$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAU | New | DIMENSIONAL ETF TRUSTus core eqt mkt | $4,646,000 | – | 175,802 | +100.0% | 4.27% | – |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $1,547,000 | – | 24,278 | +100.0% | 1.42% | – |
| 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% | – |
| 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% | – |
| 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% | – |
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.