Monument Group Wealth Advisors, LLC
CIK 1965665 · Holdings on Jun 30, 2026 · First reported Jul 27, 2026
Top ten holdings
Q2 2026- DFAC45.97%
- DFAI17.05%
- VTI10.35%
- VEA5.03%
- DFAE4.78%
- AAPL3.04%
- VTV2.05%
- VB1.88%
- VWO1.11%
- VBR0.88%
Share classes counted separately92.14%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight increased · +2.27 pp43.70% → 45.97%Shares +132.76K (+6.55%)
- VTIWeight decreased · -0.77 pp11.12% → 10.35%Shares -4.20K (-6.72%)
- DFAIWeight decreased · -0.51 pp17.56% → 17.05%Shares +48.85K (+6.02%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2ETF View history and evidence | $95.78M | 45.97% | 2.16M shares | 43.70% → 45.97%+2.27 pp +132.76K (+6.55%) | Added | ▾ |
| 02 | DFAIDIMENSIONAL INTERNATIONAL COETF View history and evidence | $35.52M | 17.05% | 860.98K shares | 17.56% → 17.05%-0.51 pp +48.85K (+6.02%) | Added | ▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USETF View history and evidence | $21.56M | 10.35% | 58.27K shares | 11.12% → 10.35%-0.77 pp -4.20K (-6.72%) | Reduced | ▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $10.48M | 5.03% | 260.57K shares | 5.25% → 5.03%-0.22 pp +112.89K (+76.44%) | Added | ▾ |
| 05 | DFAEDIMENSIONAL EMERGING CORE EQETF View history and evidence | $9.96M | 4.78% | 139.82K shares | 4.75% → 4.78%+0.03 pp -113.01K (-44.70%) | Reduced | ▾ |
| 06 | AAPLAPPLE INCStock View history and evidence | $6.34M | 3.04% | 21.92K shares | 3.20% → 3.04%-0.16 pp -799 (-3.52%) | Reduced | ▾ |
| 07 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $4.26M | 2.05% | 19.56K shares | 2.30% → 2.05%-0.25 pp -1.55K (-7.36%) | Reduced | ▾ |
| 08 | VBVANGUARD MOST SM-CAP ETF-USDETF View history and evidence | $3.91M | 1.88% | 12.89K shares | 2.02% → 1.88%-0.14 pp -987 (-7.11%) | Reduced | ▾ |
| 09 | VWOVANGUARD FTSE EMERGING MARKEETF View history and evidence | $2.32M | 1.11% | 38.81K shares | 1.24% → 1.11%-0.13 pp -2.40K (-5.83%) | Reduced | ▾ |
| 10 | VBRVNGRD MRNGST SL-CP VAL ETF-UETF View history and evidence | $1.83M | 0.88% | 39.20K shares | 0.93% → 0.88%-0.05 pp +31.49K (+408.51%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1965665 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 208327745
}Research all 44 reported holdings.
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