Monument Group Wealth Advisors, LLC
43 holdingsFiling period: 2026-03-31Current AUM: $203.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 2.03M | $78.7M | $90.2M | 44.37% | +58.3K | 2026-03-31 |
| 2 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 812.1K | $31.6M | $34.2M | 16.83% | +12.4K | 2026-03-31 |
| 3 | VTI | VANGUARD TOTAL STK MKT | 62.5K | $20.0M | $23.0M | 11.32% | -853 | 2026-03-31 |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 147.7K | $9.5M | $10.4M | 5.13% | -6,996 | 2026-03-31 |
| 5 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 252.8K | $8.6M | $9.5M | 4.67% | +4.3K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 22.7K | $5.8M | $7.0M | 3.45% | -2,982 | 2026-03-31 |
| 7 | VTV | VANGUARD VALUE ETF | 21.1K | $4.1M | $4.6M | 2.29% | -1,833 | 2026-03-31 |
| 8 | VB | VANGUARD SMALL-CAP ETF | 13.9K | $3.6M | $4.1M | 2.02% | -102 | 2026-03-31 |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 41.2K | $2.2M | $2.4M | 1.19% | +288 | 2026-03-31 |
| 10 | VBR | VANGUARD SMALL CAP VALUE ETF | 7.7K | $1.7M | $1.9M | 0.93% | -97 | 2026-03-31 |
| 11 | DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 39.1K | $1.6M | $1.8M | 0.91% | +9.9K | 2026-03-31 |
| 12 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 17.6K | $1.4M | $1.5M | 0.73% | +348 | 2026-03-31 |
| 13 | AVUS | AVANTIS U.S. EQUITY ETF | 7.3K | $812K | $932K | 0.46% | -- | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 1.6K | $748K | $748K | 0.37% | -- | 2026-03-31 |
| 15 | SPY | STATE STREET SPDR S&P 500 ETF | 1.0K | $681K | $782K | 0.38% | +51 | 2026-03-31 |
| 16 | IVV | ISHARES CORE S&P 500 ETF | 991 | $647K | $743K | 0.37% | -- | 2026-03-31 |
| 17 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | 9.6K | $560K | $556K | 0.27% | -69 | 2026-03-31 |
| 18 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 8.3K | $519K | $588K | 0.29% | -- | 2026-03-31 |
| 19 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 9.1K | $442K | $507K | 0.25% | -382 | 2026-03-31 |
| 20 | DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 9.6K | $407K | $441K | 0.22% | +3.0K | 2026-03-31 |
| 21 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 5.2K | $400K | $439K | 0.22% | -113 | 2026-03-31 |
| 22 | MGC | VANGUARD MEGA CAP ETF | 1.7K | $393K | $454K | 0.22% | -- | 2026-03-31 |
| 23 | BSV | VANGUARD SHORT-TERM BOND ETF | 4.8K | $379K | $375K | 0.18% | +921 | 2026-03-31 |
| 24 | MGK | VANGUARD MEGA CAP GROWTH ETF | 1.0K | $375K | $441K | 0.22% | -- | 2026-03-31 |
| 25 | ESG | FLEXSHARES STOXX US ESG SELECT INDEX FUND | 2.4K | $360K | $418K | 0.21% | -- | 2026-03-31 |
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