13F HOLDINGS REPORT
Monument Group Wealth Advisors, LLC
Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0001965665-26-000001
Total Value
$183.5M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 25434V708 | 1,968,050 | $77.9M | 42.47% |
| 2 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 25434V203 | 799,679 | $30.5M | 16.61% |
| 3 | VANGUARD TOTAL STK MKT | 922908769 | 63,317 | $21.2M | 11.57% |
| 4 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 154,680 | $9.7M | 5.27% |
| 5 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 25434V302 | 248,537 | $8.1M | 4.41% |
| 6 | APPLE INC | AAPL | 25,699 | $7.0M | 3.81% |
| 7 | VANGUARD VALUE ETF | 922908744 | 22,951 | $4.4M | 2.39% |
| 8 | VANGUARD SMALL-CAP ETF | 922908751 | 13,980 | $3.6M | 1.97% |
| 9 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 40,922 | $2.2M | 1.20% |
| 10 | VANGUARD SMALL CAP VALUE ETF | 922908611 | 7,805 | $1.7M | 0.90% |
| 11 | ISHARES MSCI EAFE SMALL CAP ETF | 464288273 | 17,246 | $1.3M | 0.73% |
| 12 | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 25434V716 | 29,187 | $1.3M | 0.69% |
| 13 | AVANTIS U.S. EQUITY ETF | 025072885 | 7,305 | $816,552 | 0.45% |
| 14 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 1,563 | $785,641 | 0.43% |
| 15 | SPDR S&P 500 ETF TRUST | SPY | 996 | $679,409 | 0.37% |
| 16 | ISHARES CORE S&P 500 ETF | 464287200 | 991 | $678,865 | 0.37% |
| 17 | VANGUARD GROWTH ETF | 922908736 | 1,273 | $621,045 | 0.34% |
| 18 | MICROSOFT | MSFT | 1,185 | $573,113 | 0.31% |
| 19 | VANGUARD SHORT-TERM TREASURY ETF | 92206C102 | 9,643 | $566,333 | 0.31% |
| 20 | NVIDIA CORPORATION COM | NVDA | 2,830 | $527,795 | 0.29% |
| 21 | DIMENSIONAL U.S. TARGETED VALUE ETF | 25434V609 | 8,311 | $494,844 | 0.27% |
| 22 | DIMENSIONAL US MARKETWIDE VALUE ETF | 25434V724 | 9,505 | $442,849 | 0.24% |
| 23 | VANGUARD MEGA CAP GROWTH ETF | 921910816 | 1,022 | $421,938 | 0.23% |
| 24 | STRYKER CORP | SYK | 1,200 | $421,764 | 0.23% |
| 25 | VANGUARD MEGA CAP ETF | 921910873 | 1,666 | $418,519 | 0.23% |
| 26 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 921909768 | 5,312 | $400,795 | 0.22% |
| 27 | ISHARES CORE MSCI EAFE ETF | 46432F842 | 4,464 | $399,349 | 0.22% |
| 28 | ALPHABET INC CAP STK CL C | GOOG | 1,245 | $390,681 | 0.21% |
| 29 | FLEXSHARES STOXX US ESG SELECT INDEX FUND | FLEX | 2,378 | $376,314 | 0.21% |
| 30 | NUVEEN ESG LARGE-CAP GROWTH ETF | NU | 3,673 | $359,219 | 0.20% |
| 31 | WILLIS TOWERS WATSON PLC LTD SHS | WTW | 1,034 | $339,849 | 0.19% |
| 32 | RTX CORPORATION COM | RTX | 1,827 | $335,081 | 0.18% |
| 33 | VANGUARD SHORT-TERM BOND ETF | 921937827 | 3,923 | $309,202 | 0.17% |
| 34 | INVESCO S&P 500 EQUAL WEIGHT ETF | IVZ | 1,517 | $290,761 | 0.16% |
| 35 | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 25434V690 | 6,634 | $284,233 | 0.15% |
| 36 | DIMENSIONAL US VECTOR EQUITY ETF | 25434V559 | 4,521 | $270,265 | 0.15% |
| 37 | MERCK & CO INC | MRK | 2,530 | $266,307 | 0.15% |
| 38 | VANGUARD MID-CAP ETF | 922908629 | 900 | $261,331 | 0.14% |
| 39 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 921946406 | 1,750 | $251,160 | 0.14% |
| 40 | JPMORGAN CHASE & CO. COM | VYLD | 779 | $251,009 | 0.14% |
| 41 | SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | 78463X194 | 5,840 | $250,470 | 0.14% |
| 42 | ISHARES RUSSELL 1000 VALUE ETF | 464287598 | 1,175 | $247,149 | 0.13% |
| 43 | COCA COLA CO COM | KO | 3,411 | $238,500 | 0.13% |
| 44 | MCDONALDS CORP COM | MCD | 770 | $235,335 | 0.13% |
| 45 | VANGUARD MID-CAP GROWTH ETF | 922908538 | 802 | $224,093 | 0.12% |
| 46 | JOHNSON & JOHNSON COM | JNJ | 1,061 | $219,668 | 0.12% |
| 47 | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | 462 | $219,087 | 0.12% |
| 48 | META PLATFORMS INC CL A | META | 311 | $205,287 | 0.11% |
| 49 | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | 78468R747 | 1,550 | $204,712 | 0.11% |
| 50 | GOOGLE INC | GOOG | 642 | $200,946 | 0.11% |
| 51 | BLACKSTONE REIT INC COM CL I | BX | 11,623 | $162,895 | 0.09% |