Instuitional Investor - Monument Group Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Monument Group Wealth Advisors, Llc |
| Portfolio Value | $183,453,839 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,968,050 | $77,915,107 | 42.47% | |
| 2. | Dimensional Etf Trust | 799,679 | $30,475,766 | 16.61% | |
| 3. | Vanguard Total Stk Mkt - ETF | 63,317 | $21,228,555 | 11.57% | |
| 4. | Vanguard Ftse Developed Markets Etf - ETF | 154,680 | $9,662,870 | 5.27% | |
| 5. | Dimensional Etf Trust | 248,537 | $8,094,859 | 4.41% |