$426 Million is the total value of MONOGRAPH WEALTH ADVISORS, LLC's 87 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ETY | New | Eaton Vance Tax MG Cefetf | $213,099 | – | 18,260 | +100.0% | 0.05% | – |
| LEAD | New | Siren ETF TR Divcon Leaders Divid ETFetf | $212,280 | – | 4,000 | +100.0% | 0.05% | – |
| VV | New | Vanguard Large-Cap ETFetf | $204,183 | – | 1,093 | +100.0% | 0.05% | – |
| BX | New | Blackstone Group Inc CL A | $205,067 | – | 2,335 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
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 | 2024-05-15 |
| 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 |
| 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.