Instuitional Investor - Monument Group Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Monument Group Wealth Advisors, Llc |
| Portfolio Value | $117,266,424 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,499,146 | $43,820,038 | 37.36% | |
| 2. | Dimensional Etf Trust | 638,653 | $18,291,015 | 15.59% | |
| 3. | Vanguard Index Fds | 65,591 | $15,559,502 | 13.26% | |
| 4. | Vanguard Tax-Managed Fds | 199,835 | $9,572,082 | 8.16% | |
| 5. | Dimensional Etf Trust | 203,828 | $4,914,285 | 4.19% |
