$121 Million is the total value of MONUMENTAL FINANCIAL GROUP INC.'s 58 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $8,432,000 | -37.8% | 108,235 | -35.5% | 6.97% | -28.2% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $7,920,000 | -47.8% | 125,897 | -44.8% | 6.55% | -39.7% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $2,853,000 | -75.0% | 33,162 | -73.0% | 2.36% | -71.1% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $488,000 | -96.1% | 8,039 | -95.9% | 0.40% | -95.5% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $469,000 | -15.2% | 4,841 | -7.0% | 0.39% | -2.0% |
| MUB | Sell | ISHARES TRnational mun etf | $413,000 | -87.8% | 3,767 | -87.0% | 0.34% | -85.9% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $304,000 | -21.4% | 1,278 | -15.9% | 0.25% | -9.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $279,000 | -8.2% | 100 | -4.8% | 0.23% | +6.0% |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -6,600 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
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.