MONOGRAPH WEALTH ADVISORS, LLC Holdings

MONOGRAPH WEALTH ADVISORS, LLC is an investment fund managing more than 305.03M US dollars. The largest holdings include Dimensional U.S. Core Equity 2 ETF, Dimensional World ex US Core Equity ETF and Apple. In Q3 2022 the fund bought assets of total value of 7.68M US dollars and sold assets of total value of 44.75M US dollars.

$305.02M

portfolio value

-34.87%

quarter

MONOGRAPH WEALTH ADVISORS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2022	12301000	10573000
Q2 2022	19901000	67888000
Q3 2022	7680000	44749000

MONOGRAPH WEALTH ADVISORS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Dimensional U.S. Core Equity 2 ETF Portfolio share: 33.08% Portfolio value: 100.90M Avg. open price: $27.45 Current price: $25.29 P/L: -7.85% Bought +3.82% shares Q3 2022	share	33.08%	100.90M	$27.45	$25.29	-7.85%	Bought +3.82% shares Q3 2022
Dimensional World ex US Core Equity ETF Portfolio share: 22.70% Portfolio value: 69.23M Avg. open price: N/A Current price: N/A P/L: N/A Sold -18.47% shares Q3 2022	share	22.70%	69.23M	N/A	N/A	N/A	Sold -18.47% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 7.44% Portfolio value: 22.68M Avg. open price: $178.2 Current price: $146.61 P/L: -17.73% Sold -4.49% shares Q3 2022	share	7.44%	22.68M	$178.2	$146.61	-17.73%	Sold -4.49% shares Q3 2022
Dimensional US Marketwide Value ETF Portfolio share: 6.69% Portfolio value: 20.41M Avg. open price: N/A Current price: $34.35 P/L: N/A Sold -5.86% shares Q3 2022	share	6.69%	20.41M	N/A	$34.35	N/A	Sold -5.86% shares Q3 2022
Dimensional U.S. Targeted Value ETF Portfolio share: 5.07% Portfolio value: 15.47M Avg. open price: $44.53 Current price: $45.42 P/L: +2.00% Bought +5.43% shares Q3 2022	share	5.07%	15.47M	$44.53	$45.42	+2.00%	Bought +5.43% shares Q3 2022
Dimensional U.S. Small Cap ETF Portfolio share: 2.83% Portfolio value: 8.61M Avg. open price: N/A Current price: $53.24 P/L: N/A Sold -11.02% shares Q3 2022	share	2.83%	8.61M	N/A	$53.24	N/A	Sold -11.02% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 1.81% Portfolio value: 5.53M Avg. open price: $190.06 Current price: $199.98 P/L: +5.22% Bought +4.17% shares Q3 2022	share	1.81%	5.53M	$190.06	$199.98	+5.22%	Bought +4.17% shares Q3 2022
Dimensional International Value ETF Portfolio share: 1.70% Portfolio value: 5.19M Avg. open price: $32.42 Current price: $30.65 P/L: -5.46% Bought +0.05% shares Q3 2022	share	1.70%	5.19M	$32.42	$30.65	-5.46%	Bought +0.05% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 1.51% Portfolio value: 4.59M Avg. open price: N/A Current price: $99.48 P/L: N/A Sold -3.03% shares Q3 2022	share	1.51%	4.59M	N/A	$99.48	N/A	Sold -3.03% shares Q3 2022
Vanguard Small Cap Value Index Fund Portfolio share: 1.43% Portfolio value: 4.36M Avg. open price: $178.51 Current price: $164.85 P/L: -7.65% Bought 0.00% shares Q2 2022	share	1.43%	4.36M	$178.51	$164.85	-7.65%	Bought 0.00% shares Q2 2022
Dimensional Emerging Markets Core Equity 2 ETF Portfolio share: 1.20% Portfolio value: 3.65M Avg. open price: N/A Current price: $23.07 P/L: N/A N/A Q3 2022	share	1.20%	3.65M	N/A	$23.07	N/A	N/A Q3 2022
DFA International Small Cap Value ETF Portfolio share: 0.98% Portfolio value: 2.98M Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.98%	2.98M	N/A	N/A	N/A	N/A Q3 2022
Vanguard Real Estate Index Fund Portfolio share: 0.82% Portfolio value: 2.48M Avg. open price: $108.78 Current price: $86.03 P/L: -20.91% Sold -10.50% shares Q3 2022	share	0.82%	2.48M	$108.78	$86.03	-20.91%	Sold -10.50% shares Q3 2022
Diagnostics & Research Thermo Fisher Scientific Inc. Portfolio share: 0.78% Portfolio value: 2.38M Avg. open price: $665.45 Current price: $557.21 P/L: -16.27% Sold -35.36% shares Q3 2022	share	0.78%	2.38M	$665.45	$557.21	-16.27%	Sold -35.36% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.68% Portfolio value: 2.07M Avg. open price: N/A Current price: $99.87 P/L: N/A Sold -3.32% shares Q2 2022	share	0.68%	2.07M	N/A	$99.87	N/A	Sold -3.32% shares Q2 2022
Software—Application Intuit Inc. Portfolio share: 0.67% Portfolio value: 2.05M Avg. open price: N/A Current price: $395.14 P/L: N/A Sold -30.27% shares Q3 2022	share	0.67%	2.05M	N/A	$395.14	N/A	Sold -30.27% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.60% Portfolio value: 1.83M Avg. open price: N/A Current price: $228.12 P/L: N/A N/A Q4 2021	share	0.60%	1.83M	N/A	$228.12	N/A	N/A Q4 2021
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.51% Portfolio value: 1.56M Avg. open price: $152.82 Current price: $156.13 P/L: +2.17% Bought +0.04% shares Q3 2022	share	0.51%	1.56M	$152.82	$156.13	+2.17%	Bought +0.04% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.50% Portfolio value: 1.53M Avg. open price: N/A Current price: $91.02 P/L: N/A Sold -8.23% shares Q3 2022	share	0.50%	1.53M	N/A	$91.02	N/A	Sold -8.23% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.50% Portfolio value: 1.51M Avg. open price: N/A Current price: $176.56 P/L: N/A N/A Q3 2022	share	0.50%	1.51M	N/A	$176.56	N/A	N/A Q3 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 0.47% Portfolio value: 1.44M Avg. open price: N/A Current price: $51.48 P/L: N/A Sold -14.34% shares Q3 2022	share	0.47%	1.44M	N/A	$51.48	N/A	Sold -14.34% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 0.47% Portfolio value: 1.44M Avg. open price: N/A Current price: $155.77 P/L: N/A N/A Q4 2021	share	0.47%	1.44M	N/A	$155.77	N/A	N/A Q4 2021
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.46% Portfolio value: 1.39M Avg. open price: N/A Current price: $122.43 P/L: N/A Sold -30.64% shares Q3 2022	share	0.46%	1.39M	N/A	$122.43	N/A	Sold -30.64% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.36% Portfolio value: 1.08M Avg. open price: $346.88 Current price: $367.34 P/L: +5.90% Bought +0.73% shares Q3 2022	share	0.36%	1.08M	$346.88	$367.34	+5.90%	Bought +0.73% shares Q3 2022
SPDR MSCI ACWI ex-US ETF Portfolio share: 0.35% Portfolio value: 1.05M Avg. open price: N/A Current price: $24.73 P/L: N/A N/A Q4 2021	share	0.35%	1.05M	N/A	$24.73	N/A	N/A Q4 2021
Schwab U.S. Large-Cap Value ETF Portfolio share: 0.34% Portfolio value: 1.04M Avg. open price: N/A Current price: $67.85 P/L: N/A N/A Q4 2021	share	0.34%	1.04M	N/A	$67.85	N/A	N/A Q4 2021
iShares Preferred and Income Securities ETF Portfolio share: 0.34% Portfolio value: 1.03M Avg. open price: N/A Current price: $31.75 P/L: N/A N/A Q4 2021	share	0.34%	1.03M	N/A	$31.75	N/A	N/A Q4 2021
SPDR Dow Jones Industrial Average ETF Trust Portfolio share: 0.31% Portfolio value: 934K Avg. open price: N/A Current price: $340.03 P/L: N/A Sold -28.63% shares Q3 2022	share	0.31%	934K	N/A	$340.03	N/A	Sold -28.63% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.25% Portfolio value: 749K Avg. open price: N/A Current price: $178.78 P/L: N/A Sold -6.21% shares Q2 2022	share	0.25%	749K	N/A	$178.78	N/A	Sold -6.21% shares Q2 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.24% Portfolio value: 742K Avg. open price: N/A Current price: $166.1 P/L: N/A Sold -32.91% shares Q3 2022	share	0.24%	742K	N/A	$166.1	N/A	Sold -32.91% shares Q3 2022
Oil & Gas E&P Devon Energy Corporation Portfolio share: 0.23% Portfolio value: 712K Avg. open price: N/A Current price: $66.55 P/L: N/A N/A Q3 2022	share	0.23%	712K	N/A	$66.55	N/A	N/A Q3 2022
iShares S&P 500 Value ETF Portfolio share: 0.22% Portfolio value: 683K Avg. open price: $155.72 Current price: $149.12 P/L: -4.24% Bought +0.02% shares Q2 2022	share	0.22%	683K	$155.72	$149.12	-4.24%	Bought +0.02% shares Q2 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.21% Portfolio value: 647K Avg. open price: N/A Current price: $400.01 P/L: N/A N/A Q4 2021	share	0.21%	647K	N/A	$400.01	N/A	N/A Q4 2021
Software—Infrastructure Microsoft Corporation Portfolio share: 0.21% Portfolio value: 643K Avg. open price: $335.39 Current price: $250.2 P/L: -25.40% Bought +0.15% shares Q3 2022	share	0.21%	643K	$335.39	$250.2	-25.40%	Bought +0.15% shares Q3 2022
Banks—Regional Pathfinder Bancorp, Inc. Portfolio share: 0.20% Portfolio value: 601K Avg. open price: N/A Current price: $19.31 P/L: N/A Sold -25.77% shares Q3 2022	share	0.20%	601K	N/A	$19.31	N/A	Sold -25.77% shares Q3 2022
Capital Markets The Charles Schwab Corporation Portfolio share: 0.20% Portfolio value: 599K Avg. open price: N/A Current price: $81.24 P/L: N/A Sold -5.49% shares Q2 2022	share	0.20%	599K	N/A	$81.24	N/A	Sold -5.49% shares Q2 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.19% Portfolio value: 570K Avg. open price: $58.4 Current price: $50.73 P/L: -13.13% Sold -27.73% shares Q3 2022	share	0.19%	570K	$58.4	$50.73	-13.13%	Sold -27.73% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.18% Portfolio value: 559K Avg. open price: N/A Current price: $182.45 P/L: N/A Sold -24.11% shares Q2 2022	share	0.18%	559K	N/A	$182.45	N/A	Sold -24.11% shares Q2 2022
Invesco S&P 500 Equal Weight ETF Portfolio share: 0.17% Portfolio value: 508K Avg. open price: N/A Current price: $146.06 P/L: N/A N/A Q4 2021	share	0.17%	508K	N/A	$146.06	N/A	N/A Q4 2021
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.16% Portfolio value: 494K Avg. open price: N/A Current price: $63.47 P/L: N/A Sold -2.68% shares Q2 2022	share	0.16%	494K	N/A	$63.47	N/A	Sold -2.68% shares Q2 2022
iShares Biotechnology ETF Portfolio share: 0.16% Portfolio value: 492K Avg. open price: $117.63 Current price: $135.49 P/L: +15.18% Bought +0.24% shares Q3 2022	share	0.16%	492K	$117.63	$135.49	+15.18%	Bought +0.24% shares Q3 2022
Semiconductors Microchip Technology Incorporated Portfolio share: 0.16% Portfolio value: 488K Avg. open price: N/A Current price: $76.58 P/L: N/A Sold -33.33% shares Q3 2022	share	0.16%	488K	N/A	$76.58	N/A	Sold -33.33% shares Q3 2022
Financial Select Sector SPDR Fund Portfolio share: 0.16% Portfolio value: 473K Avg. open price: N/A Current price: $35.04 P/L: N/A Sold -2.17% shares Q1 2022	share	0.16%	473K	N/A	$35.04	N/A	Sold -2.17% shares Q1 2022
Schwab International Equity ETF Portfolio share: 0.14% Portfolio value: 438K Avg. open price: $37.27 Current price: $33.33 P/L: -10.58% Bought +0.02% shares Q2 2022	share	0.14%	438K	$37.27	$33.33	-10.58%	Bought +0.02% shares Q2 2022
Biotechnology Alnylam Pharmaceuticals, Inc. Portfolio share: 0.14% Portfolio value: 426K Avg. open price: N/A Current price: $226.4 P/L: N/A Sold -0.37% shares Q2 2022	share	0.14%	426K	N/A	$226.4	N/A	Sold -0.37% shares Q2 2022
Discount Stores Target Corporation Portfolio share: 0.14% Portfolio value: 416K Avg. open price: N/A Current price: $154.93 P/L: N/A Sold -4.53% shares Q2 2022	share	0.14%	416K	N/A	$154.93	N/A	Sold -4.53% shares Q2 2022
Berkshire Hathaway 'B' Portfolio share: 0.14% Portfolio value: 416K Avg. open price: N/A Current price: N/A P/L: N/A Bought +8.57% shares Q2 2022	share	0.14%	416K	N/A	N/A	N/A	Bought +8.57% shares Q2 2022
Vanguard Developed Markets Index Fund Portfolio share: 0.14% Portfolio value: 414K Avg. open price: $48.37 Current price: $43.08 P/L: -10.93% Sold -4.94% shares Q3 2022	share	0.14%	414K	$48.37	$43.08	-10.93%	Sold -4.94% shares Q3 2022
Vanguard S&P 500 Growth Index Fund Portfolio share: 0.13% Portfolio value: 409K Avg. open price: N/A Current price: $224.08 P/L: N/A N/A Q4 2021	share	0.13%	409K	N/A	$224.08	N/A	N/A Q4 2021
Dimensional US Small Cap Value ETF Portfolio share: 0.13% Portfolio value: 402K Avg. open price: N/A Current price: $25.64 P/L: N/A N/A Q3 2022	share	0.13%	402K	N/A	$25.64	N/A	N/A Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.13% Portfolio value: 394K Avg. open price: $155.73 Current price: $95.93 P/L: -38.40% Bought +0.10% shares Q3 2022	share	0.13%	394K	$155.73	$95.93	-38.40%	Bought +0.10% shares Q3 2022
iShares Russell 2000 Value ETF Portfolio share: 0.13% Portfolio value: 394K Avg. open price: $161.4 Current price: $145.61 P/L: -9.78% Bought +0.03% shares Q2 2022	share	0.13%	394K	$161.4	$145.61	-9.78%	Bought +0.03% shares Q2 2022
iShares S&P 500 Growth ETF Portfolio share: 0.12% Portfolio value: 362K Avg. open price: N/A Current price: $62.16 P/L: N/A N/A Q4 2021	share	0.12%	362K	N/A	$62.16	N/A	N/A Q4 2021
Vanguard Emerging Markets Stock Index Fund Portfolio share: 0.11% Portfolio value: 347K Avg. open price: $41.65 Current price: $40.26 P/L: -3.34% Bought +0.02% shares Q3 2022	share	0.11%	347K	$41.65	$40.26	-3.34%	Bought +0.02% shares Q3 2022
iShares S&P Small-Cap 600 Value ETF Portfolio share: 0.10% Portfolio value: 317K Avg. open price: N/A Current price: $95.35 P/L: N/A N/A Q4 2021	share	0.10%	317K	N/A	$95.35	N/A	N/A Q4 2021
Staffing & Employment Services Korn Ferry Portfolio share: 0.10% Portfolio value: 316K Avg. open price: N/A Current price: $55.48 P/L: N/A N/A Q4 2021	share	0.10%	316K	N/A	$55.48	N/A	N/A Q4 2021
FlexShares Morningstar Global Upstream Natural Resources Index Fund Portfolio share: 0.10% Portfolio value: 311K Avg. open price: N/A Current price: $44.18 P/L: N/A N/A Q4 2021	share	0.10%	311K	N/A	$44.18	N/A	N/A Q4 2021
iShares Core S&P 500 ETF Portfolio share: 0.09% Portfolio value: 270K Avg. open price: N/A Current price: $401.35 P/L: N/A N/A Q4 2021	share	0.09%	270K	N/A	$401.35	N/A	N/A Q4 2021
Schwab U.S. Broad Market ETF Portfolio share: 0.08% Portfolio value: 253K Avg. open price: N/A Current price: $46.84 P/L: N/A N/A Q4 2021	share	0.08%	253K	N/A	$46.84	N/A	N/A Q4 2021
Oil & Gas Refining & Marketing Star Group, L.P. Portfolio share: 0.08% Portfolio value: 245K Avg. open price: N/A Current price: $8.71 P/L: N/A N/A Q4 2021	share	0.08%	245K	N/A	$8.71	N/A	N/A Q4 2021
Industrial Select Sector SPDR Fund Portfolio share: 0.08% Portfolio value: 239K Avg. open price: N/A Current price: $100.62 P/L: N/A N/A Q4 2021	share	0.08%	239K	N/A	$100.62	N/A	N/A Q4 2021
iShares Core S&P Mid-Cap ETF Portfolio share: 0.08% Portfolio value: 235K Avg. open price: N/A Current price: $250.71 P/L: N/A N/A Q4 2021	share	0.08%	235K	N/A	$250.71	N/A	N/A Q4 2021
Information Technology Services International Business Machines Corporation Portfolio share: 0.07% Portfolio value: 224K Avg. open price: $141.19 Current price: $147.41 P/L: +4.41% Bought +0.59% shares Q3 2022	share	0.07%	224K	$141.19	$147.41	+4.41%	Bought +0.59% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.07% Portfolio value: 208K Avg. open price: $280.28 Current price: $287.73 P/L: +2.66% Bought +3.32% shares Q3 2022	share	0.07%	208K	$280.28	$287.73	+2.66%	Bought +3.32% shares Q3 2022
iShares Russell 2000 Growth ETF Portfolio share: 0.07% Portfolio value: 205K Avg. open price: N/A Current price: $224.66 P/L: N/A N/A Q4 2021	share	0.07%	205K	N/A	$224.66	N/A	N/A Q4 2021
Invesco S&P 500 Equal Weight Technology ETF Portfolio share: 0.07% Portfolio value: 200K Avg. open price: N/A Current price: $256.62 P/L: N/A N/A Q4 2021	share	0.07%	200K	N/A	$256.62	N/A	N/A Q4 2021
Lions Gate Entertainment Corp Registered SHS -B- Non-Voting Portfolio share: 0.02% Portfolio value: 74K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q4 2021	share	0.02%	74K	N/A	N/A	N/A	N/A Q4 2021
Biotechnology CytoDyn Inc. Portfolio share: 0.00% Portfolio value: 10K Avg. open price: N/A Current price: $0.35 P/L: N/A N/A Q4 2021	share	0.00%	10K	N/A	$0.35	N/A	N/A Q4 2021
Vitasoy Intl HLDGS Ordf Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Aerospace & Defense Lockheed Martin Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $353.58 Current price: $490.67 P/L: +38.77% Sold -100.00% shares Q3 2022	share	0.00%	0	$353.58	$490.67	+38.77%	Sold -100.00% shares Q3 2022
Kayne Anderson Real Estate Debt Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
iShares Russell 2000 ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $214.1 Current price: $182.83 P/L: -14.61% Sold -100.00% shares Q3 2022	share	0.00%	0	$214.1	$182.83	-14.61%	Sold -100.00% shares Q3 2022
Asset Management Nuveen California AMT-Free Quality Municipal Income Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $12.19 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$12.19	N/A	Sold -100.00% shares Q3 2022
REIT—Retail Phillips Edison & Company, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $32.06 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$32.06	N/A	Sold -100.00% shares Q3 2022
Auto Manufacturers Proterra Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $5.2 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$5.2	N/A	Sold -100.00% shares Q3 2022
iShares S&P 100 ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $213.83 Current price: $179.26 P/L: -16.17% Sold -100.00% shares Q3 2022	share	0.00%	0	$213.83	$179.26	-16.17%	Sold -100.00% shares Q3 2022
SPDR S&P MIDCAP 400 ETF Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $458.44 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$458.44	N/A	Sold -100.00% shares Q3 2022
Grom Social Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Entertainment Endeavor Group Holdings, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $21.86 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$21.86	N/A	Sold -100.00% shares Q3 2022
Asset Management Eaton Vance Tax-Managed Diversified Equity Income Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $14.59 Current price: $11.65 P/L: -20.14% Sold -100.00% shares Q3 2022	share	0.00%	0	$14.59	$11.65	-20.14%	Sold -100.00% shares Q3 2022
Asset Management Blackstone Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $128.42 Current price: $81.97 P/L: -36.17% Sold -100.00% shares Q3 2022	share	0.00%	0	$128.42	$81.97	-36.17%	Sold -100.00% shares Q3 2022
Aerospace & Defense Archer Aviation Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $2.33 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$2.33	N/A	Sold -100.00% shares Q3 2022
Ascendas Real Esta Ordf Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $48.11 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$48.11	N/A	Sold -100.00% shares Q3 2022

Showing TOP 84 MONOGRAPH WEALTH ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of MONOGRAPH WEALTH ADVISORS, LLC?

The biggest position of the MONOGRAPH WEALTH ADVISORS, LLC is Dimensional U.S. Core Equity 2 ETF (DFAC) with 33.08% portfolio share worth of 100.9M US dollars.

Top 5 MONOGRAPH WEALTH ADVISORS's holdings represent 74.98% of the portfolio:

Dimensional U.S. Core Equity 2 ETF (DFAC) – 33.08%
Dimensional World ex US Core Equity ETF () – 22.7%
Apple Inc. (AAPL) – 7.44%
Dimensional US Marketwide Value ETF (DFUV) – 6.69%
Dimensional U.S. Targeted Value ETF (DFAT) – 5.07%

Who is the portfolio manager of MONOGRAPH WEALTH ADVISORS, LLC?

The portfolio manager of the MONOGRAPH WEALTH ADVISORS, LLC is .

What is the total asset value of the MONOGRAPH WEALTH ADVISORS, LLC portfolio?

MONOGRAPH WEALTH ADVISORS, LLC total asset value (portfolio value) is 305.03M US dollars.

Who is ?

is the portfolio manager of the MONOGRAPH WEALTH ADVISORS, LLC.

What is (MONOGRAPH WEALTH ADVISORS, LLC) fund performance?

MONOGRAPH WEALTH ADVISORS's quarterly performance is -34.87%, annualy 0.00%.

What is the MONOGRAPH WEALTH ADVISORS, LLC CIK?

MONOGRAPH WEALTH ADVISORS's Central Index Key is 0001776588 .