$117 Million is the total value of MONUMENTAL FINANCIAL GROUP INC.'s 21 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $22,553,000 | +13.7% | 47,281 | +2.7% | 16.16% | +2.0% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $15,161,000 | +6.3% | 228,081 | +8.1% | 10.86% | -4.6% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $14,898,000 | +13.1% | 102,350 | +2.3% | 10.67% | +1.4% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $13,564,000 | +4.6% | 167,809 | +6.0% | 9.72% | -6.2% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $12,424,000 | +4.9% | 197,547 | +4.3% | 8.90% | -5.9% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $11,823,000 | +22.4% | 25,804 | +7.2% | 8.47% | +9.8% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $11,395,000 | +3.4% | 122,840 | +5.3% | 8.16% | -7.2% |
| FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $9,169,000 | +12.9% | 103,865 | +2.7% | 6.57% | +1.3% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $7,300,000 | +6.1% | 40,148 | +2.5% | 5.23% | -4.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $6,730,000 | +5.0% | 173,136 | +4.5% | 4.82% | -5.9% |
| MUB | Buy | ISHARES TRnational mun etf | $3,380,000 | +12.0% | 29,067 | +11.9% | 2.42% | +0.4% |
| IDRV | Buy | ISHARES TRself drivng ev | $3,212,000 | +15.7% | 59,225 | +2.7% | 2.30% | +3.7% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $1,733,000 | +89.4% | 8,668 | +69.9% | 1.24% | +69.9% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $1,447,000 | +85.0% | 21,074 | +72.0% | 1.04% | +65.9% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $1,193,000 | +74.9% | 15,546 | +71.7% | 0.86% | +56.9% |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $1,154,000 | +107.2% | 24,903 | +83.9% | 0.83% | +85.8% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $553,000 | +5.7% | 5,208 | -4.4% | 0.40% | -5.3% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $519,000 | -8.1% | 8,533 | -7.2% | 0.37% | -17.5% |
| VO | VANGUARD INDEX FDSmid cap etf | $387,000 | +7.5% | 1,520 | 0.0% | 0.28% | -3.8% | |
| WM | Buy | WASTE MGMT INC DEL | $349,000 | +12.2% | 2,089 | +0.3% | 0.25% | +0.8% |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $339,000 | – | 6,600 | +100.0% | 0.24% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $304,000 | +13.9% | 105 | +5.0% | 0.22% | +2.3% |
| HD | Exit | HOME DEPOT INC | $0 | – | -834 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE S&P500 ETF | 11 | Q3 2023 | 18.3% |
| ISHARES TRUST MSCI USA QUALITY FACTOR ETF | 11 | Q3 2023 | 12.1% |
| VANGUARD SCOTTSDALE FDS | 11 | Q3 2023 | 18.8% |
| VANGUARD WORLD FDS | 11 | Q3 2023 | 10.9% |
| VANGUARD SHORT TRM BOND ETF | 11 | Q3 2023 | 10.4% |
| VANGUARD SHORT TERM TREAS ETF | 11 | Q3 2023 | 9.5% |
| FIDELITY COVINGTON TRUST MSCI CONSM DIS ETF | 11 | Q3 2023 | 7.2% |
| VANGUARD SCOTTSDALE FDS | 11 | Q3 2023 | 10.2% |
| ISHARES TRUST MSCI USA MOMENTUM FACTOR ETF | 11 | Q3 2023 | 7.7% |
| VANGUARD WORLD FDS | 11 | Q3 2023 | 5.6% |
View MONUMENTAL FINANCIAL GROUP INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-07 |
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.