Monument Group Wealth Advisors, LLC - Portfolio overview

Monument Group Wealth Advisors, LLC has 51 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL U.S. CORE EQUITY 2 ETF, 43.16%
2. DFAI - DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF, 17.34%
3. VTI - VANGUARD TOTAL STK MKT, 10.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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