Titelia

Holdings of MONOGRAPH WEALTH ADVISORS, LLC

131 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 71.5 % of the equity sleeve

Sector breakdown

  • Technology 8.5 %
  • Funds 5.9 %
  • Communication 3.8 %
  • Consumer discretionary 1.4 %
  • Industrials 1.1 %
  • Consumer staples 1.0 %
  • Financials 0.8 %
  • Health care 0.7 %
  • Unattributed 76.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US130769.2M $99.93 %
2TW1563.6K $0.07 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 6,838,156265.7M $
2DFA Dimensional US Marketwide Value ETF 1,014,86849.2M $
3Dimensional U S Targeted Value ETF 731,71045.7M $
4Dimensional International Smal 910,13835.9M $
5iShares Core S&P 500 ETF 54,83735.8M $
6iShares Trust 636,59433.5M $
7Apple Inc 123,38531.3M $
8NVIDIA Corp 111,13119.4M $
9Dimensional U S Small Cap ETF 269,82119.2M $
10Dimensional ETF Trust 374,09014.6M $
11Alphabet Inc 48,52514M $
12Vanguard Total Stock Market ETF 40,86013.1M $
13Dimensional International Value ETF 241,22712.7M $
14Dimensional ETF Trust 295,22810.5M $
15Vanguard Scottsdale Funds 166,5619.8M $
16Dimensional Inflation-Protecte 233,3759.7M $
17Amazon.com Inc 34,4067.2M $
18Alphabet Inc 23,7886.8M $
19Kimberly-Clark Corp 67,1356.6M $
20Vanguard Index Funds 29,2456.4M $
21Meta Platforms Inc 10,9546.3M $
22Dimensional International Core 162,7435.8M $
23Microsoft Corp 15,2665.7M $
24Vanguard Real Estate ETF 54,0064.8M $
25Thermo Fisher Scientific Inc 8,6334.2M $
26Vanguard S&P 500 ETF 6,6454M $
27Life360 Inc 95,9253.9M $
28State Street SPDR S&P 500 ETF Trust 5,7533.8M $
29iShares Russell 1000 Growth ETF 8,3473.6M $
30Broadcom Inc 9,6943M $
31State Street Spdr Dow Jones Industrial Average Etf Trust 6,0982.8M $
32Berkshire Hathaway Inc 5,3012.5M $
33Vanguard FTSE All-World ex-US ETF 32,5652.4M $
34Vanguard Mid-Cap ETF 8,5142.4M $
35Intuit Inc 5,4142.3M $
36Waste Management Inc 9,9172.3M $
37iShares Trust 10,6182.3M $
38Dimensional ETF Trust 31,9552.3M $
39SPDR Index Shares Funds 49,6651.8M $
40Ishares S&p 100 Etf 5,3731.7M $
41Tesla Inc 4,5711.7M $
42Schwab Strategic Trust 54,6081.7M $
43VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 7,3801.6M $
44Caterpillar Inc 2,1591.5M $
45Fastenal Co 32,8921.5M $
46Ishares Gold Trust 16,5611.5M $
47Vanguard FTSE Developed Markets ETF 22,7231.5M $
48Berkshire Hathaway Inc 21.4M $
49Walt Disney Co/The 14,9011.4M $
50Deere & Co 2,3001.3M $
51Dimensional Emerging Markets V 34,6851.2M $
52iShares Trust 5,3151.1M $
53Johnson & Johnson 4,5301.1M $
54iShares Russell 2000 ETF 4,015995.7K $
55Schwab International Equity ETF 37,744934.2K $
56Netflix Inc 9,238888.2K $
57Schwab US Broad Market ETF 34,485865.6K $
58iShares Silver Trust 12,500851.8K $
59Vanguard International Equity Index Funds 14,856803K $
60Vanguard S&P 500 Growth ETF 1,955797K $
61Vanguard World Fund 2,872782.1K $
62Microchip Technology Inc 12,000775.3K $
63iShares Biotechnology ETF 4,200709.2K $
64Select Sector Spdr Trust 14,345708.2K $
65iShares Trust 6,256707.6K $
66Mastercard Inc 1,391695K $
67Coca-Cola Co/The 8,911682.4K $
68iShares Trust 5,622666.8K $
69iShares Trust 3,314635.7K $
70Visa Inc 2,070625.7K $
71iShares Russell 2000 Value ETF 3,284622.6K $
72Dimensional ETF Trust 25,460602.1K $
73Vanguard Information Technology ETF 857598K $
74McDonald's Corp. 1,870581.2K $
75Invesco QQQ Trust Series 1 1,006580.4K $
76Home Depot Inc/The 1,752576.1K $
77Costco Wholesale Corp 576574K $
78SPDR Gold Shares 1,319567.6K $
79Taiwan Semiconductor Manufacturing Co Ltd 1,663563.6K $
80Lockheed Martin Corp 925558.8K $
81Vanguard Russell 1000 1,855547.4K $
82Charles Schwab Corp/The 5,818546.8K $
83Select Sector Spdr Trust 3,210519.2K $
84State Street SPDR S&P MidCap 400 ETF Trust 835516.3K $
85iShares Aaa - A Rated Corporate Bond ETF 10,490499.2K $
86California BanCorp 28,000499K $
87Grayscale Bitcoin Mini Trust E 16,387491.4K $
88iShares Trust 6,550485.9K $
89Invesco S&P 500 Equal Weight ETF 2,465473K $
90Vanguard World Fund 3,258472.2K $
91Vanguard Extended Market ETF 2,271467.4K $
92Flexshares Trust 8,310458.4K $
93iShares Trust 3,842455.1K $
94ServiceNow Inc 4,250444.3K $
95Keysight Technologies Inc 1,500423.6K $
96iShares Trust 1,170417.2K $
97Pacer Funds Trust 6,502406.8K $
98JPMorgan Chase & Co 1,337393.4K $
99Vertiv Holdings Co 1,545387.1K $
100Honeywell International Inc 1,694382.9K $