News + Filings Holdings
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MONOGRAPH WEALTH ADVISORS, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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THERMO FISHER SCIENTIFIC INC.
| TMO | Common | 4,708 | -2,575 | 2,389,000 | -1,570,000 | 0.78 | 0.00 |
Hist
| 09/30/2022 |
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Meta Platforms, Inc.
| FB | Common | 10,289 | -4,546 | 1,396,000 | -996,000 | 0.46 | 0.00 |
Hist
| 09/30/2022 |
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INTUIT INC.
| INTU | Common | 5,307 | -2,304 | 2,056,000 | -878,000 | 0.67 | 0.00 |
Hist
| 09/30/2022 |
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Apple Inc.
| AAPL | Common | 164,121 | -7,711 | 22,682,000 | -811,000 | 7.44 | 0.00 |
Hist
| 09/30/2022 |
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VANGUARD INDEX FUNDS
| VNQ | ETF | 31,016 | -3,640 | 2,487,000 | -671,000 | 0.82 | |
Hist
| 09/30/2022 |
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NVIDIA CORP
| NVDA | Common | 6,115 | -3,000 | 742,000 | -640,000 | 0.24 | 0.00 |
Hist
| 09/30/2022 |
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SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
| DIA | FD | 3,241 | -1,300 | 934,000 | -467,000 | 0.31 | |
Hist
| 09/30/2022 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 32,565 | -5,450 | 1,445,000 | -454,000 | 0.47 | |
Hist
| 09/30/2022 |
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PFIZER INC
| PFE | Common | 13,032 | -5,000 | 570,000 | -375,000 | 0.19 | 0.00 |
Hist
| 09/30/2022 |
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MICROCHIP TECHNOLOGY INC
| MCHP | Common | 8,000 | -4,000 | 488,000 | -209,000 | 0.16 | 0.00 |
Hist
| 09/30/2022 |
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PATHFINDER BANCORP INC
| PBHC | COM | 29,526 | -10,252 | 601,000 | -192,000 | 0.20 | |
Hist
| 09/30/2022 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 11,399 | -593 | 414,000 | -75,000 | 0.14 | |
Hist
| 09/30/2022 |
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AMAZON COM INC
| AMZN | Common | 13,600 | -1,220 | 1,537,000 | -37,000 | 0.50 | 0.00 |
Hist
| 09/30/2022 |
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