Monograph Wealth Advisors, LLC Incresed Positions in Q3 2024

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
203K
+ 3.12%
$31.05 - $34.29 $6.3M - $6.95M
6.7M $230M
DFAX
Dimensional ETF Tr
123K
+ 2.23%
$24.29 - $27.25 $2.98M - $3.35M
5.63M $152M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
165K
+ 105.98%
$51.02 - $52.74 $8.44M - $8.72M
321K $16.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
74.5K
+ 10.15%
$51.0 - $57.07 $3.8M - $4.25M
809K $45M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
78.5K
+ 13.77%
$38.51 - $41.69 $3.02M - $3.27M
649K $27M
DISV
Dimensional ETF Tr Dimensional

ETFs
96.3K
+ 13.28%
$26.06 - $29.18 $2.51M - $2.81M
822K $23.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
39K
+ 5.16%
$25.21 - $28.46 $983K - $1.11M
795K $22.4M
IVV
Ishares Core S&P 500 ETF

ETFs
3.4K
+ 236.6%
$520.18 - $576.82 $1.77M - $1.96M
4.84K $2.79M
DFIV
Dimensional ETF Tr

ETFs
35.4K
+ 14.42%
$34.66 - $38.38 $1.23M - $1.36M
281K $10.7M
NVDA
Nvidia Corp

Technology
16.9K
+ 15.5%
$98.91 - $134.91 $1.67M - $2.27M
126K $15.3M
DFIP
Dimensional ETF Tr Inflation P

ETFs
28.8K
+ 40.52%
$40.69 - $42.46 $1.17M - $1.22M
100K $4.23M
VBR
Vanguard Small Cap Value ETF

ETFs
2.42K
+ 8.25%
$179.99 - $201.6 $435K - $487K
31.7K $6.37M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.95K
+ 192.41%
$162.64 - $179.3 $804K - $887K
7.52K $1.35M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.01%
$453.41 - $572.44 $453 - $572
10.2K $5.81M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.41K
+ 22.72%
$173.36 - $189.8 $418K - $458K
13K $2.47M
VNQ
Vanguard Specialized Funds Van

ETFs
622
+ 1.56%
$82.97 - $98.97 $51.6K - $61.6K
40.5K $3.95M
VTI
Vanguard Total Stock Market Et

ETFs
44
+ 0.12%
$255.18 - $283.2 $11.2K - $12.5K
37K $10.5M
TSLA
Tesla, Inc.

Consumer Cyclical
915
+ 29.79%
$191.76 - $263.26 $175K - $241K
3.99K $1.04M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.65K
+ 18.31%
$28.25 - $31.7 $244K - $274K
55.9K $1.72M
IBM
International Business Machines Corp

Technology
510
+ 21.2%
$175.1 - $223.38 $89.3K - $114K
2.92K $644K
VGT
Vanguard Information Technolog

ETFs
375
+ 104.46%
$514.43 - $606.85 $193K - $228K
734 $430K
VEA
Vanguard Ftse Developed Market

ETFs
3.38K
+ 29.16%
$47.6 - $53.31 $161K - $180K
15K $790K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.18K
+ 33.32%
$41.9 - $48.26 $133K - $153K
12.7K $608K
VO
Vanguard Mid Cap ETF

ETFs
14
+ 0.2%
$237.84 - $263.83 $3.33K - $3.69K
6.99K $1.84M
DFAR
Dimensional ETF Tr Dimensional

ETFs
168
+ 0.55%
$21.91 - $26.03 $3.68K - $4.37K
30.5K $783K
PBHC
Pathfinder Bancorp, Inc.

Financial Services
24
+ 0.08%
$12.69 - $17.37 $305 - $417
29.7K $470K
AMZN
Amazon Com Inc

Consumer Cyclical
882
+ 5.64%
$161.02 - $200.0 $142K - $176K
16.5K $3.08M
VB
Vanguard Small Cap ETF

ETFs
42
+ 3.4%
$214.77 - $237.72 $9.02K - $9.98K
1.28K $303K
Dfa Us Large Cap Value ETF
25.9K
+ 9.59%
N/A
296K $0
Dfa Us Core Equity 1 ETF
128K
+ 38.53%
N/A
460K $0
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.06%
$182.15 - $182.15 $729 - $729
6.76K $1.23M
DIS
Walt Disney CO

Communication Services
1
+ 0.01%
$85.6 - $98.61 $85.6 - $98.6
11.2K $1.08M
GOOG
Alphabet Inc.

Communication Services
21
+ 0.05%
$149.54 - $192.66 $3.14K - $4.05K
38.7K $6.47M
Activity Summary
Buys All Purchases 48 New Holdings 14 Increased Positions 34 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Monograph Wealth Advisors, LLC Portfolio

Follow Monograph Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monograph Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monograph Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email