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Lee McGowan

@Monument Group Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$141.252MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFSUDimensional Us Sustainability Core 1 Etf
Recent Activity
Increased 4.33%
0.78%
$1.095M
28,904 shares@ $37.9 avg price
AAPLApple Inc
Recent Activity
Decreased -32.79%
0.74%
$1.033M
4,124 shares@ $250.42 avg price
BSVVanguard Short-term Bond Etf
Recent Activity
Increased 1.04%
0.64%
$897,289
11,612 shares@ $77.28 avg price
AVUSAvantis U.s. Equity Etf
Recent Activity
0.54%
$754,696
7,786 shares@ $96.93 avg price
KOCoca Cola Co Com
Recent Activity
0.48%
$673,064
10,810 shares@ $62.27 avg price
VGSHVanguard Short-term Treasury Etf
Recent Activity
Decreased -3.01%
0.42%
$580,345
9,975 shares@ $58.18 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 0.21%
0.41%
$573,641
974 shares@ $588.96 avg price
SYKStryker Corp
Recent Activity
0.41%
$571,039
1,586 shares@ $360.05 avg price
WTWWillis Towers Watson Plc Ltd Shs
Recent Activity
Decreased -24.73%
0.4%
$558,580
1,783 shares@ $313.29 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -0.32%
0.38%
$528,276
4,911 shares@ $107.57 avg price