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MONOGRAPH WEALTH ADVISORS, LLC13F | |
| MONOGRAPH WEALTH ADVISORS, LLC | |
| Last update 2025-05-15 | 113 Stocks (10 new) |
| Value $734.00 Mil | Turnover 3 % |
MONOGRAPH WEALTH ADVISORS, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 6,745,007 | 222,517.8 | +1.56% | 30.310 | +0.47% | 0.710 | +18.56% | +5.98% | 35,706.4 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 5,541,283 | 145,181.6 | +1.06% | 19.780 | +0.21% | 1.900 | +13.55% | +19.99% | 8,979.3 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 784,110 | 40,373.8 | -2.60% | 5.500 | -0.15% | 0.400 | +17.83% | +0.92% | 11,117.7 | ||
DCOR | Dimensional US Core Equity 1 ETF | 458,314 | 28,108.4 | -0.66% | 3.830 | -0.03% | 1.820 | +18.59% | +6.50% | 1,894.5 | ||
DFUV | Dimensional US Marketwide Value ETF | 657,868 | 27,110.7 | +0.19% | 3.690 | +0.01% | 0.240 | +12.36% | +5.06% | 11,765.5 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 461,125 | 24,149.1 | +38.66% | 3.290 | +0.92% | 0.120 | +1.17% | +1.90% | 21,658.7 | ||
DISV |
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
| 760,027 | 22,132.0 | -2.66% | 3.010 | -0.07% | 0.810 | +13.23% | +26.31% | 3,309.0 | ||
AAPL | Apple Inc | 95,659 | 21,248.7 | -6.92% | 2.890 | -0.24% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 579,412 | 15,331.3 | -15.29% | 2.090 | -0.36% | 0.320 | +17.12% | +16.23% | 5,774.5 | ||
NVDA | NVIDIA Corp | 127,189 | 13,786.0 | -1.91% | 1.880 | -0.04% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors |
MONOGRAPH WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns
MONOGRAPH WEALTH ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-03-31 | Add Add | +0.92% | 51.52 ($51.99) 52.37 | $52.68 | 1.33% | Add 38.66% | 461,125 | 128,567 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.78% | 507.05 ($540.58) 563.67 | $577.95 | 6.91% | Reduce -75.2% | 3,634 | -11,020 | |
IBIT | ISHARES BITCOIN TR | 2025-03-31 | Sold Out Sold Out | -0.75% | 44.91 ($52.94) 60.42 | $67.82 | 28.11% | Sold Out | 0 | -106,650 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | New Buy New Buy | +0.68% | 59.61 ($63.9) 66.74 | $68.24 | 6.79% | New holding | 82,523 | 82,523 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Add Add | +0.47% | 32.42 ($34.71) 36.1 | $36.66 | 5.62% | Add 1.56% | 6,745,007 | 103,801 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.46% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -42.44% | 11,256 | -8,298 | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 2025-03-31 | Reduce Reduce | -0.36% | 25.35 ($26.59) 27.46 | $30.44 | 14.48% | Reduce -15.29% | 579,412 | -104,609 | |
MSTR | Strategy | 2025-03-31 | New Buy New Buy | +0.31% | 239.27 ($317.51) 396.5 | $426.40 | 34.29% | New holding | 7,955 | 7,955 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.24% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Reduce -6.92% | 95,659 | -7,117 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.22% | 271.18 ($290.53) 303.12 | $309.80 | 6.63% | Add 15.86% | 42,941 | 5,879 |
MONOGRAPH WEALTH ADVISORS, LLC Total Holding History ($B)
MONOGRAPH WEALTH ADVISORS, LLC's Asset Allocation
MONOGRAPH WEALTH ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MONOGRAPH WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31
MONOGRAPH WEALTH ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MONOGRAPH WEALTH ADVISORS, LLC's Holdings Heat Map
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MONOGRAPH WEALTH ADVISORS, LLC's Holdings Bubble Chart
MONOGRAPH WEALTH ADVISORS, LLC News
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