Fund Universe

← Fund Universe

☆Monument Group Wealth Advisors, LLC

CIK 0001965665 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.851
AUM ($M)
208
Positions
44
Turnover
0.03
Top-10 wt
92%
Herfindahl
0.258
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 44 positions · portfolio value $208M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAC funds › DIMENSIONAL U.S. CORE EQUITY 2 ETF ADD — 46.0% +2.3% 95.8 2,159,082 +132,761 5 —
☆DFAI funds › DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF ADD — 17.0% -0.5% 35.5 860,976 +48,854 5 —
☆VTI funds › VANGUARD TOTAL STK MKT TRIM — 10.3% -0.8% 21.6 58,267 -4,197 5 —
☆VEA funds › DIMENSIONAL EMERGING CORE EQUITY MARKET ETF ADD — 5.0% -0.2% 10.5 260,571 +112,887 5 —
☆DFAE funds › VANGUARD FTSE DEVELOPED MARKETS ETF TRIM — 4.8% +0.0% 10.0 139,822 -113,012 5 —
☆AAPL funds › APPLE INC TRIM — 3.0% -0.2% 6.3 21,918 -799 5 —
☆VTV funds › VANGUARD VALUE ETF TRIM — 2.0% -0.3% 4.3 19,563 -1,555 5 —
☆VB funds › VANGUARD SMALL-CAP ETF TRIM — 1.9% -0.1% 3.9 12,891 -987 5 —
☆VWO funds › VANGUARD FTSE EMERGING MARKETS ETF TRIM — 1.1% -0.1% 2.3 38,807 -2,403 5 —
☆VBR funds › DIMENSIONAL US SUSTAINABILITY CORE 1 ETF ADD — 0.9% -0.1% 1.8 39,196 +31,488 5 —
☆DFSU funds › VANGUARD SMALL CAP VALUE ETF TRIM — 0.8% -0.1% 1.7 7,103 -32,019 5 —
☆SCZ funds › ISHARES MSCI EAFE SMALL CAP ETF TRIM — 0.6% -0.1% 1.3 15,879 -1,715 5 —
☆AVUS funds › AVANTIS U.S. EQUITY ETF TRIM — 0.4% -0.0% 0.9 7,237 -68 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW ADD — 0.4% -0.0% 0.8 1,568 +5 5 —
☆SPY funds › STATE STREET SPDR S&P 500 ETF ADD — 0.4% -0.0% 0.8 1,048 +1 5 —
☆IVV funds › ISHARES CORE S&P 500 ETF TRIM — 0.4% -0.0% 0.7 978 -13 5 —
☆VGSH funds › MICROSOFT TRIM — 0.3% -0.0% 0.6 1,611 -7,963 5 —
☆DFAT funds › DIMENSIONAL U.S. TARGETED VALUE ETF HOLD — 0.3% -0.0% 0.6 8,311 +0 5 —
☆DFUV funds › VANGUARD SHORT-TERM TREASURY ETF ADD — 0.3% +0.0% 0.6 9,574 +451 5 —
☆DFSI funds › DIMENSIONAL US MARKETWIDE VALUE ETF TRIM — 0.2% +0.0% 0.5 9,124 -481 5 —
☆VXUS funds › VANGUARD TAX-EXEMPT BOND ETF ADD — 0.2% +0.0% 0.5 9,546 +4,347 5 —
☆MGC funds › VANGUARD MEGA CAP ETF HOLD — 0.2% +0.0% 0.5 1,666 +0 5 —
☆BSV funds › VANGUARD MEGA CAP GROWTH ETF ADD — 0.2% +0.0% 0.4 5,110 +266 5 —
☆MGK funds › VANGUARD TOTAL INTERNATIONAL STOCK ETF ADD — 0.2% +0.0% 0.4 5,207 +4,185 5 —
☆ESG funds › DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF ADD — 0.2% +0.0% 0.4 9,630 +7,252 5 —
☆NULG funds › NUVEEN ESG LARGE-CAP GROWTH ETF HOLD — 0.2% +0.0% 0.4 3,673 +0 5 —
☆NVDA funds › FLEXSHARES STOXX US ESG SELECT INDEX FUND ADD — 0.2% +0.0% 0.4 2,378 +581 5 —
☆MRK funds › VANGUARD SHORT-TERM BOND ETF ADD — 0.2% +0.0% 0.4 4,935 +2,405 5 —
☆RSP funds › NVIDIA CORPORATION COM ADD — 0.2% +0.0% 0.4 1,867 +350 5 —
☆RTX funds › MERCK & CO INC ADD — 0.2% +0.0% 0.4 2,738 +1,286 5 —
☆CVX funds › INVESCO S&P 500 EQUAL WEIGHT ETF ADD — 0.2% +0.0% 0.3 1,517 +197 2 —
☆DXUV funds › VANGUARD GROWTH ETF TRIM — 0.1% -0.0% 0.3 3,504 -1,017 4 —
☆VYM funds › RTX CORPORATION COM TRIM — 0.1% -0.0% 0.3 1,535 -215 5 —
☆SYK funds › VANGUARD HIGH DIVIDEND YIELD INDEX ETF ADD — 0.1% -0.0% 0.3 1,750 +968 5 —
☆VUG funds › VANGUARD MID-CAP ETF ADD — 0.1% -0.0% 0.3 3,423 +2,839 5 —
☆IWD funds › STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF ADD — 0.1% -0.0% 0.3 5,840 +4,665 5 —
☆VO funds › STRYKER CORP TRIM — 0.1% -0.0% 0.3 843 -13 5 —
☆NZAC funds › ISHARES RUSSELL 1000 VALUE ETF TRIM — 0.1% -0.0% 0.3 1,089 -4,751 5 —
☆DFSE funds › DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF HOLD — 0.1% -0.0% 0.3 5,250 +0 2 —
☆KO funds › COCA COLA CO COM ADD — 0.1% -0.0% 0.3 3,098 +191 3 —
☆MSFT funds › STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF ADD — 0.1% -0.0% 0.2 1,550 +986 5 —
☆VOE funds › VANGUARD MID-CAP VALUE ETF HOLD — 0.1% -0.0% 0.2 1,091 +0 2 —
☆CUSIP:09259K401 funds › VANGUARD MID-CAP GROWTH ETF TRIM — 0.1% +0.0% 0.2 692 -11,066 3 —
☆IWF funds › ISHARES RUSSELL 1000 GROWTH ETF NEW — 0.1% +0.1% 0.2 1,682 +1,682 1 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 208 44 0.03 92% 0.258 0.851 — in
2026Q1 180 43 0.03 92% 0.242 0.828 — in
2025Q4 183 51 0.04 91% 0.229 0.780 — in
2025Q3 170 47 0.03 91% 0.245 0.796 — in
2025Q2 159 52 0.02 89% 0.244 0.814 — entered
2025Q1 144 51 0.00 88% 0.244 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status