MONOGRAPH WEALTH ADVISORS, LLC
MANHATTAN BEACH CA · SEC CIK 0001776588
$10.55亿2026Q1 申报市值
144持仓数
73.5%前十大占比 · 第一大 25.2%
18 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFA US Core Equi 加仓+$578.16万
NVDA 加仓+$513.01万
AAPL 加仓+$422.30万
GOOGL 加仓+$422.26万
IGSB 加仓+$376.07万
2026Q1 卖出最多 按季末市值估算
JPM 减仓-$441.31万
MSFT 减仓-$380.40万
KMI 清仓-$139.56万
AMZN 减仓-$104.51万
BAC 清仓-$99.72万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | Berkshire Hathaway | $143.63万 | 0.14% | 2 | 2 | — | $143.63万 | 新建仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $145.61万 | 0.14% | 22,723 | 1 | 0.0% | $64 | 加仓 |
| IAU | iShares Gold ETF | $146.00万 | 0.14% | 16,561 | -3,897 | -19.0% | -$34.36万 | 减仓 |
| FAST | Fastenal | $152.62万 | 0.14% | 32,892 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar | $152.96万 | 0.15% | 2,159 | -800 | -27.0% | -$56.68万 | 减仓 |
| VIG | Vanguard Group DIV (app Etf) | $158.71万 | 0.15% | 7,380 | 95 | 1.3% | $2.04万 | 加仓 |
| SCHV | Schwab US Large Cap Value ETF | $166.55万 | 0.16% | 54,608 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors | $169.91万 | 0.16% | 4,571 | -398 | -8.0% | -$14.79万 | 减仓 |
| OEF | iShares S&P 100 ETF | $170.91万 | 0.16% | 5,373 | -1,538 | -22.3% | -$48.92万 | 减仓 |
| CWI | SPDR Index SHS FDS MSCI Acwi Ex-US ETF | $181.72万 | 0.17% | 49,665 | 0 | 0.0% | — | 不变 |
| — | DFA US Small Cap Value ETF | $190.22万 | 0.18% | 54,287 | 3 | 0.0% | $105 | 加仓 |
| DFAW | Dimensional World Equity ETF | $195.78万 | 0.19% | 26,536 | 2,564 | 10.7% | $18.92万 | 加仓 |
| DFUS | Dimensional ETF (trust US Equity Etf) | $226.59万 | 0.21% | 31,955 | 1,000 | 3.2% | $7.09万 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $226.87万 | 0.22% | 10,618 | 0 | 0.0% | — | 不变 |
| WM | Waste Man. | $227.89万 | 0.22% | 9,917 | 0 | 0.0% | — | 不变 |
| INTU | Intuit Inc | $234.09万 | 0.22% | 5,414 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid-Cap ETF | $244.51万 | 0.23% | 8,514 | 132 | 1.6% | $3.79万 | 加仓 |
| VEU | Vanguard FTSE All-World ex-US ETF | $244.56万 | 0.23% | 32,565 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway 'B' | $254.02万 | 0.24% | 5,301 | 3,640 | 219.1% | $174.43万 | 加仓 |
| DIA | SPDR Dow Jones Indl | $283.08万 | 0.27% | 6,098 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc Com | $300.04万 | 0.28% | 9,694 | 9,694 | — | $300.04万 | 新建仓 |
| IWF | iShares Russell (1000 Growth Etf) | $355.90万 | 0.34% | 8,347 | -124 | -1.5% | -$5.29万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $375.17万 | 0.36% | 5,753 | 0 | 0.0% | — | 不变 |
| LIF | Life 360, Inc | $391.57万 | 0.37% | 95,925 | 29,694 | 44.8% | $121.21万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $397.09万 | 0.38% | 6,645 | 102 | 1.6% | $6.10万 | 加仓 |
| TMO | Thermo Fisher Scientific | $424.75万 | 0.40% | 8,633 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard REIT Index ETF | $479.03万 | 0.45% | 54,006 | 1,394 | 2.6% | $12.36万 | 加仓 |
| MSFT | Microsoft | $565.12万 | 0.54% | 15,266 | -10,276 | -40.2% | -$380.40万 | 减仓 |
| DFIC | DFA Intl Core Equity 2 ETF | $578.23万 | 0.55% | 162,743 | 3,235 | 2.0% | $11.49万 | 加仓 |
| META | Meta Platforms, Inc | $626.72万 | 0.59% | 10,954 | -73 | -0.7% | -$4.18万 | 减仓 |
| VBR | Vanguard Small-Cap Value ETF | $635.34万 | 0.60% | 29,245 | 1,229 | 4.4% | $26.70万 | 加仓 |
| KMB | Kimberly-Clark | $656.24万 | 0.62% | 67,135 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet Inc Cap STK CL C | $682.39万 | 0.65% | 23,788 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.Com | $716.57万 | 0.68% | 34,406 | -5,018 | -12.7% | -$104.51万 | 减仓 |
| DFIP | DFA Inflation Protected Securities ETF | $973.64万 | 0.92% | 233,375 | 9,240 | 4.1% | $38.55万 | 加仓 |
| VGSH | Vanguard Short Term Treasury ETF IV | $975.05万 | 0.92% | 166,561 | 56,419 | 51.2% | $330.28万 | 加仓 |
| DFLV | DFA US Large Cap Value ETF | $1,054.26万 | 1.00% | 295,228 | 36,130 | 13.9% | $129.02万 | 加仓 |
| DFIV | DFA Intl Value ETF | $1,273.19万 | 1.21% | 241,227 | -2,743 | -1.1% | -$14.48万 | 减仓 |
| VTI | Vanguard Total Market Index ETF | $1,310.83万 | 1.24% | 40,860 | -498 | -1.2% | -$15.98万 | 减仓 |
| GOOGL | Alphabet Inc Cap STK | $1,395.40万 | 1.32% | 48,525 | 14,684 | 43.4% | $422.26万 | 加仓 |
| DFAI | Dimensional International Core Equity Market ETF | $1,457.45万 | 1.38% | 374,090 | 71,855 | 23.8% | $279.95万 | 加仓 |
| — | DFA US Small Cap ETF | $1,919.23万 | 1.82% | 269,821 | 6,416 | 2.4% | $45.64万 | 加仓 |
| NVDA | Nvidia | $1,938.24万 | 1.84% | 111,131 | 29,414 | 36.0% | $513.01万 | 加仓 |
| DFEM | DFA Emerging Markets Core Equity 2 ETF | $3,117.57万 | 2.96% | 902,335 | 26,895 | 3.1% | $92.92万 | 加仓 |
| AAPL | Apple | $3,131.38万 | 2.97% | 123,385 | 16,640 | 15.6% | $422.30万 | 加仓 |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $3,345.94万 | 3.17% | 636,594 | 71,550 | 12.7% | $376.07万 | 加仓 |
| IVV | iShares Core S&P 500 | $3,582.01万 | 3.40% | 54,837 | 0 | 0.0% | — | 不变 |
| DISV | DFA International Small Cap Value ETF | $3,589.58万 | 3.40% | 910,138 | 15,372 | 1.7% | $60.63万 | 加仓 |
| — | DFA US Core Equity 1 ETF | $3,741.78万 | 3.55% | 519,115 | 42,869 | 9.0% | $309.00万 | 加仓 |
| — | DFA US Targeted Value ETF | $4,569.53万 | 4.33% | 731,710 | 32,215 | 4.6% | $201.18万 | 加仓 |
| DFUV | DFA US Marketwide Value ETF | $4,918.05万 | 4.66% | 1,014,868 | 46,425 | 4.8% | $224.98万 | 加仓 |
| DFAX | DFA World ex US Core Equity 2 ETF | $2.09亿 | 19.86% | 6,166,855 | 106,079 | 1.8% | $360.35万 | 加仓 |
| — | DFA US Core Equity 2 ETF | $2.66亿 | 25.19% | 6,838,156 | 148,780 | 2.2% | $578.16万 | 加仓 |