | 0.2% | +266+5.5% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 5,207 | $44.5 萬 | 0.2% | +97+1.9% | 加碼依 5 比 1 拆股換算 | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 9,630 | $43.4 萬 | 0.2% | +7,252+305.0% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,673 | $43.0 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 2,378 | $41.8 萬 | 0.2% | +581+32.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,935 | $38.5 萬 | 0.2% | +2,405+95.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,867 | $37.4 萬 | 0.2% | +350+23.1% | 加碼 | – |
| RTXRTX Corp | Stock | 2,738 | $35.2 萬 | 0.2% | +1,286+88.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,517 | $32.3 萬 | 0.2% | +197+14.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 3,504 | $30.2 萬 | 0.1% | −1,017−22.5% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,535 | $29.1 萬 | 0.1% | −215−12.3% | 減碼 | – |
| SYKStryker Corp | Stock | 1,750 | $27.7 萬 | 0.1% | +968+123.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,423 | $27.6 萬 | 0.1% | −81−2.3% | 減碼依 6 比 1 拆股換算 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,840 | $26.8 萬 | 0.1% | +4,665+397.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 843 | $26.5 萬 | 0.1% | −2,581−75.4% | 減碼依 4 比 1 拆股換算 | – |
| SPDR Index Shs FDS78463X194 | SST SPDR MSCI | 1,089 | $26.4 萬 | 0.1% | −4,751−81.4% | 減碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 5,250 | $25.7 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 3,098 | $25.2 萬 | 0.1% | +191+6.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,550 | $23.9 萬 | 0.1% | +986+174.8% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,091 | $21.6 萬 | 0.1% | 00.0% | 不變 | – |
| Blackstone Real Estate Income Tr CL I09259K401 | Common Stock | 692 | $21.2 萬 | 0.1% | −11,066−94.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,682 | $20.9 萬 | 0.1% | +1,682 | 新進 | – |