13F HOLDINGS REPORT
Monument Group Wealth Advisors, LLC
Quarter ended Q3 2025 · Filed October 24, 2025 · Accession 0001965665-25-000005
Total Value
$169.8M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 25434V708 | 1,942,510 | $74.9M | 44.11% |
| 2 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 25434V203 | 775,776 | $28.2M | 16.60% |
| 3 | VANGUARD TOTAL STK MKT | 922908769 | 64,164 | $21.1M | 12.40% |
| 4 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 165,620 | $9.9M | 5.84% |
| 5 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 25434V302 | 242,520 | $7.6M | 4.50% |
| 6 | VANGUARD VALUE ETF | 922908744 | 21,815 | $4.1M | 2.40% |
| 7 | VANGUARD SMALL-CAP ETF | 922908751 | 14,663 | $3.7M | 2.20% |
| 8 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 44,600 | $2.4M | 1.42% |
| 9 | VANGUARD SMALL CAP VALUE ETF | 922908611 | 8,227 | $1.7M | 1.01% |
| 10 | ISHARES MSCI EAFE SMALL CAP ETF | 464288273 | 19,495 | $1.5M | 0.88% |
| 11 | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 25434V716 | 29,150 | $1.2M | 0.73% |
| 12 | APPLE INC | AAPL | 3,527 | $898,080 | 0.53% |
| 13 | AVANTIS U.S. EQUITY ETF | 025072885 | 7,786 | $846,338 | 0.50% |
| 14 | ISHARES CORE S&P 500 ETF | 464287200 | 987 | $660,686 | 0.39% |
| 15 | VANGUARD SHORT-TERM TREASURY ETF | 92206C102 | 9,643 | $567,490 | 0.33% |
| 16 | MICROSOFT | MSFT | 1,046 | $541,801 | 0.32% |
| 17 | DIMENSIONAL U.S. TARGETED VALUE ETF | 25434V609 | 8,467 | $492,919 | 0.29% |
| 18 | STRYKER CORP | SYK | 1,200 | $443,604 | 0.26% |
| 19 | DIMENSIONAL US MARKETWIDE VALUE ETF | 25434V724 | 9,647 | $431,127 | 0.25% |
| 20 | VANGUARD GROWTH ETF | 922908736 | 882 | $423,202 | 0.25% |
| 21 | VANGUARD MEGA CAP GROWTH ETF | 921910816 | 1,020 | $410,628 | 0.24% |
| 22 | VANGUARD MEGA CAP ETF | 921910873 | 1,658 | $404,802 | 0.24% |
| 23 | SPDR S&P 500 ETF TRUST | SPY | 606 | $403,705 | 0.24% |
| 24 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 921909768 | 5,312 | $390,276 | 0.23% |
| 25 | ALPHABET INC CAP STK CL C | GOOG | 1,535 | $373,849 | 0.22% |
| 26 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 738 | $371,022 | 0.22% |
| 27 | NVIDIA CORPORATION COM | NVDA | 1,980 | $369,428 | 0.22% |
| 28 | FLEXSHARES STOXX US ESG SELECT INDEX FUND | FLEX | 2,378 | $366,738 | 0.22% |
| 29 | NUVEEN ESG LARGE-CAP GROWTH ETF | NU | 3,673 | $365,279 | 0.22% |
| 30 | WILLIS TOWERS WATSON PLC LTD SHS | WTW | 1,034 | $357,276 | 0.21% |
| 31 | VANGUARD SHORT-TERM BOND ETF | 921937827 | 3,923 | $309,594 | 0.18% |
| 32 | RTX CORPORATION COM | RTX | 1,782 | $298,182 | 0.18% |
| 33 | INVESCO S&P 500 EQUAL WEIGHT ETF | IVZ | 1,517 | $287,938 | 0.17% |
| 34 | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 25434V690 | 6,634 | $271,662 | 0.16% |
| 35 | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | 570 | $267,412 | 0.16% |
| 36 | META PLATFORMS INC CL A | META | 361 | $265,111 | 0.16% |
| 37 | DIMENSIONAL US VECTOR EQUITY ETF | 25434V559 | 4,521 | $264,207 | 0.16% |
| 38 | VANGUARD MID-CAP ETF | 922908629 | 854 | $250,955 | 0.15% |
| 39 | SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | 78463X194 | 5,840 | $247,580 | 0.15% |
| 40 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 921946406 | 1,750 | $246,662 | 0.15% |
| 41 | JPMORGAN CHASE & CO. COM | VYLD | 779 | $245,719 | 0.14% |
| 42 | ISHARES RUSSELL 1000 VALUE ETF | 464287598 | 1,175 | $239,218 | 0.14% |
| 43 | AUTOMATIC DATA PROCESSING INC COM | ADP | 804 | $235,974 | 0.14% |
| 44 | JOHNSON & JOHNSON COM | JNJ | 1,263 | $234,185 | 0.14% |
| 45 | MCDONALDS CORP COM | MCD | 770 | $233,995 | 0.14% |
| 46 | MERCK & CO INC | MRK | 2,530 | $212,342 | 0.13% |
| 47 | VANGUARD MID-CAP GROWTH ETF | 922908538 | 690 | $202,884 | 0.12% |