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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001965665

Monument Group Wealth Advisors, LLC

CONCORD, MA · File #028-23573

Latest AUM
$183.5M
Positions
51
Top-10 Concentration
90.7%
Filings
8

Sector Allocation

Technology
4.6%$8.5M
Financials
0.6%$1.2M
Healthcare
0.5%$907,739
Industrials
0.2%$335,081
Consumer Staples
0.1%$238,500

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7081,968,050$77.9M42.51%
2DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V203799,679$30.5M16.63%
3VANGUARD TOTAL STK MKT92290876963,317$21.2M11.58%
4VANGUARD FTSE DEVELOPED MARKETS ETF921943858154,680$9.7M5.27%
5DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302248,537$8.1M4.42%
6APPLE INCAAPL25,699$7.0M3.81%
7VANGUARD VALUE ETF92290874422,951$4.4M2.39%
8VANGUARD SMALL-CAP ETF92290875113,980$3.6M1.97%
9VANGUARD FTSE EMERGING MARKETS ETF92204285840,922$2.2M1.20%
10VANGUARD SMALL CAP VALUE ETF9229086117,805$1.7M0.90%
11ISHARES MSCI EAFE SMALL CAP ETF46428827317,246$1.3M0.73%
12DIMENSIONAL US SUSTAINABILITY CORE 1 ETF25434V71629,187$1.3M0.69%
13AVANTIS U.S. EQUITY ETF0250728857,305$816,5520.45%
14BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,563$785,6410.43%
15SPDR S&P 500 ETF TRUSTSPY996$679,4090.37%
16ISHARES CORE S&P 500 ETF464287200991$678,8650.37%
17VANGUARD GROWTH ETF9229087361,273$621,0450.34%
18MICROSOFTMSFT1,185$573,1130.31%
19VANGUARD SHORT-TERM TREASURY ETF92206C1029,643$566,3330.31%
20NVIDIA CORPORATION COMNVDA2,830$527,7950.29%