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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased 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
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 3 - $261.87 $15,229,000 58,597 11.29% -331,000 -6,994 0.006    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 4 - $49.56 $9,749,000 194,310 7.22% 177,000 -5,525 0.009    Closed - End Fund - F...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 6 - $160.85 $2,893,000 17,765 2.14% -20,000 -1,717 0.003    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 7 - $222.59 $2,708,000 11,846 2.01% -103,000 -1,332 0.006    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 10 - $187.02 $1,340,000 6,983 0.99% 59,000 -135 0.006    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 12 - $189.98 $1,055,000 6,150 0.78% -142,000 -66 0    Personal Computers
   (MSFT)1 Year Chart         MSFT Microsoft Corp 15 - $430.16 $778,000 1,849 0.58% 1,000 -216 0    Application Software
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 16 - $0.00 $697,000 7,786 0.52% 40,000 -274 0.009    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 24 - $39.88 $400,000 9,786 0.3% 33,000 -69 0.001    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 32 - $176.33 $315,000 2,069 0.23% -61,000 -602 0    Search Engines & Info...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 34 - $532.15 $307,000 584 0.23% 17,000 -22 0    Closed - End Fund - E...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 43 - $146.97 $231,000 1,462 0.17% -30,000 -200 0    Drug Manufacturers - ...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 44 - $248.90 $215,000 859 0.16% 7,000 -32 0    Business Software & S...
   (GL)1 Year Chart         GL Globe Life Inc 47 - $81.74 $204,000 1,752 0.15% -223,000 -1,753 0.002    Life & Health Insurance
      14 Records Found
  1    
Page 1 of 1
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