Monument Group Wealth Advisors, LLC
CONCORD MA · SEC CIK 0001965665
$1.80亿2026Q1 申报市值
43持仓数
92.1%前十大占比 · 第一大 43.7%
3 / 10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
DIMENSIONAL U.S. 加仓+$226.44万
DFAI 加仓+$48.48万
DFSU 加仓+$40.82万
CVX 新建仓+$27.31万
DFSE 新建仓+$22.24万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$75.68万
VEA 减仓-$44.83万
IEFA 清仓-$39.93万
GOOG 清仓-$39.07万
VTV 减仓-$35.97万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $7,874.29万 | 43.70% | 2,026,321 | 58,271 | 3.0% | $226.44万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $3,164.03万 | 17.56% | 812,122 | 12,443 | 1.6% | $48.48万 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $2,003.92万 | 11.12% | 62,464 | -853 | -1.3% | -$27.37万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $946.36万 | 5.25% | 147,684 | -6,996 | -4.5% | -$44.83万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $856.10万 | 4.75% | 252,834 | 4,297 | 1.7% | $14.55万 | 加仓 |
| AAPL | APPLE INC | $576.53万 | 3.20% | 22,717 | -2,982 | -11.6% | -$75.68万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $414.35万 | 2.30% | 21,118 | -1,833 | -8.0% | -$35.97万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $363.51万 | 2.02% | 13,878 | -102 | -0.7% | -$2.67万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $222.74万 | 1.24% | 41,210 | 288 | 0.7% | $1.56万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $167.46万 | 0.93% | 7,708 | -97 | -1.2% | -$2.11万 | 减仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $160.75万 | 0.89% | 39,122 | 9,935 | 34.0% | $40.82万 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $137.96万 | 0.77% | 17,594 | 348 | 2.0% | $2.73万 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $81.22万 | 0.45% | 7,305 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $74.90万 | 0.42% | 1,563 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $68.12万 | 0.38% | 1,047 | 51 | 5.1% | $3.32万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $64.74万 | 0.36% | 991 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $56.05万 | 0.31% | 9,574 | -69 | -0.7% | -$4,039 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $51.90万 | 0.29% | 8,311 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $44.21万 | 0.25% | 9,123 | -382 | -4.0% | -$1.85万 | 减仓 |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $40.73万 | 0.23% | 9,605 | 2,971 | 44.8% | $12.60万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $40.10万 | 0.22% | 5,199 | -113 | -2.1% | -$8,715 | 减仓 |
| MGC | VANGUARD MEGA CAP ETF | $39.38万 | 0.22% | 1,666 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $37.98万 | 0.21% | 4,844 | 921 | 23.5% | $7.22万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $37.56万 | 0.21% | 1,022 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES STOXX US ESG SELECT INDEX FUND | $36.08万 | 0.20% | 2,378 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $33.40万 | 0.19% | 3,673 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $31.34万 | 0.17% | 1,797 | -1,033 | -36.5% | -$18.02万 | 减仓 |
| MRK | MERCK & CO INC | $30.43万 | 0.17% | 2,530 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $29.13万 | 0.16% | 1,517 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $28.01万 | 0.16% | 1,452 | -375 | -20.5% | -$7.23万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $27.31万 | 0.15% | 1,320 | 1,320 | — | $27.31万 | 新建仓 |
| — | DIMENSIONAL US VECTOR EQUITY ETF | $26.83万 | 0.15% | 4,521 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $25.92万 | 0.14% | 1,750 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $25.70万 | 0.14% | 782 | -418 | -34.8% | -$13.74万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $25.51万 | 0.14% | 584 | -689 | -54.1% | -$30.09万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $25.11万 | 0.14% | 1,175 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $24.60万 | 0.14% | 856 | -44 | -4.9% | -$1.26万 | 减仓 |
| — | STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | $23.74万 | 0.13% | 5,840 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $22.24万 | 0.12% | 5,250 | 5,250 | — | $22.24万 | 新建仓 |
| KO | COCA COLA CO COM | $22.11万 | 0.12% | 2,907 | -504 | -14.8% | -$3.83万 | 减仓 |
| MSFT | MICROSOFT | $20.88万 | 0.12% | 564 | -621 | -52.4% | -$22.99万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $20.12万 | 0.11% | 1,091 | 1,091 | — | $20.12万 | 新建仓 |
| — | BLACKSTONE REIT INC COM CL I | $16.74万 | 0.09% | 11,758 | 135 | 1.2% | $1,922 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $0 | 0.00% | 0 | -4,464 | -100.0% | -$39.93万 | 清仓 |
| GOOG | ALPHABET INC CAP STK CL C | $0 | 0.00% | 0 | -1,245 | -100.0% | -$39.07万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $0 | 0.00% | 0 | -1,034 | -100.0% | -$33.98万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. COM | $0 | 0.00% | 0 | -779 | -100.0% | -$25.10万 | 清仓 |
| MCD | MCDONALDS CORP COM | $0 | 0.00% | 0 | -770 | -100.0% | -$23.53万 | 清仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $0 | 0.00% | 0 | -802 | -100.0% | -$22.41万 | 清仓 |
| JNJ | JOHNSON & JOHNSON COM | $0 | 0.00% | 0 | -1,061 | -100.0% | -$21.97万 | 清仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC CL A | $0 | 0.00% | 0 | -311 | -100.0% | -$20.53万 | 清仓 |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $0 | 0.00% | 0 | -1,550 | -100.0% | -$20.47万 | 清仓 |
| GOOGL | GOOGLE INC | $0 | 0.00% | 0 | -642 | -100.0% | -$20.09万 | 清仓 |