Monument Group Wealth Advisors, LLC: 13F holdings
CIK 19656652026Q2
| Positions | 44 |
|---|
| Reported value | $208.1m |
|---|
| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 44 (+1 vs prior quarter) |
|---|
| Reported value | $208.1m (+15.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 2,159,082 | $95.8m | 46.0% |
| DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 860,976 | $35.5m | 17.1% |
| VTI VANGUARD TOTAL STK MKT | 58,267 | $21.6m | 10.4% |
| VEA DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 260,571 | $10.5m | 5.0% |
| DFAE VANGUARD FTSE DEVELOPED MARKETS ETF | 139,822 | $10.0m | 4.8% |
| AAPL APPLE INC | 21,918 | $6.3m | 3.0% |
| VTV VANGUARD VALUE ETF | 19,563 | $4.3m | 2.0% |
| VB VANGUARD SMALL-CAP ETF | 12,891 | $3.9m | 1.9% |
| VWO VANGUARD FTSE EMERGING MARKETS ETF | 38,807 | $2.3m | 1.1% |
| VBR DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 39,196 | $1.8m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965665")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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