$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,295,313 | +22.8% | 6,150 | 0.0% | 0.87% | +11.4% | |
| SCZ | ISHARES TReafe sml cp etf | $1,282,908 | -2.7% | 20,813 | 0.0% | 0.86% | -11.7% | |
| MSFT | MICROSOFT CORP | $826,411 | +6.2% | 1,849 | 0.0% | 0.56% | -3.5% | |
| AVUS | AMERICAN CENTY ETF TRus eqt etf | $702,219 | +0.8% | 7,786 | 0.0% | 0.47% | -8.5% | |
| KO | COCA COLA CO | $688,091 | +4.0% | 10,811 | 0.0% | 0.46% | -5.5% | |
| XOM | EXXON MOBIL CORP | $571,456 | -1.0% | 4,964 | 0.0% | 0.38% | -10.3% | |
| SYK | STRYKER CORPORATION | $539,637 | -4.9% | 1,586 | 0.0% | 0.36% | -13.8% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $442,400 | -4.9% | 800 | 0.0% | 0.30% | -13.6% | |
| FDL | FIRST TR MORNINGSTAR DIVID L | $392,576 | -1.4% | 10,350 | 0.0% | 0.26% | -10.5% | |
| JPM | JPMORGAN CHASE & CO. | $352,539 | +1.0% | 1,743 | 0.0% | 0.24% | -8.5% | |
| DHS | WISDOMTREE TRus high dividend | $348,426 | -2.4% | 4,119 | 0.0% | 0.23% | -11.7% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $335,470 | +8.7% | 897 | 0.0% | 0.23% | -1.3% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $329,797 | +4.0% | 606 | 0.0% | 0.22% | -5.5% | |
| MGC | VANGUARD WORLD FDmega cap index | $323,465 | +5.6% | 1,640 | 0.0% | 0.22% | -4.0% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $319,152 | +9.6% | 1,016 | 0.0% | 0.22% | -0.5% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $313,040 | -9.4% | 1,810 | 0.0% | 0.21% | -17.6% | |
| MRK | MERCK & CO INC | $313,214 | -6.2% | 2,530 | 0.0% | 0.21% | -14.6% | |
| ESG | FLEXSHARES TRstox us esg slct | $305,074 | +1.3% | 2,378 | 0.0% | 0.20% | -8.1% | |
| NULG | NUSHARES ETF TRnuveen esg lrgcp | $298,101 | +6.4% | 3,673 | 0.0% | 0.20% | -3.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $297,371 | -3.3% | 731 | 0.0% | 0.20% | -12.3% | |
| MCD | MCDONALDS CORP | $252,037 | -9.6% | 989 | 0.0% | 0.17% | -17.9% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $232,155 | +10.4% | 3,150 | 0.0% | 0.16% | 0.0% | |
| JNJ | JOHNSON & JOHNSON | $213,686 | -7.6% | 1,462 | 0.0% | 0.14% | -15.8% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $207,550 | -2.0% | 1,750 | 0.0% | 0.14% | -10.8% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $205,035 | -4.4% | 859 | 0.0% | 0.14% | -13.2% |
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.