$109 Million is the total value of MONUMENTAL FINANCIAL GROUP INC.'s 37 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 108.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $10,160,000 | +1.5% | 172,618 | +2.1% | 9.34% | +12.7% |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $7,237,000 | +1.2% | 147,095 | +1.6% | 6.65% | +12.4% |
| DFAU | New | DIMENSIONAL ETF TRUSTus core eqt mkt | $4,646,000 | – | 175,802 | +100.0% | 4.27% | – |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $2,714,000 | -4.9% | 33,914 | +2.3% | 2.49% | +5.7% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $2,108,000 | +7.6% | 11,375 | +13.7% | 1.94% | +19.6% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $1,883,000 | +8.5% | 31,032 | +17.4% | 1.73% | +20.6% |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $1,547,000 | – | 24,278 | +100.0% | 1.42% | – |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $1,376,000 | -3.2% | 21,733 | +10.3% | 1.26% | +7.6% |
| FLOT | New | ISHARES TRfltg rate nt etf | $1,236,000 | – | 24,767 | +100.0% | 1.14% | – |
| IYC | New | ISHARES TRus consum discre | $1,217,000 | – | 21,448 | +100.0% | 1.12% | – |
| New | DIMENSIONAL ETF TRUSTintl core equity | $1,097,000 | – | 50,963 | +100.0% | 1.01% | – | |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $912,000 | – | 3,255 | +100.0% | 0.84% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $582,000 | +108.6% | 266 | +166.0% | 0.54% | +131.6% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $553,000 | +17.9% | 6,852 | +41.5% | 0.51% | +30.9% |
| MSFT | Buy | MICROSOFT CORP | $428,000 | +1428.6% | 1,667 | +1752.2% | 0.39% | +1608.7% |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $421,000 | – | 19,598 | +100.0% | 0.39% | – |
| NKE | New | NIKE INCcl b | $394,000 | – | 3,854 | +100.0% | 0.36% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $391,000 | – | 1,069 | +100.0% | 0.36% | – |
| PYPL | New | PAYPAL HLDGS INC | $385,000 | – | 5,519 | +100.0% | 0.35% | – |
| AMZN | Buy | AMAZON COM INC | $365,000 | +2707.7% | 3,435 | +85775.0% | 0.34% | +2945.5% |
| WM | Buy | WASTE MGMT INC DEL | $357,000 | -3.0% | 2,333 | +0.4% | 0.33% | +7.9% |
| FB | New | META PLATFORMS INCcl a | $353,000 | – | 2,187 | +100.0% | 0.32% | – |
| RNG | New | RINGCENTRAL INCcl a | $339,000 | – | 6,482 | +100.0% | 0.31% | – |
| USMV | New | ISHARES TRmsci usa min vol | $282,000 | – | 4,010 | +100.0% | 0.26% | – |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $253,000 | -16.8% | 1,284 | +0.5% | 0.23% | -7.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-28
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.