13F HOLDINGS REPORT
Monument Group Wealth Advisors, LLC
Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001965665-25-000004
Total Value
$158.8M
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 25434V708 | 1,975,570 | $70.8M | 44.58% |
| 2 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 25434V203 | 746,904 | $25.8M | 16.26% |
| 3 | VANGUARD TOTAL STK MKT | 922908769 | 57,406 | $17.4M | 10.99% |
| 4 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 157,921 | $9.0M | 5.67% |
| 5 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 25434V302 | 235,229 | $6.8M | 4.29% |
| 6 | VANGUARD VALUE ETF | 922908744 | 19,181 | $3.4M | 2.13% |
| 7 | VANGUARD SMALL-CAP ETF | 922908751 | 12,847 | $3.0M | 1.92% |
| 8 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 41,780 | $2.1M | 1.30% |
| 9 | VANGUARD SMALL CAP VALUE ETF | 922908611 | 6,854 | $1.3M | 0.84% |
| 10 | ISHARES MSCI EAFE SMALL CAP ETF | 464288273 | 18,226 | $1.3M | 0.83% |
| 11 | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 25434V716 | 29,545 | $1.2M | 0.73% |
| 12 | APPLE INC | AAPL | 5,646 | $1.2M | 0.73% |
| 13 | COCA COLA CO COM | KO | 11,530 | $815,785 | 0.51% |
| 14 | AVANTIS U.S. EQUITY ETF | 025072885 | 7,786 | $784,984 | 0.49% |
| 15 | MICROSOFT | MSFT | 1,345 | $669,040 | 0.42% |
| 16 | STRYKER CORP | SYK | 1,598 | $632,216 | 0.40% |
| 17 | ISHARES CORE S&P 500 ETF | 464287200 | 987 | $612,909 | 0.39% |
| 18 | VANGUARD SHORT-TERM TREASURY ETF | 92206C102 | 9,698 | $570,048 | 0.36% |
| 19 | EXXON MOBIL CORP COM | XOM | 5,273 | $568,429 | 0.36% |
| 20 | INTL BUSINESS MACHINES | INTR | 1,676 | $494,051 | 0.31% |
| 21 | JPMORGAN CHASE & CO. COM | VYLD | 1,644 | $476,612 | 0.30% |
| 22 | DIMENSIONAL U.S. TARGETED VALUE ETF | 25434V609 | 8,730 | $471,110 | 0.30% |
| 23 | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 336917109 | 10,350 | $433,354 | 0.27% |
| 24 | DIMENSIONAL US MARKETWIDE VALUE ETF | 25434V724 | 9,646 | $407,855 | 0.26% |
| 25 | WISDOMTREE U.S. HIGH DIVIDEND FUND | WT | 4,119 | $395,341 | 0.25% |
| 26 | VANGUARD GROWTH ETF | 922908736 | 882 | $386,688 | 0.24% |
| 27 | SPDR S&P 500 ETF TRUST | SPY | 606 | $374,417 | 0.24% |
| 28 | VANGUARD MEGA CAP GROWTH ETF | 921910816 | 1,019 | $373,244 | 0.24% |
| 29 | VANGUARD MEGA CAP ETF | 921910873 | 1,654 | $372,095 | 0.23% |
| 30 | META PLATFORMS INC CL A | META | 496 | $366,092 | 0.23% |
| 31 | NVIDIA CORPORATION COM | NVDA | 2,306 | $364,324 | 0.23% |
| 32 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 921909768 | 5,216 | $360,426 | 0.23% |
| 33 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 738 | $358,498 | 0.23% |
| 34 | ALPHABET INC CAP STK CL C | GOOG | 1,985 | $352,119 | 0.22% |
| 35 | FLEXSHARES STOXX US ESG SELECT INDEX FUND | FLEX | 2,378 | $349,153 | 0.22% |
| 36 | NUVEEN ESG LARGE-CAP GROWTH ETF | NU | 3,673 | $345,078 | 0.22% |
| 37 | WILLIS TOWERS WATSON PLC LTD SHS | WTW | 1,034 | $316,992 | 0.20% |
| 38 | VANGUARD SHORT-TERM BOND ETF | 921937827 | 3,767 | $296,493 | 0.19% |
| 39 | MCDONALDS CORP COM | MCD | 1,008 | $294,507 | 0.19% |
| 40 | INVESCO S&P 500 EQUAL WEIGHT ETF | IVZ | 1,517 | $275,855 | 0.17% |
| 41 | JOHNSON & JOHNSON COM | JNJ | 1,762 | $269,145 | 0.17% |
| 42 | PUBLIC SVC ENTERPRISE GRP INC COM | 744573106 | 3,164 | $266,345 | 0.17% |
| 43 | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 25434V690 | 6,634 | $261,445 | 0.16% |
| 44 | RTX CORPORATION COM | RTX | 1,782 | $260,207 | 0.16% |
| 45 | AUTOMATIC DATA PROCESSING INC COM | ADP | 829 | $255,663 | 0.16% |
| 46 | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | 570 | $242,390 | 0.15% |
| 47 | VANGUARD MID-CAP ETF | 922908629 | 853 | $238,770 | 0.15% |
| 48 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 921946406 | 1,750 | $233,292 | 0.15% |
| 49 | SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | 78463X194 | 5,840 | $230,680 | 0.15% |
| 50 | ISHARES RUSSELL 1000 VALUE ETF | 464287598 | 1,175 | $228,220 | 0.14% |
| 51 | MERCK & CO INC | MRK | 2,857 | $226,160 | 0.14% |
| 52 | GLOBE LIFE INC COM | GL-PD | 1,752 | $217,756 | 0.14% |