$149 Million is the total value of Monument Group Wealth Advisors, LLC's 48 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GL | Exit | GLOBE LIFE INC | $0 | – | -1,752 | -100.0% | -0.15% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -4,083 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 45.5% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 16.1% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 13.3% |
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 8.2% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 4.4% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 2.5% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 2.4% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q2 2024 | 1.7% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 2.0% |
| ISHARES TR | 3 | Q2 2024 | 1.0% |
View Monument Group Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-18 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-01 |
View Monument Group 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.