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| Name: |
Monument Group Wealth Advisors LLC |
| City: |
Concord |
| State: |
MA |
| Zip: |
01742 |
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data |
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Filing Period: |
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| Holdings
Found :
13 |
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Unchanged Positions |
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Menu
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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 |
|
KO |
Coca-Cola Co |
17 |
- |
$62.00 |
$661,000 |
10,811 |
0.49% |
24,000 |
0 |
0 |
Beverage Soft Drinks... |
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VGSH |
Vanguard Scottsdale Funds |
18 |
- |
$57.78 |
$609,000 |
10,490 |
0.45% |
-3,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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XOM |
Exxon Mobil Corp |
19 |
- |
$113.42 |
$577,000 |
4,964 |
0.43% |
81,000 |
0 |
0 |
Integrated Oil & Gas |
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TMO |
Thermo Fisher Scientific |
22 |
- |
$584.05 |
$465,000 |
800 |
0.34% |
40,000 |
0 |
0 |
Medical Laboratories ... |
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FDL |
First Trust Morningstar Div... |
25 |
- |
$38.14 |
$398,000 |
10,350 |
0.29% |
27,000 |
0 |
0.012 |
Closed - End Fund - Debt |
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DHS |
WisdomTree Trust High-Yield... |
26 |
- |
$82.50 |
$357,000 |
4,119 |
0.26% |
19,000 |
0 |
0.037 |
Closed - End Fund - E... |
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VNQ |
Vanguard REIT Index VIPERs |
27 |
- |
$81.86 |
$353,000 |
4,083 |
0.26% |
-8,000 |
0 |
0.001 |
Closed - End Fund - E... |
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JPM |
JP Morgan Chase & Co |
28 |
- |
$200.71 |
$349,000 |
1,743 |
0.26% |
53,000 |
0 |
0 |
Domestic Money Center... |
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SPY |
Standard & Poors Depository... |
31 |
- |
$529.44 |
$317,000 |
606 |
0.23% |
29,000 |
0 |
0 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
33 |
- |
$355.46 |
$309,000 |
897 |
0.23% |
30,000 |
0 |
0 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
35 |
- |
$407.41 |
$307,000 |
731 |
0.23% |
46,000 |
0 |
0 |
Property & Casualty I... |
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ESG |
Flexshares Stoxx Us Esg Imp... |
37 |
- |
$0.00 |
$301,000 |
2,378 |
0.22% |
25,000 |
0 |
0.136 |
N/A |
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NULG |
Nushares Esg Large Cap Grow... |
39 |
- |
$0.00 |
$280,000 |
3,673 |
0.21% |
25,000 |
0 |
0.003 |
N/A |
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