Monument Group Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | $77.92M | 42.5% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $30.48M | 16.6% |
| VANGUARD TOTAL STK MKT | $21.23M | 11.6% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $9.66M | 5.3% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $8.09M | 4.4% |
| Apple Inc. | $6.99M | 3.8% |
| VANGUARD VALUE ETF | $4.38M | 2.4% |
| VANGUARD SMALL-CAP ETF | $3.61M | 2.0% |
| VANGUARD FTSE EMERGING MARKETS ETF | $2.20M | 1.2% |
| VANGUARD SMALL CAP VALUE ETF | $1.65M | 0.9% |
| ISHARES MSCI EAFE SMALL CAP ETF | $1.34M | 0.7% |
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $1.27M | 0.7% |
| AVANTIS U.S. EQUITY ETF | $816.6K | 0.4% |
| Warren E. Buffett | $785.6K | 0.4% |
| SPDR S&P 500 ETF TRUST | $679.4K | 0.4% |
| ISHARES CORE S&P 500 ETF | $678.9K | 0.4% |
| VANGUARD GROWTH ETF | $621.0K | 0.3% |
| MICROSOFT CORP | $573.1K | 0.3% |
| VANGUARD SHORT-TERM TREASURY ETF | $566.3K | 0.3% |
| NVIDIA Corp | $527.8K | 0.3% |
| DIMENSIONAL U.S. TARGETED VALUE ETF | $494.8K | 0.3% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | $442.8K | 0.2% |
| VANGUARD MEGA CAP GROWTH ETF | $421.9K | 0.2% |
| STRYKER CORP | $421.8K | 0.2% |
| VANGUARD MEGA CAP ETF | $418.5K | 0.2% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | $400.8K | 0.2% |
| ISHARES CORE MSCI EAFE ETF | $399.3K | 0.2% |
| Alphabet Inc. | $390.7K | 0.2% |
| FLEXSHARES STOXX US ESG SELECT INDEX FUND | $376.3K | 0.2% |
| NUVEEN ESG LARGE-CAP GROWTH ETF | $359.2K | 0.2% |
| Willis Towers Watson PLC | $339.8K | 0.2% |
| RTX Corp | $335.1K | 0.2% |
| VANGUARD SHORT-TERM BOND ETF | $309.2K | 0.2% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | $290.8K | 0.2% |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $284.2K | 0.2% |
| DIMENSIONAL US VECTOR EQUITY ETF | $270.3K | 0.1% |
| Merck & Co., Inc. | $266.3K | 0.1% |
| VANGUARD MID-CAP ETF | $261.3K | 0.1% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $251.2K | 0.1% |
| JPMORGAN CHASE & CO | $251.0K | 0.1% |
| SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | $250.5K | 0.1% |
| ISHARES RUSSELL 1000 VALUE ETF | $247.1K | 0.1% |
| COCA COLA CO | $238.5K | 0.1% |
| MCDONALD'S CORP | $235.3K | 0.1% |
| VANGUARD MID-CAP GROWTH ETF | $224.1K | 0.1% |
| JOHNSON & JOHNSON | $219.7K | 0.1% |
| ISHARES RUSSELL 1000 GROWTH ETF | $219.1K | 0.1% |
| Meta Platforms Inc | $205.3K | 0.1% |
| STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $204.7K | 0.1% |
| Alphabet Inc. | $200.9K | 0.1% |