Instuitional Investor - Monument Group Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Monument Group Wealth Advisors, Llc |
| Portfolio Value | $158,813,917 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,975,570 | $70,804,463 | 44.58% | |
| 2. | Dimensional Etf Trust | 746,904 | $25,820,476 | 16.26% | |
| 3. | Vanguard Total Stk Mkt - ETF | 57,406 | $17,447,541 | 10.99% | |
| 4. | Vanguard Ftse Developed Markets Etf - ETF | 157,921 | $9,003,112 | 5.67% | |
| 5. | Dimensional Etf Trust | 235,229 | $6,809,898 | 4.29% |
