Monument Group Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Monument Group Wealth Advisors, LLCInvestment ActivityMonument Group Wealth Advisors, LLC has $141.25 million in total holdings as of December 31, 2024.Monument Group Wealth Advisors, LLC owns shares of 49 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 1.02% of the portfolio was purchased this quarter.About 11.23% of the portfolio was sold this quarter.This quarter, Monument Group Wealth Advisors, LLC has purchased 48 new stocks and bought additional shares in 9 stocks.Monument Group Wealth Advisors, LLC sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $64,550,542Dimensional International Core Equity Market ETF $20,968,586Vanguard Total Stock Market ETF $15,653,247Vanguard FTSE Developed Markets ETF $8,481,276Dimensional Emerging Core Equity Market ETF $5,705,002 Largest New Holdings this Quarter Amazon.com $335,666 HoldingHilltop $330,876 HoldingiShares Russell 1000 Growth ETF $212,393 HoldingiShares Russell 1000 Value ETF $201,606 HoldingRTX $200,542 Holding Largest Purchases this Quarter Amazon.com 1,530 shares (about $335.67K)Hilltop 11,557 shares (about $330.88K)iShares Russell 1000 Growth ETF 528 shares (about $212.39K)iShares Russell 1000 Value ETF 1,089 shares (about $201.61K)RTX 1,733 shares (about $200.54K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 230,817 shares (about $7.98M)Dimensional International Core Equity Market ETF 49,221 shares (about $1.44M)Vanguard Total Stock Market ETF 4,139 shares (about $1.20M)Vanguard FTSE Developed Markets ETF 14,708 shares (about $703.34K)Dimensional Emerging Core Equity Market ETF 25,559 shares (about $648.43K) 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$64,550,542$7,983,968 ▼-11.0%1,866,16045.7%ETFDFAIDimensional International Core Equity Market ETF$20,968,586$1,437,254 ▼-6.4%718,10214.8%ETFVTIVanguard Total Stock Market ETF$15,653,247$1,199,526 ▼-7.1%54,01211.1%ETFVEAVanguard FTSE Developed Markets ETF$8,481,276$703,338 ▼-7.7%177,3586.0%ETFDFAEDimensional Emerging Core Equity Market ETF$5,705,002$648,435 ▼-10.2%224,8714.0%ETFVBVanguard Small-Cap ETF$2,744,070$77,853 ▼-2.8%11,4201.9%ETFVTVVanguard Value ETF$2,647,283$185,560 ▼-6.6%15,6361.9%ETFVWOVanguard FTSE Emerging Markets ETF$1,934,365$235,134 ▼-10.8%43,9221.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,170,100$94,349 ▼-7.5%19,2600.8%ETFVBRVanguard Small-Cap Value ETF$1,134,666$104,449 ▼-8.4%5,7250.8%ETFDFSUDimensional US Sustainability Core 1 ETF$1,095,461$45,442 ▲4.3%28,9040.8%ETFAAPLApple$1,032,732$507,351 ▼-32.9%4,1240.7%Computer and TechnologyBSVVanguard Short-Term Bond ETF$897,289$15,841 ▲1.8%11,6120.6%ETFAVUSAvantis U.S. Equity ETF$754,6960.0%7,7860.5%ETFKOCoca-Cola$673,064$62 ▼0.0%10,8100.5%Consumer StaplesVGSHVanguard Short-Term Treasury Index ETF$580,345$27,926 ▼-4.6%9,9750.4%ETFIVViShares Core S&P 500 ETF$573,641$40,638 ▲7.6%9740.4%ETFSYKStryker$571,0390.0%1,5860.4%MedicalWTWWillis Towers Watson Public$558,580$386,902 ▼-40.9%1,7830.4%FinanceXOMExxon Mobil$528,276$5,701 ▼-1.1%4,9110.4%Oils/EnergyDFATDimensional U.S. Targeted Value ETF$493,725$8,906 ▼-1.8%8,8700.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index$416,6910.0%10,3500.3%ETFMSFTMicrosoft$411,805$367,548 ▼-47.2%9770.3%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$394,693$41 ▲0.0%9,6450.3%ETFIBMInternational Business Machines$386,680$11,211 ▼-2.8%1,7590.3%Computer and TechnologyDHSWisdomTree U.S. High Dividend Fund$384,5490.0%4,1190.3%FinanceJPMJPMorgan Chase & Co.$359,565$58,250 ▼-13.9%1,5000.3%FinanceSPYSPDR S&P 500 ETF Trust$355,1640.0%6060.3%FinanceMGCVanguard Mega Cap ETF$351,812$2,978 ▲0.9%1,6540.2%ETFGOOGAlphabet$350,219$39,992 ▼-10.2%1,8390.2%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$350,045$1,031 ▲0.3%1,0190.2%ETFAMZNAmazon.com$335,666$335,666 ▲New Holding1,5300.2%Retail/WholesaleBRK.BBerkshire Hathaway$331,3470.0%7310.2%FinanceHTHHilltop$330,876$330,876 ▲New Holding11,5570.2%FinanceESGFlexShares STOXX US ESG Select Index Fund$327,6490.0%2,3780.2%ETFNULGNuveen ESG Large-Cap Growth ETF$315,2900.0%3,6730.2%ETFVXUSVanguard Total International Stock ETF$306,128$8,605 ▲2.9%5,1940.2%ETFMCDMcDonald's$272,206$14,494 ▼-5.1%9390.2%Retail/WholesalePEGPublic Service Enterprise Group$266,1430.0%3,1500.2%UtilitiesRSPInvesco S&P 500 Equal Weight ETF$263,658$1,753 ▲0.7%1,5040.2%ETFMRKMerck & Co., Inc.$251,6840.0%2,5300.2%MedicalADPAutomatic Data Processing$245,600$5,855 ▼-2.3%8390.2%Business ServicesDFSIDimensional International Sustainability Core 1 ETF$244,009$42,475 ▲21.1%7,4280.2%ETFVYMVanguard High Dividend Yield ETF$223,2820.0%1,7500.2%ETFIWFiShares Russell 1000 Growth ETF$212,393$212,393 ▲New Holding5280.2%ETFNZACSPDR MSCI ACWI Climate Paris Aligned ETF$211,9330.0%5,8400.2%ETFDFARDimensional US Real Estate ETF$202,495$560,154 ▼-73.4%8,7020.1%ETFIWDiShares Russell 1000 Value ETF$201,606$201,606 ▲New Holding1,0890.1%ETFRTXRTX$200,542$200,542 ▲New Holding1,7330.1%AerospaceTMOThermo Fisher Scientific$0$442,400 ▼-100.0%00.0%MedicalVUGVanguard Growth ETF$0$335,470 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$213,686 ▼-100.0%00.0%MedicalCOSTCostco Wholesale$0$208,248 ▼-100.0%00.0%Retail/WholesaleShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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