$150 Million is the total value of MONUMENTAL FINANCIAL GROUP INC.'s 42 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -11,432 | -100.0% | -0.56% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -11,535 | -100.0% | -0.58% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -9,051 | -100.0% | -2.25% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -124,849 | -100.0% | -3.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
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.