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