Monument Group Wealth Advisors, LLC Portfolio Holdings by Sector

Monument Group Wealth Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFAI VEA DFAE VTV VB VWO VBR 29 stocks	$148 Million 81.64% of portfolio	13	9	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$21.2 Million 11.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6.99 Million 3.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$796,914 0.44% of portfolio	1	2	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$785,641 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$573,113 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$527,795 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK JNJ 2 stocks	$485,975 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$421,764 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts

Insurance Brokers \| Financial Services WTW 1 stocks	$339,849 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$335,081 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$251,009 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$238,500 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$235,335 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts

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