Monument Group Wealth Advisors, LLC Top Holdings and 13F Report (2024) → The ONE AI Stock to own now. (It’s not Nvidia.) (From Weiss Ratings) (Ad) About Monument Group Wealth Advisors, LLCInvestment ActivityMonument Group Wealth Advisors, LLC has $134.94 million in total holdings as of March 31, 2024.Monument Group Wealth Advisors, LLC owns shares of 47 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 9.53% of the portfolio was purchased this quarter.About 2.69% of the portfolio was sold this quarter.This quarter, Monument Group Wealth Advisors, LLC has purchased 43 new stocks and bought additional shares in 14 stocks.Monument Group Wealth Advisors, LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $54,082,703Dimensional International Core Equity Market ETF $21,681,699Vanguard Total Stock Market ETF $15,229,409Vanguard FTSE Developed Markets ETF $9,748,557Dimensional Emerging Core Equity Market ETF $5,744,713 Largest New Holdings this Quarter Stryker $567,582 HoldingInternational Business Machines $345,638 HoldingMerck & Co., Inc. $333,834 HoldingMcDonald's $278,849 HoldingVanguard High Dividend Yield ETF $211,733 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 193,583 shares (about $6.18M)Dimensional International Core Equity Market ETF 78,809 shares (about $2.38M)Dimensional Emerging Core Equity Market ETF 28,563 shares (about $706.08K)Dimensional US Real Estate ETF 25,587 shares (about $572.38K)Stryker 1,586 shares (about $567.58K) Largest Sales this Quarter Vanguard Total Stock Market ETF 6,994 shares (about $1.82M)Vanguard Small-Cap ETF 1,332 shares (about $304.49K)Vanguard Value ETF 1,717 shares (about $279.63K)Vanguard FTSE Developed Markets ETF 5,525 shares (about $277.19K)Globe Life 1,753 shares (about $204.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMonument Group Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$54,082,703$6,184,978 ▲12.9%1,692,72940.1%ETFDFAIDimensional International Core Equity Market ETF$21,681,699$2,381,608 ▲12.3%717,46216.1%ETFVTIVanguard Total Stock Market ETF$15,229,409$1,817,746 ▼-10.7%58,59711.3%ETFVEAVanguard FTSE Developed Markets ETF$9,748,557$277,190 ▼-2.8%194,3107.2%ETFDFAEDimensional Emerging Core Equity Market ETF$5,744,713$706,078 ▲14.0%232,3914.3%ETFVTVVanguard Value ETF$2,893,250$279,635 ▼-8.8%17,7652.1%ETFVBVanguard Small-Cap ETF$2,707,946$304,490 ▼-10.1%11,8462.0%ETFDFARDimensional US Real Estate ETF$2,673,982$572,383 ▲27.2%119,5342.0%ETFVWOVanguard FTSE Emerging Markets ETF$2,080,255$36,256 ▲1.8%49,8031.5%ETFVBRVanguard Small-Cap Value ETF$1,339,822$25,902 ▼-1.9%6,9831.0%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,318,082$61,240 ▲4.9%20,8131.0%ETFAAPLApple$1,054,602$11,318 ▼-1.1%6,1500.8%Computer and TechnologyWTWWillis Towers Watson Public$1,023,064$339,371 ▲49.6%3,7200.8%FinanceDFSUDimensional US Sustainability Core 1 ETF$932,511$531,807 ▲132.7%27,1000.7%ETFMSFTMicrosoft$777,911$90,875 ▼-10.5%1,8490.6%Computer and TechnologyAVUSAvantis U.S. Equity ETF$696,847$24,523 ▼-3.4%7,7860.5%ETFKOCoca-Cola$661,3890.0%10,8110.5%Consumer StaplesVGSHVanguard Short-Term Treasury Index ETF$609,1540.0%10,4900.5%ETFXOMExxon Mobil$577,0150.0%4,9640.4%Oils/EnergySYKStryker$567,582$567,582 ▲New Holding1,5860.4%MedicalDFATDimensional U.S. Targeted Value ETF$521,492$32,658 ▲6.7%9,5810.4%ETFTMOThermo Fisher Scientific$464,9680.0%8000.3%MedicalBSVVanguard Short-Term Bond ETF$439,656$33,890 ▲8.4%5,7340.3%ETFDFUVDimensional US Marketwide Value ETF$400,255$2,822 ▼-0.7%9,7860.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index$398,2680.0%10,3500.3%ETFDHSWisdomTree U.S. High Dividend Fund$356,9530.0%4,1190.3%FinanceVNQVanguard Real Estate ETF$353,0980.0%4,0830.3%ETFJPMJPMorgan Chase & Co.$349,1230.0%1,7430.3%FinanceIBMInternational Business Machines$345,638$345,638 ▲New Holding1,8100.3%Computer and TechnologyMRKMerck & Co., Inc.$333,834$333,834 ▲New Holding2,5300.2%MedicalSPYSPDR S&P 500 ETF Trust$316,9800.0%6060.2%FinanceGOOGAlphabet$315,035$91,663 ▼-22.5%2,0690.2%Computer and TechnologyVUGVanguard Growth ETF$308,7320.0%8970.2%ETFBRK.BBerkshire Hathaway$307,4000.0%7310.2%FinanceIVViShares Core S&P 500 ETF$307,192$11,572 ▼-3.6%5840.2%ETFMGCVanguard Mega Cap ETF$306,381$1,121 ▲0.4%1,6400.2%ETFESGFlexShares STOXX US ESG Select Index Fund$301,0200.0%2,3780.2%ETFMGKVanguard Mega Cap Growth ETF$291,118$287 ▲0.1%1,0160.2%ETFNULGNuveen ESG Large-Cap Growth ETF$280,1760.0%3,6730.2%ETFMCDMcDonald's$278,849$278,849 ▲New Holding9890.2%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$251,949$1,185 ▲0.5%1,4880.2%ETFVXUSVanguard Total International Stock ETF$244,503$22,792 ▲10.3%4,0550.2%ETFJNJJohnson & Johnson$231,274$31,638 ▼-12.0%1,4620.2%MedicalADPAutomatic Data Processing$214,527$7,992 ▼-3.6%8590.2%Business ServicesVYMVanguard High Dividend Yield ETF$211,733$211,733 ▲New Holding1,7500.2%ETFPEGPublic Service Enterprise Group$210,357$210,357 ▲New Holding3,1500.2%UtilitiesGLGlobe Life$203,880$203,996 ▼-50.0%1,7520.2%FinanceUSSGX-trackers MSCI USA ESG Leaders Equity ETF$0$243,541 ▼-100.0%00.0%ETFDDominion Energy$0$204,638 ▼-100.0%00.0%Utilities 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. 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