Monument Group Wealth Advisors, LLC Top Holdings and 13F Report (2024) → The Gold Grab of the Century (From Colonial Metals) (Ad) About Monument Group Wealth Advisors, LLCInvestment ActivityMonument Group Wealth Advisors, LLC has $117.27 million in total holdings as of December 31, 2023.Monument Group Wealth Advisors, LLC owns shares of 43 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $43,820,038Dimensional International Core Equity Market ETF $18,291,015Vanguard Total Stock Market ETF $15,559,502Vanguard FTSE Developed Markets Index Fund ETF Shares $9,572,082Dimensional Emerging Core Equity Market ETF $4,914,285 Sector AllocationMap of 500 Largest Holdings ofMonument Group Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$43,820,0381,499,14637.4%ETFDFAIDimensional International Core Equity Market ETF$18,291,015638,65315.6%ETFVTIVanguard Total Stock Market ETF$15,559,50265,59113.3%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$9,572,082199,8358.2%ETFDFAEDimensional Emerging Core Equity Market ETF$4,914,285203,8284.2%ETFVTVVanguard Value ETF$2,912,61819,4822.5%ETFVBVanguard Small-Cap ETF$2,811,32713,1782.4%ETFDFARDimensional US Real Estate ETF$2,136,34593,9471.8%ETFVWOVanguard FTSE Emerging Markets ETF$2,011,23048,9351.7%ETFVBRVanguard Small-Cap Value ETF$1,281,0877,1181.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,228,46219,8461.0%ETFAAPLApple$1,196,7666,2161.0%Computer and TechnologyMSFTMicrosoft$776,5232,0650.7%Computer and TechnologyAVUSAvantis U.S. Equity ETF$657,2938,0600.6%ETFKOCoca-Cola$637,06510,8110.5%Consumer StaplesVGSHVanguard Short-Term Treasury Index ETF$611,88210,4900.5%ETFWTWWillis Towers Watson Public$599,5712,4860.5%FinanceXOMExxon Mobil$496,3014,9640.4%Oils/EnergyDFATDimensional U.S. Targeted Value ETF$469,9648,9810.4%ETFGLGlobe Life$426,6293,5050.4%FinanceTMOThermo Fisher Scientific$424,6328000.4%MedicalBSVVanguard Short-Term Bond ETF$407,5905,2920.3%ETFGOOGAlphabet$376,4322,6710.3%Computer and TechnologyFDLFirst Trust Morningstar Dividend Leaders Index$371,35810,3500.3%ETFDFUVDimensional US Marketwide Value ETF$366,7949,8550.3%ETFDFSUDimensional US Sustainability Core 1 ETF$362,50911,6450.3%ETFVNQVanguard Real Estate ETF$360,7744,0830.3%ETFDHSWisdomTree U.S. High Dividend Fund$338,4994,1190.3%FinanceJPMJPMorgan Chase & Co.$296,4841,7430.3%FinanceIVViShares Core S&P 500 ETF$289,6646060.2%ETFSPYSPDR S&P 500 ETF Trust$288,0386060.2%FinanceVUGVanguard Growth ETF$278,7218970.2%ETFMGCVanguard Mega Cap ETF$276,6811,6340.2%ETFESGFlexShares STOXX US ESG Select Index Fund$275,9122,3780.2%ETFMGKVanguard Mega Cap Growth ETF$263,3171,0150.2%ETFBRK.BBerkshire Hathaway$260,7187310.2%FinanceJNJJohnson & Johnson$260,5021,6620.2%MedicalNULGNuveen ESG Large-Cap Growth ETF$255,1633,6730.2%ETFUSSGX-trackers MSCI USA ESG Leaders Equity ETF$243,5415,5050.2%ETFRSPInvesco S&P 500 Equal Weight ETF$233,7771,4810.2%ETFVXUSVanguard Total International Stock ETF$213,1193,6770.2%ETFADPAutomatic Data Processing$207,5768910.2%Business ServicesDDominion Energy$204,6384,3540.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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