| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE S&P500 ETF | 14 | Q2 2024 | 18.3% |
| ISHARES TRUST MSCI USA QUALITY FACTOR ETF | 14 | Q2 2024 | 13.1% |
| VANGUARD WORLD FDS | 14 | Q2 2024 | 12.2% |
| VANGUARD SCOTTSDALE FDS | 14 | Q2 2024 | 18.8% |
| VANGUARD SHORT TRM BOND ETF | 14 | Q2 2024 | 10.4% |
| FIDELITY COVINGTON TRUST MSCI CONSM DIS ETF | 14 | Q2 2024 | 8.1% |
| VANGUARD SHORT TERM TREAS ETF | 14 | Q2 2024 | 9.5% |
| VANGUARD WORLD FDS | 14 | Q2 2024 | 5.6% |
| FIDELITY COVINGTON TRUST MSCI HLTH CARE I ETF | 14 | Q2 2024 | 6.3% |
| FIDELITY COVINGTON TRUST MSCI UTILS INDEX ETF | 14 | Q2 2024 | 4.2% |
View MONUMENTAL FINANCIAL GROUP INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-28 |
View MONUMENTAL FINANCIAL GROUP INC.'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.