| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Dimensional U S Core Equity 2 ETF | 11 | Q2 2024 | 34.6% |
| Dimensional World ex US Core Equity ETF | 11 | Q2 2024 | 28.5% |
| Apple | 11 | Q2 2024 | 7.8% |
| Dimensional U S Targeted Value ETF | 11 | Q2 2024 | 5.9% |
| Dimensional U S Small Cap ETF | 11 | Q2 2024 | 4.6% |
| Vanguard Total Market Index ETF | 11 | Q2 2024 | 1.9% |
| Dimensional International Value ETF | 11 | Q2 2024 | 1.7% |
| Alphabet Inc Cap STK | 11 | Q2 2024 | 2.1% |
| Vanguard Small-Cap Value ETF | 11 | Q2 2024 | 1.4% |
| Thermo Fisher Scientific | 11 | Q2 2024 | 1.2% |
View MONOGRAPH WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-10 |
View MONOGRAPH WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.