Monumental Financial Group

Monumental Financial Group as of Sept. 30, 2022

Portfolio Holdings for Monumental Financial Group

Monumental Financial Group holds 32 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 17.0 $18M 50k 358.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 9.5 $10M 174k 57.79
Ishares Tr Msci Usa Qlt Fct (QUAL) 9.0 $9.5M 92k 103.94
Vanguard World Fds Inf Tech Etf (VGT) 8.3 $8.7M 29k 307.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.9 $8.3M 112k 74.82
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 7.0 $7.3M 150k 48.95
Fidelity Covington Trust Msci Consm Dis (FDIS) 6.7 $7.0M 116k 60.86
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.4 $6.8M 116k 58.31
Ishares Tr Msci Usa Mmentm (MTUM) 5.5 $5.8M 44k 131.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.9 $5.1M 183k 28.13
Ishares Tr Self Drivng Ev (IDRV) 2.5 $2.7M 79k 33.44
Vanguard World Fds Consum Stp Etf (VDC) 2.4 $2.5M 15k 171.80
Fidelity Covington Trust Msci Hlth Care I (FHLC) 2.3 $2.4M 42k 57.66
Fidelity Covington Trust Msci Utils Index (FUTY) 1.8 $1.9M 46k 42.22
Ishares Tr Msci Eafe Min Vl (EFAV) 1.5 $1.6M 28k 57.02
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.1 $1.1M 23k 50.28
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $818k 11k 75.67
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $603k 9.1k 66.14
Microsoft Corporation (MSFT) 0.5 $498k 2.1k 232.71
Alphabet Cap Stk Cl C (GOOG) 0.5 $485k 5.0k 96.10
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $461k 6.1k 75.92
Paypal Holdings (PYPL) 0.4 $449k 5.2k 86.08
Nike CL B (NKE) 0.4 $414k 5.0k 83.08
Adobe Systems Incorporated (ADBE) 0.4 $410k 1.5k 275.17
Waste Management (WM) 0.4 $375k 2.3k 160.39
Amazon (AMZN) 0.4 $371k 3.3k 112.94
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $363k 7.0k 51.78
Ishares Tr National Mun Etf (MUB) 0.3 $327k 3.2k 102.48
Meta Platforms Cl A (META) 0.3 $285k 2.1k 135.46
Ringcentral Cl A (RNG) 0.2 $255k 6.4k 40.02
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $237k 1.3k 187.95
Eli Lilly & Co. (LLY) 0.2 $204k 632.00 322.78