Monument-Group-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MCD",
  null,
  null,
  "META",
  null,
  null,
  "MSFT",
  "IWD",
  "IWF",
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  "MRK",
  "RTX",
  "IBM",
  "SYK",
  "VO",
  "VWO",
  null,
  null,
  "GL",
  "VYM",
  "MGC",
  "PEG",
  null,
  null,
  "VUG",
  "VEA",
  "MGK",
  "VXUS",
  "VBR",
  "BSV",
  "VB",
  "VTV",
  "WTW",
  null,
  "ADP",
  "BRK-B",
  "KO",
  null,
  null,
  "DFAC",
  "RSP",
  "GOOG",
  "XOM",
  "JNJ",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 51
Total Value: 144260561
Accession Number: 0001965665-25-000002
Form Type: 13F-HR
CIK: monument-group-wealth-advisors
Manager Name: Monument-Group-Wealth-Advisors

Data Enrichment

75% identified

38 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $144.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V708

DFAC|25434V708

Shares:2.0M

Value:$64.7M

% of Portfolio:44.9% ($64.7M/$144.3M)

25434V203

Shares:717.0K

Value:$22.4M

% of Portfolio:15.5% ($22.4M/$144.3M)

922908769

VTI|922908769

Shares:54.9K

Value:$15.1M

% of Portfolio:10.5% ($15.1M/$144.3M)

921943858

VEA|921943858

Shares:178.2K

Value:$9.1M

% of Portfolio:6.3% ($9.1M/$144.3M)

25434V302

Shares:229.6K

Value:$5.9M

% of Portfolio:4.1% ($5.9M/$144.3M)

922908744

VTV|922908744

Shares:18.0K

Value:$3.1M

% of Portfolio:2.2% ($3.1M/$144.3M)

922908751

VB|922908751

Shares:12.4K

Value:$2.7M

% of Portfolio:1.9% ($2.7M/$144.3M)

922042858

VWO|922042858

Shares:44.2K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$144.3M)

464288273

Shares:19.2K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$144.3M)

Apple Inc.

AAPL|037833100

Shares:5.0K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$144.3M)

922908611

VBR|922908611

Shares:5.8K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$144.3M)

25434V716

Shares:29.1K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$144.3M)

921937827

BSV|921937827

Shares:11.7K

Value:$912.5K

% of Portfolio:0.6% ($912.5K/$144.3M)

COCA COLA CO

KO|191216100

Shares:10.8K

Value:$774.3K

% of Portfolio:0.5% ($774.3K/$144.3M)

025072885

Shares:7.8K

Value:$719.3K

% of Portfolio:0.5% ($719.3K/$144.3M)

STRYKER CORP

SYK|863667101

Shares:1.6K

Value:$594.9K

% of Portfolio:0.4% ($594.9K/$144.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.0K

Value:$592.3K

% of Portfolio:0.4% ($592.3K/$144.3M)

92206C102

VGSH|92206C102

Shares:9.8K

Value:$572.9K

% of Portfolio:0.4% ($572.9K/$144.3M)

464287200

IVV|464287200

Shares:985

Value:$553.6K

% of Portfolio:0.4% ($553.6K/$144.3M)

922908736

VUG|922908736

Shares:1.4K

Value:$528.4K

% of Portfolio:0.4% ($528.4K/$144.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	2.0M	QoQ +5.16% (+96.5K) YoY +15.94% (+269.9K)	All Managers (Combined)	$64.7M	44.9% ($64.7M/$144.3M)	QoQ +0.30% (+$196.4K) YoY +19.71% (+$10.7M)
(cusip25434V203)✕	717.0K	QoQ -0.14% (-1.1K) YoY -0.06% (-432)	All Managers (Combined)	$22.4M	15.5% ($22.4M/$144.3M)	QoQ +6.79% (-$1.4M) YoY +3.27% (-$711.2K)
(VTIcusip922908769)	54.9K	QoQ +1.72% (-934) YoY -6.23% (-3.7K)	All Managers (Combined)	$15.1M	10.5% ($15.1M/$144.3M)	QoQ -3.52% (-$551.8K) YoY -0.84% (-$127.9K)
(VEAcusip921943858)	178.2K	QoQ +0.45% (+804) YoY -8.31% (-16.1K)	All Managers (Combined)	$9.1M	6.3% ($9.1M/$144.3M)	QoQ +6.77% (+$574.7K) YoY -7.10% (-$692.5K)
(cusip25434V302)✕	229.6K	QoQ +2.09% (+4.7K) YoY -1.20% (-2.8K)	All Managers (Combined)	$5.9M	4.1% ($5.9M/$144.3M)	QoQ +4.18% (+$239.0K) YoY +3.46% (-$199.3K)
(VTVcusip922908744)	18.0K	QoQ +15.07% (+2.4K) YoY +1.28% (+228)	All Managers (Combined)	$3.1M	2.2% ($3.1M/$144.3M)	QoQ +17.41% (+$460.9K) YoY +7.43% (+$215.0K)
(VBcusip922908751)	12.4K	QoQ +8.26% (-944) YoY +4.37% (+518)	All Managers (Combined)	$2.7M	1.9% ($2.7M/$144.3M)	QoQ -0.08% (-$2.3K) YoY +1.24% (+$33.8K)
(VWOcusip922042858)	44.2K	QoQ +0.60% (+266) YoY -11.27% (-5.6K)	All Managers (Combined)	$2.0M	1.4% ($2.0M/$144.3M)	QoQ +3.39% (+$65.6K) YoY -3.85% (-$80.3K)
(cusip464288273)✕	19.2K	QoQ -0.11% (-23) YoY -7.57% (-1.6K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$144.3M)	QoQ +4.45% (-$52.1K) YoY -7.27% (-$95.9K)
Apple Inc.(AAPLcusip037833100)	5.0K	QoQ +20.63% (+851) YoY -19.10% (-1.2K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$144.3M)	QoQ +7.00% (+$72.4K) YoY +4.78% (-$50.5K)
(VBRcusip922908611)	5.8K	QoQ +1.76% (-101) YoY -16.56% (-1.2K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$144.3M)	QoQ -4.34% (-$49.3K) YoY -18.98% (-$254.4K)
(cusip25434V716)✕	29.1K	QoQ +0.72% (-210) YoY +7.43% (+2.0K)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$144.3M)	QoQ -4.82% (-$52.9K) YoY +11.80% (+$110.1K)
(BSVcusip921937827)	11.7K	QoQ +0.38% (+45) YoY +103.29% (+5.9K)	All Managers (Combined)	$912.5K	0.6% ($912.5K/$144.3M)	QoQ +1.69% (+$15.3K) YoY +107.55% (+$472.9K)
COCA COLA CO(KOcusip191216100)	10.8K	QoQ 0.00% (+0) YoY 0.00% (-1)	All Managers (Combined)	$774.3K	0.5% ($774.3K/$144.3M)	QoQ +15.03% (+$101.2K) YoY +17.06% (-$112.9K)
(cusip025072885)✕	7.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$719.3K	0.5% ($719.3K/$144.3M)	QoQ -4.69% (-$35.4K) YoY +3.21% (+$22.4K)
STRYKER CORP(SYKcusip863667101)	1.6K	QoQ +0.75% (+12) YoY +0.75% (+12)	All Managers (Combined)	$594.9K	0.4% ($594.9K/$144.3M)	QoQ +4.17% (+$23.8K) YoY +4.80% (+$27.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	5.0K	QoQ +1.40% (+69) YoY +0.32% (+16)	All Managers (Combined)	$592.3K	0.4% ($592.3K/$144.3M)	QoQ +12.11% (+$64.0K) YoY +2.64% (+$15.3K)
(VGSHcusip92206C102)	9.8K	QoQ -2.14% (-214) YoY -6.94% (-729)	All Managers (Combined)	$572.9K	0.4% ($572.9K/$144.3M)	QoQ -1.28% (-$7.5K) YoY -5.95% (-$36.3K)
(IVVcusip464287200)	985	QoQ +1.12% (-11) YoY +68.66% (+401)	All Managers (Combined)	$553.6K	0.4% ($553.6K/$144.3M)	QoQ -3.48% (-$20.0K) YoY +80.22% (+$246.4K)
(VUGcusip922908736)	1.4K	QoQ NEW(+1.4K) YoY +58.86% (+528)	All Managers (Combined)	$528.4K	0.4% ($528.4K/$144.3M)	QoQ NEW(+$528.4K) YoY +71.16% (+$219.7K)