Instuitional Investor - Monument Group Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Monument Group Wealth Advisors, Llc |
| Portfolio Value | $144,260,561 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,962,622 | $64,746,905 | 44.88% | |
| 2. | Dimensional Etf Trust | 717,030 | $22,392,857 | 15.52% | |
| 3. | Vanguard Total Stk Mkt - ETF | 54,946 | $15,101,481 | 10.47% | |
| 4. | Vanguard Ftse Developed Markets Etf - ETF | 178,162 | $9,056,007 | 6.28% | |
| 5. | Dimensional Etf Trust | 229,585 | $5,943,977 | 4.12% |
