Filer Name: MONOGRAPH WEALTH ADVISORS, LLC
CIK: 1776588
Period: 2024-12-31
Filed At: 2025-02-15
Number of Holdings: 114
Portfolio Value: $0.76B

Monograph Wealth Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 6,641,206 $230M 30.37% -0.9% -
DFAX US DIMENSIONAL WORLD EX US CORE 5,483,158 $136M 18.02% -2.7% -
DFAT US DIMENSIONAL US TARGET VALUE 805,074 $45M 5.92% -0.5% -
DCOR US DIMENSIONAL US CORE EQ 1 ETF 461,344 $30M 3.91% 0.3% -
DFUV US DIMENSIONAL US MARKETWIDE VA 656,603 $27M 3.55% 1.2% -
AAPL US APPLE INC 102,776 $26M 3.40% 5.4% -
DISV US DIMENSIONAL INTERNATIONAL SM 780,763 $21M 2.74% -5.0% -
DFEM US DIMENSIONAL EMERGING MARKETS 684,021 $18M 2.37% -14.0% -
NVDA US NVIDIA CORP 129,669 $17M 2.30% 3.2% -
IGSB US ISHARES 1-5Y INV GRADE CORP 332,558 $17M 2.27% 3.5% -
DFAS US DIMENSIONAL US SMALL CAP ETF 171,925 $11M 1.48% 1.9% -
VTI US VANGUARD TOTAL STOCK MKT ETF 37,062 $11M 1.42% 0.2% -
DFIV US DIMENSIONAL INTERNATIONAL VA 277,764 $10M 1.30% -1.0% -
KMB US KIMBERLY-CLARK CORP 69,224 $9M 1.21% 0.2% -
DFLV US DIM US LARGE CAP VALUE ETF 295,840 $9M 1.17% - -
GOOGL US ALPHABET INC-CL A 44,924 $9M 1.12% -14.1% -
MSFT US MICROSOFT CORP 19,554 $8M 1.09% -23.3% -
VOO US VANGUARD S&P 500 ETF 14,654 $8M 1.04% 194.0% -
META US META PLATFORMS INC-CLASS A 11,111 $7M 0.86% 9.4% -
GOOG US ALPHABET INC-CL C 31,782 $6M 0.80% -17.9% -
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