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:

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25434V609

Shares:8.7K

Value:$449.6K

% of Portfolio:0.3% ($449.6K/$144.3M)

336917109

Shares:10.3K

Value:$449.6K

% of Portfolio:0.3% ($449.6K/$144.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.8K

Value:$437.4K

% of Portfolio:0.3% ($437.4K/$144.3M)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:1.2K

Value:$411.7K

% of Portfolio:0.3% ($411.7K/$144.3M)

97717W208

Shares:4.1K

Value:$408.4K

% of Portfolio:0.3% ($408.4K/$144.3M)

25434V724

Shares:9.6K

Value:$397.5K

% of Portfolio:0.3% ($397.5K/$144.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:731

Value:$389.3K

% of Portfolio:0.3% ($389.3K/$144.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$367.9K

% of Portfolio:0.3% ($367.9K/$144.3M)

MICROSOFT CORP

MSFT|594918104

Shares:921

Value:$345.7K

% of Portfolio:0.2% ($345.7K/$144.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:606

Value:$339.0K

% of Portfolio:0.2% ($339.0K/$144.3M)

921910873

MGC|921910873

Shares:1.7K

Value:$333.2K

% of Portfolio:0.2% ($333.2K/$144.3M)

921909768

VXUS|921909768

Shares:5.2K

Value:$324.0K

% of Portfolio:0.2% ($324.0K/$144.3M)

33939L696

Shares:2.4K

Value:$319.5K

% of Portfolio:0.2% ($319.5K/$144.3M)

921910816

MGK|921910816

Shares:1.0K

Value:$314.8K

% of Portfolio:0.2% ($314.8K/$144.3M)

922908629

VO|922908629

Shares:1.2K

Value:$308.3K

% of Portfolio:0.2% ($308.3K/$144.3M)

MCDONALDS CORP

MCD|580135101

Shares:939

Value:$293.3K

% of Portfolio:0.2% ($293.3K/$144.3M)

67092P201

Shares:3.7K

Value:$287.5K

% of Portfolio:0.2% ($287.5K/$144.3M)

921946406

VYM|921946406

Shares:2.1K

Value:$275.6K

% of Portfolio:0.2% ($275.6K/$144.3M)

46137V357

RSP|46137V357

Shares:1.5K

Value:$261.9K

% of Portfolio:0.2% ($261.9K/$144.3M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:3.1K

Value:$259.2K

% of Portfolio:0.2% ($259.2K/$144.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V609)✕	8.7K	QoQ -1.55% (-138) YoY -8.86% (-849)	All Managers (Combined)	$449.6K	0.3% ($449.6K/$144.3M)	QoQ -8.92% (-$44.1K) YoY -13.77% (-$71.9K)
(cusip336917109)✕	10.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$449.6K	0.3% ($449.6K/$144.3M)	QoQ +7.89% (+$32.9K) YoY +12.88% (+$51.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.8K	QoQ 0.00% (+0) YoY -2.81% (-51)	All Managers (Combined)	$437.4K	0.3% ($437.4K/$144.3M)	QoQ +13.11% (+$50.7K) YoY +26.54% (-$91.8K)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	1.2K	QoQ -31.68% (-565) YoY -67.25% (-2.5K)	All Managers (Combined)	$411.7K	0.3% ($411.7K/$144.3M)	QoQ -26.29% (-$146.9K) YoY -59.75% (-$611.4K)
(cusip97717W208)✕	4.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$408.4K	0.3% ($408.4K/$144.3M)	QoQ +6.21% (+$23.9K) YoY +14.42% (+$51.5K)
(cusip25434V724)✕	9.6K	QoQ 0.00% (+0) YoY -1.44% (-141)	All Managers (Combined)	$397.5K	0.3% ($397.5K/$144.3M)	QoQ +0.71% (+$2.8K) YoY -0.68% (-$2.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	731	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$389.3K	0.3% ($389.3K/$144.3M)	QoQ +17.49% (+$58.0K) YoY +26.64% (+$81.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ 0.00% (+0) YoY -13.94% (-243)	All Managers (Combined)	$367.9K	0.3% ($367.9K/$144.3M)	QoQ +2.33% (+$8.4K) YoY +5.39% (-$18.8K)
MICROSOFT CORP(MSFTcusip594918104)	921	QoQ -5.73% (-56) YoY -50.18% (-928)	All Managers (Combined)	$345.7K	0.2% ($345.7K/$144.3M)	QoQ -16.04% (-$66.1K) YoY -55.55% (-$432.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	606	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$339.0K	0.2% ($339.0K/$144.3M)	QoQ -4.55% (-$16.2K) YoY +6.94% (+$22.0K)
(MGCcusip921910873)	1.7K	QoQ 0.00% (-0) YoY +0.85% (+14)	All Managers (Combined)	$333.2K	0.2% ($333.2K/$144.3M)	QoQ -5.30% (-$18.7K) YoY +8.73% (+$26.8K)
(VXUScusip921909768)	5.2K	QoQ +0.42% (+22) YoY +28.63% (+1.2K)	All Managers (Combined)	$324.0K	0.2% ($324.0K/$144.3M)	QoQ +5.82% (+$17.8K) YoY +32.49% (+$79.5K)
(cusip33939L696)✕	2.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$319.5K	0.2% ($319.5K/$144.3M)	QoQ -2.49% (-$8.2K) YoY +6.13% (+$18.5K)
(MGKcusip921910816)	1.0K	QoQ 0.00% (-0) YoY +0.29% (+3)	All Managers (Combined)	$314.8K	0.2% ($314.8K/$144.3M)	QoQ -10.05% (-$35.2K) YoY +8.15% (+$23.7K)
(VOcusip922908629)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$308.3K	0.2% ($308.3K/$144.3M)	QoQ NEW(+$308.3K) YoY NEW(+$308.3K)
MCDONALDS CORP(MCDcusip580135101)	939	QoQ 0.00% (+0) YoY -5.05% (-50)	All Managers (Combined)	$293.3K	0.2% ($293.3K/$144.3M)	QoQ +7.75% (+$21.1K) YoY +5.18% (-$14.5K)
(cusip67092P201)✕	3.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$287.5K	0.2% ($287.5K/$144.3M)	QoQ -8.80% (-$27.8K) YoY +2.62% (+$7.3K)
(VYMcusip921946406)	2.1K	QoQ +22.11% (+387) YoY +22.11% (+387)	All Managers (Combined)	$275.6K	0.2% ($275.6K/$144.3M)	QoQ +23.42% (+$52.3K) YoY +30.15% (+$63.9K)
(RSPcusip46137V357)	1.5K	QoQ +0.46% (-7) YoY +1.54% (+23)	All Managers (Combined)	$261.9K	0.2% ($261.9K/$144.3M)	QoQ -0.67% (-$1.8K) YoY +3.94% (+$9.9K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	3.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$259.2K	0.2% ($259.2K/$144.3M)	QoQ -2.59% (-$6.9K) YoY +23.24% (+$48.9K)