Titelia

Holdings of Monument Group Wealth Advisors, LLC

35 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 93.9 % of the equity sleeve

Sector breakdown

  • Technology 3.6 %
  • Funds 0.5 %
  • Financials 0.4 %
  • Health care 0.3 %
  • Industrials 0.2 %
  • Consumer staples 0.1 %
  • Unattributed 94.9 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US35176.6M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 2,026,32178.7M $
2Dimensional ETF Trust 812,12231.6M $
3Vanguard Total Stock Market ETF 62,46420M $
4Vanguard FTSE Developed Markets ETF 147,6849.5M $
5Dimensional ETF Trust 252,8348.6M $
6Apple Inc 22,7175.8M $
7Vanguard Value ETF 21,1184.1M $
8Vanguard Small-Cap ETF 13,8783.6M $
9Vanguard International Equity Index Funds 41,2102.2M $
10Vanguard Index Funds 7,7081.7M $
11iShares MSCI EAFE Small-Cap ETF 17,5941.4M $
12Avantis US Equity ETF 7,305812.2K $
13Berkshire Hathaway Inc 1,563749K $
14State Street SPDR S&P 500 ETF Trust 1,047681.2K $
15iShares Core S&P 500 ETF 991647.4K $
16Vanguard Scottsdale Funds 9,574560.5K $
17Dimensional U S Targeted Value ETF 8,311519K $
18DFA Dimensional US Marketwide Value ETF 9,123442.1K $
19Vanguard Total International S 5,199401K $
20VANGUARD WORLD FUND 1,666393.8K $
21Vanguard Short-term Bond Etf 4,844379.8K $
22Vanguard Mega Cap Growth ETF 1,022375.6K $
23NVIDIA Corp 1,797313.4K $
24Merck & Co Inc 2,530304.3K $
25Invesco S&P 500 Equal Weight ETF 1,517291.3K $
26RTX Corp 1,452280.1K $
27Chevron Corp 1,320273.1K $
28Vanguard High Dividend Yield E 1,750259.2K $
29Stryker Corp 782257K $
30Vanguard Growth ETF 584255.1K $
31iShares Trust 1,175251.1K $
32Vanguard Mid-Cap ETF 856246K $
33Coca-Cola Co/The 2,907221.1K $
34Microsoft Corp 564208.8K $
35Vanguard Index Funds 1,091201.2K $