$216 Million is the total value of Monument Capital Management's 92 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJR | New | ISHARES TRcore s&p scp etf | $4,935,000 | – | 53,701 | +100.0% | 2.28% | – |
| VOO | New | VANGUARD INDEX FDS | $4,552,000 | – | 13,246 | +100.0% | 2.10% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $3,927,000 | – | 24,346 | +100.0% | 1.82% | – |
| CVS | New | CVS HEALTH CORP | $2,154,000 | – | 31,530 | +100.0% | 1.00% | – |
| ABBV | New | ABBVIE INC | $793,000 | – | 7,397 | +100.0% | 0.37% | – |
| BOH | New | BANK HAWAII CORP | $719,000 | – | 9,385 | +100.0% | 0.33% | – |
| REM | New | ISHARES TRmortge rel etf | $649,000 | – | 20,378 | +100.0% | 0.30% | – |
| NEE | New | NEXTERA ENERGY INC | $207,000 | – | 2,681 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 24 | Q3 2023 | 3.3% |
| WASTE MGMT INC DEL | 24 | Q3 2023 | 1.8% |
| CATERPILLAR INC DEL | 24 | Q3 2023 | 2.1% |
| HOME DEPOT INC | 24 | Q3 2023 | 1.6% |
| SERVICE CORP INTL | 24 | Q3 2023 | 1.4% |
| THERMO FISHER SCIENTIFIC INC | 24 | Q3 2023 | 1.8% |
| HENRY JACK & ASSOC INC | 24 | Q3 2023 | 1.8% |
| SYNOPSYS INC | 24 | Q3 2023 | 2.1% |
| EATON CORP PLC | 24 | Q3 2023 | 1.6% |
| APPLE INC | 24 | Q3 2023 | 2.1% |
View Monument Capital Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-18 |
View Monument Capital Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.