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
DFSUDimensional Us Sustainability Core 1 Etf Recent Activity Increased 4.33%	0.78%	$1.095M 28,904 shares@ $37.9 avg price	Increased 4.33%
BSVVanguard Short-term Bond Etf Recent Activity Increased 1.04%	0.64%	$897,289 11,612 shares@ $77.28 avg price	Increased 1.04%
IVVIshares Core S&p 500 Etf Recent Activity Increased 0.21%	0.41%	$573,641 974 shares@ $588.96 avg price	Increased 0.21%
DFUVDimensional Us Marketwide Value Etf Recent Activity Increased 0.02%	0.28%	$394,693 9,645 shares@ $40.93 avg price	Increased 0.02%
MGCVanguard Mega Cap Etf Recent Activity Increased 0.31%	0.25%	$351,812 1,654 shares@ $212.71 avg price	Increased 0.31%
MGKVanguard Mega Cap Growth Etf Recent Activity Increased 0.2%	0.25%	$350,045 1,019 shares@ $343.52 avg price	Increased 0.2%
VXUSVanguard Total International Stock Etf Recent Activity Increased 1.81%	0.22%	$306,128 5,194 shares@ $58.94 avg price	Increased 1.81%
RSPInvesco S&p 500 Equal Weight Etf Recent Activity Increased 0.34%	0.19%	$263,658 1,504 shares@ $175.31 avg price	Increased 0.34%
DFSIDimensional International Sustainability Core 1 Etf Recent Activity Increased 21.08%	0.18%	$244,009 7,428 shares@ $32.85 avg price	Increased 21.08%