Monument Group Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q2 2024
Location
Concord, MA
CIK
0001965665
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2024
48
148,670
DFAC, DFAI, VTI, VEA
13F-HR
8/6/2024
000196566524000006
Q1 2024
47
134,944
DFAC, DFAI, VTI, VEA
13F-HR
5/7/2024
000196566524000002
Q4 2023
43
117,266
DFAC, DFAI, VTI, VEA
13F-HR
2/1/2024
000196566524000001