$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 106.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| T | Exit | AT&T INC | $0 | – | -13 | -100.0% | 0.00% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -1 | -100.0% | 0.00% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -15 | -100.0% | -0.00% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -20 | -100.0% | -0.00% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -40 | -100.0% | -0.00% | – |
| Exit | CVENT HOLDING CORP | $0 | – | -625 | -100.0% | -0.00% | – | |
| CSCO | Exit | CISCO SYS INC | $0 | – | -76 | -100.0% | -0.00% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -85 | -100.0% | -0.00% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -17 | -100.0% | -0.00% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -72 | -100.0% | -0.01% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -70 | -100.0% | -0.01% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -32 | -100.0% | -0.01% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -133 | -100.0% | -0.01% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -52 | -100.0% | -0.01% | – |
| KOMP | Exit | SPDR SER TRs&p kensho new | $0 | – | -191 | -100.0% | -0.01% | – |
| LIT | Exit | GLOBAL X FDSlithium btry etf | $0 | – | -146 | -100.0% | -0.01% | – |
| SPMB | Exit | SPDR SER TRportfli mortgage | $0 | – | -550 | -100.0% | -0.01% | – |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -308 | -100.0% | -0.02% | – |
| GXTG | Exit | GLOBAL X FDSthmatc gwt etf | $0 | – | -728 | -100.0% | -0.02% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -254 | -100.0% | -0.02% | – |
| NANR | Exit | SPDR INDEX SHS FDSs&p north amer | $0 | – | -521 | -100.0% | -0.02% | – |
| V | Exit | VISA INC | $0 | – | -160 | -100.0% | -0.03% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -315 | -100.0% | -0.03% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -320 | -100.0% | -0.03% | – |
| SPHY | Exit | SPDR SER TRportfli high yld | $0 | – | -1,695 | -100.0% | -0.04% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -320 | -100.0% | -0.04% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -200 | -100.0% | -0.04% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -224 | -100.0% | -0.05% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -220 | -100.0% | -0.06% | – |
| XT | Exit | ISHARES TRexponential tech | $0 | – | -1,853 | -100.0% | -0.09% | – |
| SDG | Exit | ISHARES TRmsci gbl sus dev | $0 | – | -1,724 | -100.0% | -0.12% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -7,275 | -100.0% | -0.13% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -971 | -100.0% | -0.13% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -813 | -100.0% | -0.19% | – |
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.