Managers / Q4 2023 · view latest →
Monument Group Wealth Advisors, LLC
CIK 0001965665 · 801 MAIN STREET, CONCORD, MA, 01742 · 9784516466
Summary
Monument Group Wealth Advisors, LLC reported $117M in U.S.-listed holdings across 43 positions for Q4 2023.
The portfolio is heavily concentrated: DFAC alone accounts for 37.4% of reported value.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 94.7% · $111M
- Common Stock · 4.7% · $6M
- Other · 0.5% · $599,571
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| DFACDIMENSIONAL ETF TRUST | NEW | +1.50M | 1.50M | +$44M | $44M |
| DFAIDIMENSIONAL ETF TRUST | NEW | +638.7K | 638.7K | +$18M | $18M |
| VANGUARD INDEX FDS | NEW | +65.6K | 65.6K | +$16M | $16M |
| VANGUARD TAX-MANAGED FDS | NEW | +199.8K | 199.8K | +$10M | $10M |
| DIMENSIONAL ETF TRUST | NEW | +203.8K | 203.8K | +$5M | $5M |
| VTVVANGUARD INDEX FDS | NEW | +19.5K | 19.5K | +$3M | $3M |
| VANGUARD INDEX FDS | NEW | +13.2K | 13.2K | +$3M | $3M |
| DFARDIMENSIONAL ETF TRUST | NEW | +93.9K | 93.9K | +$2M | $2M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2023
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | US CORE EQUITY 2 · INTL CORE EQT MK · EMGR CRE EQT MNG · US REAL ESTATE E · US TARGETED VLU · US MKTWIDE VALUE · US SUSTAINABILTY | 60.00% | $70M | 2.47M |
| 2 | VTVVANGUARD INDEX FDS | TOTAL STK MKT · VALUE ETF · SMALL CP ETF · SM CP VAL ETF · REAL ESTATE ETF · GROWTH ETF | 19.79% | $23M | 110.3K |
| 3 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 8.16% | $10M | 199.8K |
| 4 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 1.72% | $2M | 48.9K |
| 5 | ISHARES TR | EAFE SML CP ETF · CORE S&P500 ETF | 1.29% | $2M | 20.5K |
| 6 | AAPLAPPLE INChistory → | COM | 1.02% | $1M | 6.2K |
| 7 | MSFTMICROSOFT CORP | COM | 0.66% | $776,523 | 2.1K |
| 8 | AMERICAN CENTY ETF TR | US EQT ETF | 0.56% | $657,293 | 8.1K |
| 9 | KOCOCA COLA CO | COM | 0.54% | $637,065 | 10.8K |
| 10 | VGSHVANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 0.52% | $611,882 | 10.5K |
| 11 | WILLIS TOWERS WATSON PLC LTD | SHS | 0.51% | $599,571 | 2.5K |
| 12 | VANGUARD WORLD FD | MEGA CAP INDEX · MEGA GRWTH IND | 0.46% | $539,998 | 2.6K |
| 13 | EXMOCEXXON MOBIL CORP | COM | 0.42% | $496,301 | 5.0K |
| 14 | GLGLOBE LIFE INC | COM | 0.36% | $426,629 | 3.5K |
| 15 | TMOTHERMO FISHER SCIENTIFIC INC | COM | 0.36% | $424,632 | 800 |
| 16 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 0.35% | $407,590 | 5.3K |
| 17 | GOOGALPHABET INC | CAP STK CL C | 0.32% | $376,432 | 2.7K |
| 18 | FIRST TR MORNINGSTAR DIVID L | SHS | 0.32% | $371,358 | 10.3K |
| 19 | WISDOMTREE TR | US HIGH DIVIDEND | 0.29% | $338,499 | 4.1K |
| 20 | JPMJPMORGAN CHASE & CO | COM | 0.25% | $296,484 | 1.7K |
| 21 | SPDR S&P 500 ETF TR | TR UNIT | 0.25% | $288,038 | 606 |
| 22 | FLEXSHARES TR | STOX US ESG SLCT | 0.24% | $275,912 | 2.4K |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | CL B NEW | 0.22% | $260,718 | 731 |
| 24 | JNJJOHNSON & JOHNSON | COM | 0.22% | $260,502 | 1.7K |
| 25 | NUSHARES ETF TR | NUVEEN ESG LRGCP | 0.22% | $255,163 | 3.7K |
| 26 | DBX ETF TR | XTRCKR MSCI US | 0.21% | $243,541 | 5.5K |
| 27 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 0.20% | $233,777 | 1.5K |
| 28 | VANGUARD STAR FDS | VG TL INTL STK F | 0.18% | $213,119 | 3.7K |
| 29 | ADPAUTOMATIC DATA PROCESSING IN | COM | 0.18% | $207,576 | 891 |
| 30 | DDOMINION ENERGY INC | COM | 0.17% | $204,638 | 4.4K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $180M | 43 | Apr 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $183M | 51 | Jan 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $170M | 47 | Oct 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $159M | 52 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $144M | 51 | Apr 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $141M | 49 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $166M | 50 | Oct 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $149M | 48 | Aug 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $135M | 47 | May 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $117M | 43 | Feb 1, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.