Universe · entity
MONOGRAPH WEALTH ADVISORS, LLC
Institutional manager (13F) · CIK 1776588
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DFA US Core Equity 2 ETF | $266M | 6,838,156 |
| 2 | DFA World ex US Core Equity 2 ETF | $209M | 6,166,855 |
| 3 | DFA US Marketwide Value ETF | $49M | 1,014,868 |
| 4 | DFA US Targeted Value ETF | $46M | 731,710 |
| 5 | DFA US Core Equity 1 ETF | $37M | 519,115 |
| 6 | DFA International Small Cap Value ETF | $36M | 910,138 |
| 7 | iShares Core S&P 500 | $36M | 54,837 |
| 8 | iShares 1-5 Year Investment Grade Corporate Bond ETF | $33M | 636,594 |
| 9 | Apple | $31M | 123,385 |
| 10 | DFA Emerging Markets Core Equity 2 ETF | $31M | 902,335 |
| 11 | Nvidia | $19M | 111,131 |
| 12 | DFA US Small Cap ETF | $19M | 269,821 |
| 13 | Dimensional International Core Equity Market ETF | $15M | 374,090 |
| 14 | Alphabet Inc Cap STK | $14M | 48,525 |
| 15 | Vanguard Total Market Index ETF | $13M | 40,860 |
| 16 | DFA Intl Value ETF | $13M | 241,227 |
| 17 | DFA US Large Cap Value ETF | $11M | 295,228 |
| 18 | Vanguard Short Term Treasury ETF IV | $10M | 166,561 |
| 19 | DFA Inflation Protected Securities ETF | $10M | 233,375 |
| 20 | Amazon.Com | $7M | 34,406 |
| 21 | Alphabet Inc Cap STK CL C | $7M | 23,788 |
| 22 | Kimberly-Clark | $7M | 67,135 |
| 23 | Vanguard Small-Cap Value ETF | $6M | 29,245 |
| 24 | Meta Platforms, Inc | $6M | 10,954 |
| 25 | DFA Intl Core Equity 2 ETF | $6M | 162,743 |
| 26 | Microsoft | $6M | 15,266 |
| 27 | Vanguard REIT Index ETF | $5M | 54,006 |
| 28 | Thermo Fisher Scientific | $4M | 8,633 |
| 29 | Vanguard S&P 500 ETF | $4M | 6,645 |
| 30 | Life 360, Inc | $4M | 95,925 |
| 31 | SPDR S&P 500 ETF | $4M | 5,753 |
| 32 | iShares Russell (1000 Growth Etf) | $4M | 8,347 |
| 33 | Broadcom Inc Com | $3M | 9,694 |
| 34 | SPDR Dow Jones Indl | $3M | 6,098 |
| 35 | Berkshire Hathaway 'B' | $3M | 5,301 |
| 36 | Vanguard FTSE All-World ex-US ETF | $2M | 32,565 |
| 37 | Vanguard Mid-Cap ETF | $2M | 8,514 |
| 38 | Intuit Inc | $2M | 5,414 |
| 39 | Waste Man. | $2M | 9,917 |
| 40 | iShares Russell 1000 Value ETF | $2M | 10,618 |
| 41 | Dimensional ETF (trust US Equity Etf) | $2M | 31,955 |
| 42 | Dimensional World Equity ETF | $2M | 26,536 |
| 43 | DFA US Small Cap Value ETF | $2M | 54,287 |
| 44 | SPDR Index SHS FDS MSCI Acwi Ex-US ETF | $2M | 49,665 |
| 45 | iShares S&P 100 ETF | $2M | 5,373 |
| 46 | Tesla Motors | $2M | 4,571 |
| 47 | Schwab US Large Cap Value ETF | $2M | 54,608 |
| 48 | Vanguard Group DIV (app Etf) | $2M | 7,380 |
| 49 | Caterpillar | $2M | 2,159 |
| 50 | Fastenal | $2M | 32,892 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.