MG

Monument Group Wealth Advisors, LLC

13F
Monument Group Wealth Advisors, LLC
Last update 2025-04-24 51 Stocks (5 new)
Value $144.00 Mil Turnover 4 %
Countries:
Top Holdings: DFAC(44.88%)DFAI(15.52%)VTI(10.47%)VEA(6.28%)DFAE(4.12%)
Summary Stock Picks Current Portfolio
Monument Group Wealth Advisors... Top Holdings of 2025-03-31 View Full List
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
1,962,622
64,746.9
+5.17%
44.880
+2.21%
0.210
+18.17%
+7.50%
36,018.1
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
717,030
22,392.9
-0.15%
15.520
-0.02%
0.250
+13.62%
+23.41%
10,907.5
 
VTI
Vanguard Total Stock Market ETF
54,946
15,101.5
+1.73%
10.470
+0.18%
0.000
+18.95%
+8.50%
478,431.4
 
VEA
Vanguard FTSE Developed Markets ETF
178,162
9,056.0
+0.45%
6.280
+0.03%
0.010
+14.16%
+23.88%
163,588.6
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
229,585
5,944.0
+2.10%
4.120
+0.08%
0.110
+18.19%
+19.38%
6,334.8
 
VTV
Vanguard Value ETF
17,993
3,108.2
+15.07%
2.150
+0.28%
0.000
+11.15%
+7.87%
135,521.3
 
VB
Vanguard Small Cap ETF
12,364
2,741.8
+8.27%
1.900
+0.15%
0.000
+17.97%
+3.73%
62,181.4
 
VWO
Vanguard FTSE Emerging Markets ETF
44,188
2,000.0
+0.61%
1.390
+0.01%
0.000
+15.56%
+16.78%
86,562.3
 
SCZ
iShares MSCI EAFE Small-Cap ETF
19,237
1,222.2
-0.12%
0.850
0%
0.010
+16.87%
+25.34%
10,575.9
 
AAPL
Apple Inc
4,975
1,105.1
+20.64%
0.770
+0.13%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware

Monument Group Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Monument Group Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+2.21%
●
32.42 ($34.71) 36.1
$36.98
6.54%
Add 5.17%
1,962,622
96,462
VUG
Vanguard Growth ETF
2025-03-31
New Buy
New Buy
+0.37%
●
369.1 ($404.54) 427.61
$450.40
11.34%
New holding
1,425
1,425
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.28%
●
167.73 ($174.39) 179.21
$180.57
3.54%
Add 15.07%
17,993
2,357
AMZN
Amazon.com Inc
2025-03-31
Sold Out
Sold Out
-0.24%
●
190.26 ($217) 242.06
$228.29
5.20%
Sold Out
0
-1,530
HTH
Hilltop Holdings Inc
2025-03-31
Sold Out
Sold Out
-0.23%
●
27.15 ($30.4) 32.77
$31.36
3.16%
Sold Out
0
-11,557
VO
Vanguard Mid-Cap ETF
2025-03-31
New Buy
New Buy
+0.21%
●
251.87 ($268.43) 277.95
$287.85
7.23%
New holding
1,192
1,192
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.18%
●
271.18 ($290.53) 303.12
$312.41
7.53%
Add 1.73%
54,946
934
GL
Globe Life Inc
2025-03-31
New Buy
New Buy
+0.16%
●
111.2 ($122.35) 131.72
$124.81
2.01%
New holding
1,752
1,752
JNJ
Johnson & Johnson
2025-03-31
New Buy
New Buy
+0.16%
●
142.06 ($156.47) 167.7
$169.10
8.07%
New holding
1,357
1,357
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.15%
●
217.89 ($238.81) 252.64
$247.42
3.61%
Add 8.27%
12,364
944

Monument Group Wealth Advisors, LLC Total Holding History ($B)

To

Monument Group Wealth Advisors, LLC's Asset Allocation

To

Monument Group Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Monument Group Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Monument Group Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Monument Group Wealth Advisors, LLC's Holdings Heat Map

Size field:

Monument Group Wealth Advisors, LLC's Holdings Bubble Chart

Monument Group Wealth Advisors, LLC News

  • 1

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