MONOGRAPH WEALTH ADVISORS, LLC
145 holdingsFiling period: 2026-03-31Current AUM: $1.18Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DFA US Core Equity 2 ETF | 6.84M | $265.7M | $304.2M | 25.84% | +148.8K | 2026-03-31 |
| 2 | DFAX | DFA World ex US Core Equity 2 ETF | 6.17M | $209.5M | $225.2M | 19.13% | +106.1K | 2026-03-31 |
| 3 | DFUV | DFA US Marketwide Value ETF | 1.01M | $49.2M | $56.4M | 4.79% | +46.4K | 2026-03-31 |
| 4 | DFAT | DFA US Targeted Value ETF | 731.7K | $45.7M | $51.8M | 4.40% | +32.2K | 2026-03-31 |
| 5 | DCOR | DFA US Core Equity 1 ETF | 519.1K | $37.4M | $42.8M | 3.64% | +42.9K | 2026-03-31 |
| 6 | DISV | DFA International Small Cap Value ETF | 910.1K | $35.9M | $38.5M | 3.27% | +15.4K | 2026-03-31 |
| 7 | IVV | iShares Core S&P 500 | 54.8K | $35.8M | $41.1M | 3.50% | -- | 2026-03-31 |
| 8 | IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | 636.6K | $33.5M | $33.2M | 2.82% | +71.5K | 2026-03-31 |
| 9 | AAPL | Apple | 123.4K | $31.3M | $38.1M | 3.24% | +16.6K | 2026-03-31 |
| 10 | DFEM | DFA Emerging Markets Core Equity 2 ETF | 902.3K | $31.2M | $34.0M | 2.89% | +26.9K | 2026-03-31 |
| 11 | NVDA | Nvidia | 111.1K | $19.4M | $22.3M | 1.90% | +29.4K | 2026-03-31 |
| 12 | DFAS | DFA US Small Cap ETF | 269.8K | $19.2M | $21.9M | 1.86% | +6.4K | 2026-03-31 |
| 13 | DFAI | Dimensional International Core Equity Market ETF | 374.1K | $14.6M | $15.7M | 1.34% | +71.9K | 2026-03-31 |
| 14 | GOOGL | Alphabet Inc Cap STK | 48.5K | $14.0M | $17.3M | 1.47% | +14.7K | 2026-03-31 |
| 15 | VTI | Vanguard Total Market Index ETF | 40.9K | $13.1M | $15.0M | 1.28% | -498 | 2026-03-31 |
| 16 | DFIV | DFA Intl Value ETF | 241.2K | $12.7M | $13.8M | 1.17% | -2,743 | 2026-03-31 |
| 17 | DFLV | DFA US Large Cap Value ETF | 295.2K | $10.5M | $12.0M | 1.02% | +36.1K | 2026-03-31 |
| 18 | VGSH | Vanguard Short Term Treasury ETF IV | 166.6K | $9.8M | $9.7M | 0.82% | +56.4K | 2026-03-31 |
| 19 | DFIP | DFA Inflation Protected Securities ETF | 233.4K | $9.7M | $9.5M | 0.80% | +9.2K | 2026-03-31 |
| 20 | AMZN | Amazon.Com | 34.4K | $7.2M | $9.3M | 0.79% | -5,018 | 2026-03-31 |
| 21 | GOOG | Alphabet Inc Cap STK CL C | 23.8K | $6.8M | $8.5M | 0.72% | -- | 2026-03-31 |
| 22 | KMB | Kimberly-Clark | 67.1K | $6.6M | $7.4M | 0.63% | -- | 2026-03-31 |
| 23 | VBR | Vanguard Small-Cap Value ETF | 29.2K | $6.4M | $7.2M | 0.61% | +1.2K | 2026-03-31 |
| 24 | META | Meta Platforms, Inc | 11.0K | $6.3M | $6.1M | 0.52% | -73 | 2026-03-31 |
| 25 | DFIC | DFA Intl Core Equity 2 ETF | 162.7K | $5.8M | $6.2M | 0.53% | +3.2K | 2026-03-31 |
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