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  Name: Monument Group Wealth Advisors LLC
  City: Concord
  State: MA
  Zip: 01742
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $134,946,000
  Total Value Change : $17,677,000
  Securities Held Change : 4
   
All Securities Held : 47
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 14
  Unchanged Positions : 13
  Decreased Positions : 14

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 1 - $31.95 $54,083,000 1,692,729 40.08% 10,263,000 193,583 0.188    N/A
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 2 - $0.00 $21,682,000 717,462 16.07% 3,391,000 78,809 0.554    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 5 - $0.00 $5,745,000 232,391 4.26% 831,000 28,563 0.039    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 8 - $0.00 $2,674,000 119,534 1.98% 538,000 25,587 0.132    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 9 - $44.20 $2,080,000 49,803 1.54% 69,000 868 0    Closed - End Fund - E...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 11 - $64.06 $1,318,000 20,813 0.98% 90,000 967 0.013    Closed - End Fund - E...
   (WLTW)1 Year Chart         WLTW Willis Towers Watson Public... 13 - $253.20 $1,023,000 3,720 0.76% 423,000 1,234 0.003    Insurance Brokers
   (DFSU)1 Year Chart         DFSU Dimensional Us Sustainabili... 14 - $0.00 $933,000 27,100 0.69% 570,000 15,455 0.03    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 21 - $53.36 $521,000 9,581 0.39% 51,000 600 0.001    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 23 - $76.29 $440,000 5,734 0.33% 32,000 442 0.001    Closed - End Fund - E...
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 36 - $185.36 $306,000 1,640 0.23% 29,000 6 0.007    Closed - End Fund - E...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 41 - $165.94 $252,000 1,488 0.19% 18,000 7 0    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 42 - $61.64 $245,000 4,055 0.18% 32,000 378 0.001    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
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