$12.7 Million is the total value of MONOGRAPH WEALTH ADVISORS, LLC's 93 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Sell | Dimensional International Value ETFetf | $6,090 | -99.9% | 200,337 | -0.7% | 1.61% | -5.3% | |
| GOOGL | Sell | Alphabet Inc Cap STK | $4,149 | -99.9% | 47,024 | -2.0% | 1.10% | -27.0% |
| FB | Sell | Meta Platforms, Inc | $1,228 | -99.9% | 10,201 | -0.9% | 0.32% | -29.0% |
| JNJ | Sell | Johnson & Johnson | $701 | -99.9% | 3,967 | -13.5% | 0.19% | -24.4% |
| SCHW | Sell | Charles Schwab | $656 | -99.9% | 7,874 | -5.5% | 0.17% | -11.2% |
| DVN | Sell | Devon Energy Corp New Com | $288 | -100.0% | 4,679 | -60.5% | 0.08% | -67.4% |
| IBM | Sell | International Bus.MCHS. | $224 | -99.9% | 1,593 | -15.4% | 0.06% | -19.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Dimensional U S Core Equity 2 ETF | 8 | Q3 2023 | 34.6% |
| Dimensional World ex US Core Equity ETF | 8 | Q3 2023 | 28.5% |
| Apple | 8 | Q3 2023 | 7.8% |
| Dimensional U S Targeted Value ETF | 8 | Q3 2023 | 5.9% |
| Dimensional U S Small Cap ETF | 8 | Q3 2023 | 4.6% |
| Vanguard Total Market Index ETF | 8 | Q3 2023 | 1.9% |
| Dimensional International Value ETF | 8 | Q3 2023 | 1.7% |
| Alphabet Inc Cap STK | 8 | Q3 2023 | 2.1% |
| Vanguard Small-Cap Value ETF | 8 | Q3 2023 | 1.4% |
| Thermo Fisher Scientific | 8 | Q3 2023 | 1.2% |
View MONOGRAPH WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-10 |
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.