Monument Group Wealth Advisors, LLC
CONCORD MA · SEC CIK 0001965665
$2.15亿2026Q2 申报市值
44持仓数
92.9%前十大占比 · 第一大 44.6%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VBR 加仓+$765.13万
DIMENSIONAL U.S. 加仓+$588.93万
VEA 加仓+$453.92万
DFAI 加仓+$201.52万
IWD 加仓+$113.09万
2026Q2 卖出最多 按季末市值估算
DFAE 减仓-$805.21万
VTI 减仓-$155.31万
DFSU 减仓-$149.30万
VO 减仓-$81.26万
VGSH 减仓-$46.34万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | VANGUARD MID-CAP GROWTH ETF | $9,982 | 0.00% | 692 | -11,066 | -94.1% | -$15.96万 | 减仓 |
| — | ISHARES RUSSELL 1000 VALUE ETF | $5.00万 | 0.02% | 1,089 | -4,751 | -81.4% | -$21.81万 | 减仓 |
| VGSH | MICROSOFT | $9.38万 | 0.04% | 1,611 | -7,963 | -83.2% | -$46.34万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $20.90万 | 0.10% | 1,682 | 1,220 | 264.1% | $15.16万 | 重新持有 |
| VOE | VANGUARD MID-CAP VALUE ETF | $21.57万 | 0.10% | 1,091 | 0 | 0.0% | — | 不变 |
| MSFT | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $23.94万 | 0.11% | 1,550 | 986 | 174.8% | $15.23万 | 加仓 |
| KO | COCA COLA CO COM | $25.18万 | 0.12% | 3,098 | 191 | 6.6% | $1.55万 | 加仓 |
| DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $25.66万 | 0.12% | 5,250 | 0 | 0.0% | — | 不变 |
| VO | STRYKER CORP | $26.54万 | 0.12% | 843 | -2,581 | -75.4% | -$81.26万 | 减仓 |
| VUG | VANGUARD MID-CAP ETF | $27.58万 | 0.13% | 3,423 | -81 | -2.3% | -$6,527 | 减仓 |
| SYK | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $27.66万 | 0.13% | 1,750 | 968 | 123.8% | $15.30万 | 加仓 |
| VYM | RTX CORPORATION COM | $29.13万 | 0.14% | 1,535 | -215 | -12.3% | -$4.08万 | 减仓 |
| — | VANGUARD GROWTH ETF | $30.18万 | 0.14% | 3,504 | -1,017 | -22.5% | -$8.76万 | 减仓 |
| CVX | INVESCO S&P 500 EQUAL WEIGHT ETF | $32.30万 | 0.15% | 1,517 | 197 | 14.9% | $4.19万 | 加仓 |
| DFSU | VANGUARD SMALL CAP VALUE ETF | $33.12万 | 0.15% | 7,103 | -32,019 | -81.8% | -$149.30万 | 减仓 |
| RTX | MERCK & CO INC | $35.18万 | 0.16% | 2,738 | 1,286 | 88.6% | $16.53万 | 加仓 |
| RSP | NVIDIA CORPORATION COM | $37.36万 | 0.17% | 1,867 | 350 | 23.1% | $7.00万 | 加仓 |
| MRK | VANGUARD SHORT-TERM BOND ETF | $38.45万 | 0.18% | 4,935 | 2,405 | 95.1% | $18.74万 | 加仓 |
| NVDA | FLEXSHARES STOXX US ESG SELECT INDEX FUND | $41.80万 | 0.19% | 2,378 | 581 | 32.3% | $10.21万 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $43.00万 | 0.20% | 3,673 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $43.43万 | 0.20% | 9,630 | 7,252 | 305.0% | $32.71万 | 加仓 |
| MGK | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $44.52万 | 0.21% | 5,207 | 97 | 1.9% | $8,294 | 加仓 |
| BSV | VANGUARD MEGA CAP GROWTH ETF | $44.92万 | 0.21% | 5,110 | 266 | 5.5% | $2.34万 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $45.59万 | 0.21% | 1,666 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TAX-EXEMPT BOND ETF | $48.28万 | 0.22% | 9,546 | 4,347 | 83.6% | $21.99万 | 加仓 |
| DFSI | DIMENSIONAL US MARKETWIDE VALUE ETF | $50.19万 | 0.23% | 9,124 | -481 | -5.0% | -$2.65万 | 减仓 |
| DFUV | VANGUARD SHORT-TERM TREASURY ETF | $55.72万 | 0.26% | 9,574 | 451 | 4.9% | $2.62万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $58.10万 | 0.27% | 8,311 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $73.25万 | 0.34% | 978 | -13 | -1.3% | -$9,737 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $78.29万 | 0.36% | 1,048 | 1 | 0.1% | $747 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $78.46万 | 0.37% | 1,568 | 5 | 0.3% | $2,502 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $92.69万 | 0.43% | 7,237 | -68 | -0.9% | -$8,709 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $130.64万 | 0.61% | 15,879 | -1,715 | -9.7% | -$14.11万 | 减仓 |
| IWD | STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | $141.58万 | 0.66% | 5,840 | 4,665 | 397.0% | $113.09万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $231.64万 | 1.08% | 38,807 | -2,403 | -5.8% | -$14.34万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $390.78万 | 1.82% | 12,891 | -987 | -7.1% | -$29.92万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $426.35万 | 1.98% | 19,563 | -1,555 | -7.4% | -$33.89万 | 减仓 |
| AAPL | APPLE INC | $634.22万 | 2.95% | 21,918 | -799 | -3.5% | -$23.12万 | 减仓 |
| VBR | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $952.42万 | 4.43% | 39,196 | 31,488 | 408.5% | $765.13万 | 加仓 |
| DFAE | VANGUARD FTSE DEVELOPED MARKETS ETF | $996.24万 | 4.64% | 139,822 | -113,012 | -44.7% | -$805.21万 | 减仓 |
| VEA | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $1,047.76万 | 4.88% | 260,571 | 112,887 | 76.4% | $453.92万 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $2,156.14万 | 10.04% | 58,267 | -4,197 | -6.7% | -$155.31万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $3,551.53万 | 16.53% | 860,976 | 48,854 | 6.0% | $201.52万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $9,577.69万 | 44.58% | 2,159,082 | 132,761 | 6.6% | $588.93万 | 加仓 |