Instuitional Investor - Monument Group Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Monument Group Wealth Advisors, Llc |
| Portfolio Value | $141,251,715 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,866,160 | $64,550,542 | 45.69% | |
| 2. | Dimensional Etf Trust | 718,102 | $20,968,586 | 14.84% | |
| 3. | Vanguard Total Stk Mkt | 54,012 | $15,653,247 | 11.08% | |
| 4. | Vanguard Ftse Developed Markets Etf | 177,358 | $8,481,276 | 6% | |
| 5. | Dimensional Etf Trust | 224,871 | $5,705,002 | 4.03% |
