StockDriftsStockDriftsTop 42 Monument Group Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 43.7% | 2.03M | $78.7M | +2.96%(+58.27K) | $29.81(+44.97%) | 2026-03-31 | |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 17.56% | 812.1K | $31.6M | +1.56%(+12.44K) | $28.89(+44.15%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STK MKT | 11.12% | 62.5K | $20.0M | -1.35%(-853) | $237.71(+53.43%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 5.25% | 147.7K | $9.5M | -4.52%(-7.00K) | $46.41(+52.18%) | 2026-03-31 | |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 4.75% | 252.8K | $8.6M | +1.73%(+4.30K) | $24.47(+62.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.2% | 22.7K | $5.8M | -11.60%(-2.98K) | $253.64(+17.83%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 2.3% | 21.1K | $4.1M | -7.99%(-1.83K) | $154.65(+34.73%) | 2026-03-31 | |
| VB | VANGUARD SMALL-CAP ETF | 2.02% | 13.9K | $3.6M | -0.73%(-102) | $209.55(+36.33%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 1.24% | 41.2K | $2.2M | +0.70%(+288) | $41.03(+46.09%) | 2026-03-31 | |
| VBR | VANGUARD SMALL CAP VALUE ETF | 0.93% | 7.7K | $1.7M | -1.24%(-97) | $177.94(+29.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.26% | +45.28% |
| Top 20 Holdings Unweighted | +9.92% | +32.79% |
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