$466 Million is the total value of MONOGRAPH WEALTH ADVISORS, LLC's 92 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | Thirdeye Systems LTDnot on list | $835,865 | – | 1,398,758 | +100.0% | 0.18% | – | |
| USMV | New | iShares Edge MSCI Min Vol USA ETFetf | $202,401 | – | 2,723 | +100.0% | 0.04% | – |
| New | Mawson | $163,769 | – | 86,650 | +100.0% | 0.04% | – | |
| New | Vitasoy Intl HLDGS Ordfnot on list | $29,644 | – | 23,800 | +100.0% | 0.01% | – | |
| New | Ascendas Real Esta Ordfnot on list | $24,142 | – | 12,000 | +100.0% | 0.01% | – | |
| New | Getaround Inc Com | $16,407 | – | 46,876 | +100.0% | 0.00% | – | |
| ADVR | New | Advanced Viral Reshnot on list | $0 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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.