Portfolio (Quarterly)
Guide ↗
Monument Group Wealth Advisors, LLC
· CIK 0001965665| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | MSFT | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | Technology | 1,550.0 | $239K | 0.12% | NEW | — | $154.44 | +224.4% |
| 42 | VOE | VANGUARD MID-CAP VALUE ETF | — | 1,091.0 | $216K | 0.10% | NEW | — | $197.70 | +4.1% |
| 43 | — | VANGUARD MID-CAP GROWTH ETF | — | 692.0 | $212K | 0.10% | NEW | — | $306.64 | — |
| 44 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | — | 1,682.0 | $209K | 0.10% | NEW | — | $124.24 | -2.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
74.7%
Financial Services
8.4%
Healthcare
7.1%
Industrials
3.8%
Energy
3.4%
Consumer Defensive
2.7%