Instuitional Investor - Monument Group Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Monument Group Wealth Advisors, Llc |
| Portfolio Value | $169,845,899 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,942,510 | $74,922,647 | 44.11% | |
| 2. | Dimensional Etf Trust | 775,776 | $28,199,475 | 16.6% | |
| 3. | Vanguard Total Stk Mkt - ETF | 64,164 | $21,056,886 | 12.4% | |
| 4. | Vanguard Ftse Developed Markets Etf - ETF | 165,620 | $9,924,001 | 5.84% | |
| 5. | Dimensional Etf Trust | 242,520 | $7,646,666 | 4.5% |
Hedge Fund Resource Center 
