Instuitional Investor - Monument Group Wealth Advisors, Llc
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% |