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  Name: MONOGRAPH WEALTH ADVISORS LLC
  City: EL SEGUNDO
  State: CA
  Zip: 90245
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $681,188,000
  Total Value Change : $123,952,000
  Securities Held Change : 44
   
All Securities Held : 154
  New Positions : 49
  Closed Positions : 9
  Increased Positions : 46
  Unchanged Positions : 29
  Decreased Positions : 30

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Closed 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
   (EUFN)1 Year Chart         EUFN Ishares Msci Europe Financi... 159 Closed $24.01 $0 0 0% -507,000 -24,176 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 158 Closed $59.52 $0 0 0% -297,000 -1,070 0    Closed - End Fund - E...
   (COST)1 Year Chart         COST Costco Wholesale Corp 157 Closed $809.73 $0 0 0% -278,000 -411 0    Discount, Variety Stores
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 163 Closed $0.00 $0 0 0% -212,000 -2,723 0    N/A
   (MA)1 Year Chart         MA MasterCard Inc A 156 Closed $451.18 $0 0 0% -237,000 -555 0    Business Services
   (ADVR)1 Year Chart         ADVR Advanced Viral Research Corp 162 Closed $0.00 $0 0 0% 0 -10,000 0    Drug Manufacturers - ...
   (ACDSF)1 Year Chart         ACDSF Ascendas Real Estate Invest... 155 Closed $1.93 $0 0 0% -28,000 -12,000 0    N/A
   (ULE)1 Year Chart         ULE Proshares Trust II 161 Closed $11.48 $0 0 0% -179,000 -15,105 0    Closed - End Fund - Debt
   (MIGI)1 Year Chart         MIGI Mawson Infrastructure Group... 160 Closed $0.00 $0 0 0% -277,000 -86,650 0    N/A

      9 Records Found
  1    
Page 1 of 1
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