Lee McGowan

@Monument Group Wealth Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$141.252M

Total holdings49

Assets growth rate-15.11%

Assets growth rate (2-Q avg)-1.59%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Monument Group Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Monument Group Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 141.252M in assets, with a quarterly growth rate of -15.11% and a 2-quarter average growth rate of -1.59%. The portfolio is managed by Lee McGowan, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DFACDimensional U.s. Core Equity 2 Etf Recent Activity Decreased -17.48%	45.7%	$64.551M 1.866M shares@ $34.6 avg price	Decreased -17.48%
DFAIDimensional International Core Equity Market Etf Recent Activity Decreased -14.29%	14.85%	$20.969M 718,102 shares@ $29.21 avg price	Decreased -14.29%
VTIVanguard Total Stk Mkt Recent Activity Decreased -5.43%	11.09%	$15.653M 54,012 shares@ $289.82 avg price	Decreased -5.43%
VEAVanguard Ftse Developed Markets Etf Recent Activity Decreased -7.36%	6.01%	$8.481M 177,358 shares@ $47.83 avg price	Decreased -7.36%
DFAEDimensional Emerging Core Equity Market Etf Recent Activity Decreased -16.39%	4.04%	$5.705M 224,871 shares@ $25.38 avg price	Decreased -16.39%
VBVanguard Small-cap Etf Recent Activity Decreased -2.75%	1.95%	$2.744M 11,420 shares@ $240.29 avg price	Decreased -2.75%
VTVVanguard Value Etf Recent Activity Decreased -6.18%	1.88%	$2.647M 15,636 shares@ $169.31 avg price	Decreased -6.18%
VWOVanguard Ftse Emerging Markets Etf Recent Activity Decreased -10%	1.37%	$1.934M 43,922 shares@ $44.05 avg price	Decreased -10%
SCZIshares Msci Eafe Small Cap Etf Recent Activity Decreased -10.1%	0.83%	$1.17M 19,260 shares@ $60.76 avg price	Decreased -10.1%
VBRVanguard Small Cap Value Etf Recent Activity Decreased -7.45%	0.81%	$1.135M 5,725 shares@ $198.2 avg price	Decreased -7.45%