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Monetary Solutions

Latest statistics and disclosures from Monetary Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, SCHM, SCHX, FLOT, SCHA, and represent 42.14% of Monetary Solutions's stock portfolio.
Added to shares of these 10 stocks: VYM, DGRO, FDVV, JVAL, VBK, VO, XMMO, VBR, FSLR, MSFT.
Started 7 new stock positions in XLF, SCLX, DE, JVAL, AVEM, WAT, VSNT.
Reduced shares in these 10 stocks: SCHD, FMAY, SCHA, SCHM, IJR, SCHV, FLOT, IWR, AVUV, JNJ.
Sold out of its positions in EW, HI, IJR, SOLV.
Monetary Solutions was a net buyer of stock by $1.5M.
Monetary Solutions has $104M in assets under management (AUM), dropping by 1.93%.
Central Index Key (CIK): 0002112370

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Portfolio Holdings for Monetary Solutions

Monetary Solutions holds 318 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Us Dividend Equity Etf Etf (SCHD)	12.0	$12M	-7%	403k	30.68	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	9.0	$9.3M		300k	30.96	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	7.6	$7.8M		306k	25.64	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	6.9	$7.2M		141k	50.95	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	6.7	$6.9M		238k	29.08	View chart
Apple Stock (AAPL)	4.1	$4.3M		17k	253.79	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	3.9	$4.0M		138k	29.13	View chart
Jpmorgan Chase & Co Stock (JPM)	3.9	$4.0M		14k	294.16	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	3.5	$3.6M		144k	24.98	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	3.1	$3.2M		18k	184.28	View chart
Vanguard Small Cap Value Etf Etf (VBR)	2.3	$2.4M	+4%	11k	217.24	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	2.2	$2.3M	+5%	16k	145.02	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	2.0	$2.1M	-2%	68k	30.50	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	1.7	$1.7M		18k	94.24	View chart
Abbvie Stock (ABBV)	1.6	$1.7M		7.7k	217.49	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	1.2	$1.3M		52k	24.72	View chart
Schwab International Equity Etf Etf (SCHF)	1.2	$1.2M		50k	24.75	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.1	$1.1M	+188%	7.7k	148.10	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.1	$1.1M		18k	62.56	View chart
Johnson & Johnson Stock (JNJ)	1.0	$1.1M	-2%	4.3k	244.42	View chart
Flowserve Corp Stock (FLS)	0.9	$944k		13k	73.51	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.8	$875k	+2%	1.5k	577.34	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.8	$796k	+29%	2.6k	302.25	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.8	$791k	+3%	8.1k	97.91	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.8	$782k		28k	27.85	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.7	$747k	-4%	6.8k	110.47	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.6	$642k	+53705%	9.1k	70.18	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.6	$637k		8.0k	79.27	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.6	$572k	+2%	5.2k	110.86	View chart
Microsoft Corp Stock (MSFT)	0.5	$564k	+13%	1.5k	370.12	View chart
Vanguard Mid-cap Etf Etf (VO)	0.5	$541k	+30%	1.9k	287.18	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.5	$538k	+12%	11k	48.93	View chart
Abbott Laboratories Stock (ABT)	0.5	$538k		5.2k	102.67	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.5	$533k	+1976%	9.7k	55.24	View chart
Emerson Elec Stock (EMR)	0.5	$485k		3.7k	131.02	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.5	$473k		728.00	650.34	View chart
Tractor Supply Stock (TSCO)	0.4	$425k		9.4k	45.30	View chart
Vaneck Retail Etf Etf (RTH)	0.4	$408k	+8%	1.6k	250.89	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$399k		2.4k	169.65	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$371k		531.00	697.72	View chart
Vanguard Health Care Etf Etf (VHT)	0.3	$346k	+5%	1.3k	272.33	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.3	$317k		4.0k	78.77	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$298k		456.00	653.21	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.3	$296k	+16%	7.9k	37.20	View chart
Spdr Gold Shares Etf (GLD)	0.3	$285k		663.00	430.29	View chart
Amazon Stock (AMZN)	0.3	$279k	+8%	1.3k	208.27	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$249k	+13%	416.00	597.55	View chart
Merck & Co Stock (MRK)	0.2	$247k		2.0k	120.29	View chart
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL)	0.2	$240k	NEW	4.9k	48.86	View chart
Southern Stock (SO)	0.2	$240k		2.5k	96.52	View chart
Cisco Sys Stock (CSCO)	0.2	$235k		3.0k	77.58	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$214k	-3%	818.00	261.99	View chart
International Business Machs Stock (IBM)	0.2	$209k		860.00	242.39	View chart
Walmart Stock (WMT)	0.2	$204k		1.6k	124.30	View chart
Oracle Corp Stock (ORCL)	0.2	$198k		1.3k	147.11	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$194k		1.5k	132.90	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$187k		439.00	426.40	View chart
Pepsico Stock (PEP)	0.2	$185k		1.2k	155.26	View chart
American Express Stock (AXP)	0.2	$182k		600.00	302.48	View chart
Mcdonalds Corp Stock (MCD)	0.2	$177k		569.00	310.79	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$174k		604.00	287.66	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$170k		444.00	383.40	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.2	$161k		5.1k	31.66	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$159k	+24%	619.00	257.35	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$155k		483.00	320.81	View chart
Nvidia Corporation Stock (NVDA)	0.1	$151k		865.00	174.40	View chart
State Street Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX)	0.1	$150k		2.8k	53.03	View chart
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY)	0.1	$146k	-61%	2.8k	52.80	View chart
Kinross Gold Corp Stock (KGC)	0.1	$144k		4.7k	30.52	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$134k		4.7k	28.72	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.1	$132k	-7%	2.9k	44.87	View chart
Intel Corp Stock (INTC)	0.1	$130k		2.9k	44.13	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$127k		3.4k	37.84	View chart
Amgen Stock (AMGN)	0.1	$126k		359.00	351.85	View chart
Eli Lilly & Co Stock (LLY)	0.1	$120k		130.00	919.77	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$115k	+2%	240.00	479.20	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.1	$111k	+20%	3.1k	35.59	View chart
Oreilly Automotive Stock (ORLY)	0.1	$111k		1.2k	92.31	View chart
Unitedhealth Group Stock (UNH)	0.1	$108k	+136%	399.00	270.59	View chart
Alliant Energy Corp Stock (LNT)	0.1	$105k		1.5k	71.76	View chart
Broadcom Stock (AVGO)	0.1	$101k		325.00	309.51	View chart
American Elec Pwr Stock (AEP)	0.1	$98k		750.00	131.08	View chart
Disney Walt Stock (DIS)	0.1	$98k		1.0k	96.38	View chart
Barrick Mng Corp Stock (B)	0.1	$98k		2.4k	40.79	View chart
Newmont Corp Stock (NEM)	0.1	$96k		884.00	108.24	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$94k		1.5k	61.26	View chart
At&t Stock (T)	0.1	$92k		3.2k	28.99	View chart
Coca Cola Stock (KO)	0.1	$91k		1.2k	76.05	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$89k	-27%	914.00	97.19	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$88k	+30%	1.0k	84.84	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$85k		1.4k	60.65	View chart
First Solar Stock (FSLR)	0.1	$83k	+546%	420.00	197.26	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$82k		136.00	604.39	View chart
Applied Matls Stock (AMAT)	0.1	$81k		236.00	341.79	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.1	$80k		1.3k	63.95	View chart
Ardent Health Stock (ARDT)	0.1	$77k		9.0k	8.56	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$76k		526.00	144.71	View chart
Defiance Quantum Etf Etf (QTUM)	0.1	$75k		700.00	107.30	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$75k		495.00	151.41	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$70k		1.2k	58.80	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$68k		903.00	75.10	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.1	$65k		1.5k	42.31	View chart
Yum Brands Stock (YUM)	0.1	$65k		418.00	155.48	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.1	$64k		717.00	89.82	View chart
Ge Aerospace Stock (GE)	0.1	$63k		222.00	284.38	View chart
Rtx Corporation Stock (RTX)	0.1	$63k	-3%	324.00	192.90	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$63k		635.00	98.38	View chart
Snap On Stock (SNA)	0.1	$62k		170.00	363.22	View chart
Autonation Stock (AN)	0.1	$61k		310.00	195.26	View chart
Wells Fargo & Co Stock (WFC)	0.1	$59k		740.00	79.61	View chart
Gilead Sciences Stock (GILD)	0.1	$58k		416.00	139.37	View chart
Ameriprise Finl Stock (AMP)	0.1	$55k		124.00	444.40	View chart
Booking Holdings Stock (BKNG)	0.1	$55k		13.00	4210.31	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$55k		512.00	106.47	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$54k		271.00	198.29	View chart
Duke Energy Corp Stock (DUK)	0.1	$53k		401.00	130.94	View chart
Gaming & Leisure P Reit (GLPI)	0.1	$52k		1.2k	44.37	View chart
Proshares Ultra Qqq Etf (QLD)	0.0	$51k		840.00	61.00	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$49k	+6%	85.00	572.13	View chart
Ge Vernova Stock (GEV)	0.0	$47k		54.00	872.91	View chart
Procter & Gamble Stock (PG)	0.0	$47k		326.00	144.44	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$47k		198.00	237.62	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$46k		460.00	99.86	View chart
Home Depot Stock (HD)	0.0	$46k		139.00	328.89	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$45k		152.00	292.75	View chart
Caterpillar Stock (CAT)	0.0	$44k		61.00	712.33	View chart
Cvs Health Corp Stock (CVS)	0.0	$43k		600.00	71.82	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.0	$42k		630.00	67.12	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$42k	+34%	235.00	179.84	View chart
T-mobile Us Stock (TMUS)	0.0	$42k		200.00	210.03	View chart
Us Bancorp Stock (USB)	0.0	$42k		800.00	52.01	View chart
Vanguard Value Etf Etf (VTV)	0.0	$41k		211.00	196.20	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$38k		345.00	111.18	View chart
Ensign Group Stock (ENSG)	0.0	$34k		170.00	201.50	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$33k		276.00	118.45	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$33k		65.00	499.66	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$31k		1.1k	28.71	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$31k		240.00	128.12	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$31k		338.00	90.42	View chart
Totalenergies Se Act Stock (TTE)	0.0	$30k		332.00	90.98	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$30k		529.00	56.68	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$30k		360.00	82.75	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$30k		306.00	96.62	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$29k		200.00	146.28	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$29k		620.00	46.46	View chart
Ishares Gold Trust Etf (IAU)	0.0	$29k		326.00	88.16	View chart
Royal Caribbean Group Stock (RCL)	0.0	$28k		103.00	275.18	View chart
Altria Group Stock (MO)	0.0	$27k		413.00	65.99	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.0	$26k		315.00	83.21	View chart
Garmin Stock (GRMN)	0.0	$25k		108.00	232.01	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$25k		119.00	208.09	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$25k		40.00	616.75	View chart
Verizon Communications Stock (VZ)	0.0	$25k	-8%	490.00	50.20	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$24k		312.00	77.15	View chart
Medtronic Stock (MDT)	0.0	$24k		277.00	86.81	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$24k		130.00	181.42	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$23k		455.00	51.39	View chart
Concentra Group Holdings Paren Stock (CON)	0.0	$23k		1.1k	21.45	View chart
Dicks Sporting Goods Stock (DKS)	0.0	$22k		113.00	198.29	View chart
Chemed Corp Stock (CHE)	0.0	$22k		58.00	377.74	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$22k		150.00	145.74	View chart
Select Med Hldgs Corp Stock (SEM)	0.0	$22k		1.3k	16.29	View chart
Cummins Stock (CMI)	0.0	$22k		40.00	538.02	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$21k		258.00	81.98	View chart
Ashland Stock (ASH)	0.0	$21k		370.00	55.61	View chart
Edison Intl Stock (EIX)	0.0	$21k		280.00	73.18	View chart
Yum China Hldgs Stock (YUMC)	0.0	$20k		418.00	48.78	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$20k		370.00	53.35	View chart
Ingredion Stock (INGR)	0.0	$19k		170.00	112.66	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$18k		357.00	50.81	View chart
Eaton Corp Stock (ETN)	0.0	$18k		50.00	357.68	View chart
Corteva Stock (CTVA)	0.0	$18k		213.00	83.71	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$17k		60.00	286.87	View chart
Chevron Corporation Stock (CVX)	0.0	$17k		82.00	207.16	View chart
Visa Inc Com Cl A Stock (V)	0.0	$16k	-16%	52.00	302.23	View chart
General Mtrs Stock (GM)	0.0	$15k		205.00	74.50	View chart
Ionq Stock (IONQ)	0.0	$15k		520.00	28.83	View chart
Weyerhaeuser Reit (WY)	0.0	$15k		610.00	24.43	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$14k		100.00	143.23	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$14k		140.00	100.57	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.0	$14k		250.00	56.19	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$14k		105.00	132.50	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.0	$13k		162.00	82.84	View chart
Unum Group Stock (UNM)	0.0	$13k		182.00	73.03	View chart
Sysco Corp Stock (SYY)	0.0	$13k		185.00	71.14	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$13k		40.00	322.77	View chart
Enbridge Stock (ENB)	0.0	$12k		228.00	54.14	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$12k		157.00	78.41	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$12k		28.00	436.79	View chart
Qnity Electronics Stock (Q)	0.0	$12k		106.00	115.38	View chart
Paypal Hldgs Stock (PYPL)	0.0	$12k	+2272%	261.00	45.23	View chart
Paccar Stock (PCAR)	0.0	$12k		102.00	115.50	View chart
Stellantis Stock (STLA)	0.0	$12k		1.6k	7.09	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$11k		123.00	93.00	View chart
International Paper Stock (IP)	0.0	$11k		318.00	35.70	View chart
Dow Hldgs Stock (DOW)	0.0	$11k		270.00	41.65	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.0	$11k		250.00	43.65	View chart
Citigroup Stock (C)	0.0	$11k		94.00	113.41	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$11k		29.00	367.45	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$10k	NEW	125.00	80.58	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$9.9k	NEW	200.00	49.37	View chart
Dupont De Nemours Stock (DD)	0.0	$9.8k		213.00	45.80	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$9.4k		100.00	93.98	View chart
The Cigna Group Stock (CI)	0.0	$9.3k		35.00	266.74	View chart
Linde Stock (LIN)	0.0	$7.9k		16.00	495.75	View chart
Tesla Stock (TSLA)	0.0	$7.4k		20.00	371.75	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.0	$7.4k		100.00	73.94	View chart
Prudential Finl Stock (PRU)	0.0	$7.3k		75.00	97.69	View chart
Chubb Ltd Switz Stock (CB)	0.0	$7.2k		22.00	325.91	View chart
Analog Devices Stock (ADI)	0.0	$7.0k		22.00	318.14	View chart
Flowers Foods Stock (FLO)	0.0	$6.9k		843.00	8.15	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$6.9k		75.00	91.52	View chart
Quantum Computing Stock (QUBT)	0.0	$6.9k		1.0k	6.85	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$6.7k		75.00	88.71	View chart
Lowes Cos Stock (LOW)	0.0	$6.6k		28.00	236.29	View chart
Conocophillips Stock (COP)	0.0	$6.6k		50.00	132.00	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$6.5k		50.00	130.96	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$6.2k		42.00	146.62	View chart
Honeywell Intl Stock (HON)	0.0	$6.1k		27.00	226.04	View chart
Blackstone Stock (BX)	0.0	$5.8k		50.00	115.00	View chart
Phillips 66 Stock (PSX)	0.0	$5.6k		31.00	182.19	View chart
Deere & Co Stock (DE)	0.0	$5.6k	NEW	10.00	563.30	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$5.5k		33.00	165.21	View chart
Nextera Energy Stock (NEE)	0.0	$5.4k		58.00	92.88	View chart
Aflac Stock (AFL)	0.0	$5.3k		48.00	109.71	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$5.2k		73.00	71.29	View chart
Ishares Silver Trust Etf (SLV)	0.0	$5.1k		75.00	68.15	View chart
Bce Stock (BCE)	0.0	$5.0k		200.00	25.24	View chart
American Intl Group Stock (AIG)	0.0	$5.0k		66.00	75.67	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$5.0k	-16%	5.00	996.40	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$5.0k		198.00	25.10	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$4.9k		15.00	328.67	View chart
Salesforce Stock (CRM)	0.0	$4.9k		26.00	186.65	View chart
Blackrock Stock (BLK)	0.0	$4.8k		5.00	961.80	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$4.8k		75.00	64.08	View chart
General Dynamics Corp Stock (GD)	0.0	$4.8k		14.00	343.21	View chart
L3harris Technologies Stock (LHX)	0.0	$4.5k		13.00	345.15	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$4.5k		15.00	298.87	View chart
Diamondback Energy Stock (FANG)	0.0	$4.2k		21.00	197.81	View chart
Gold Stock (GOLD)	0.0	$4.1k		102.00	40.08	View chart
Fortinet Stock (FTNT)	0.0	$4.1k		50.00	81.72	View chart
Ford Mtr Stock (F)	0.0	$4.0k		346.00	11.53	View chart
D R Horton Stock (DHI)	0.0	$4.0k		29.00	137.21	View chart
Illinois Tool Wks Stock (ITW)	0.0	$3.9k		15.00	260.27	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$3.8k		57.00	67.53	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$3.8k		80.00	47.58	View chart
Norwegian Cruise Line Hldgs Lt Stock (NCLH)	0.0	$3.7k		200.00	18.70	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$3.7k		13.00	287.00	View chart
Hancock John Finl Opptys Sh Ben Int Cef (BTO)	0.0	$3.6k		100.00	35.87	View chart
Metlife Stock (MET)	0.0	$3.5k		50.00	70.72	View chart
Corning Stock (GLW)	0.0	$3.4k		25.00	135.96	View chart
Joby Aviation Stock (JOBY)	0.0	$3.3k	+60%	400.00	8.26	View chart
Texas Instrs Stock (TXN)	0.0	$3.3k		17.00	194.12	View chart
Ww Grainger Stock (GWW)	0.0	$3.3k		3.00	1090.67	View chart
Automatic Data Processing Stock (ADP)	0.0	$3.3k		16.00	203.19	View chart
State Str Corp Stock (STT)	0.0	$3.2k		25.00	126.56	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$3.0k		20.00	150.00	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$3.0k		15.00	196.87	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$2.8k		50.00	56.58	View chart
Iqvia Hldgs Stock (IQV)	0.0	$2.7k		16.00	170.56	View chart
Air Products And Chemicals Stock (APD)	0.0	$2.6k		9.00	290.44	View chart
Icici Bank Adr (IBN)	0.0	$2.6k		100.00	25.90	View chart
Paychex Stock (PAYX)	0.0	$2.4k		26.00	92.12	View chart
Dollar Gen Corp Stock (DG)	0.0	$2.4k		20.00	118.75	View chart
Anheuser Busch Inbev Sa Nv Adr (BUD)	0.0	$2.4k	-22%	34.00	69.38	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$2.4k		23.00	102.26	View chart
Nutrien Stock (NTR)	0.0	$2.3k		31.00	75.45	View chart
Cms Energy Corp Stock (CMS)	0.0	$2.3k		30.00	77.57	View chart
Wec Energy Group Stock (WEC)	0.0	$2.3k		20.00	115.75	View chart
Moderna Stock (MRNA)	0.0	$2.3k		45.00	50.80	View chart
Wabtec Stock (WAB)	0.0	$2.3k		9.00	253.44	View chart
Dexcom Stock (DXCM)	0.0	$2.1k		33.00	62.79	View chart
Boston Scientific Corp Stock (BSX)	0.0	$1.8k		29.00	62.76	View chart
Target Corp Stock (TGT)	0.0	$1.8k		15.00	121.20	View chart
Parker-hannifin Corp Stock (PH)	0.0	$1.8k	-33%	2.00	895.00	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$1.6k	-13%	50.00	32.02	View chart
Eversource Energy Stock (ES)	0.0	$1.6k		23.00	69.26	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$1.6k		10.00	157.20	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.0	$1.6k		9.00	173.44	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$1.6k	NEW	42.00	37.02	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$1.5k		21.00	73.62	View chart
3M Stock (MMM)	0.0	$1.5k		11.00	139.73	View chart
Colgate Palmolive Stock (CL)	0.0	$1.5k		18.00	85.22	View chart
Kyndryl Hldgs Stock (KD)	0.0	$1.4k		110.00	13.12	View chart
Pfizer Stock (PFE)	0.0	$1.4k		50.00	28.08	View chart
American Tower Corp Reit (AMT)	0.0	$1.4k		8.00	172.62	View chart
Factset Resh Sys Stock (FDS)	0.0	$1.3k		6.00	217.00	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$1.2k	-46%	41.00	30.07	View chart
Sylvamo Corp Stock (SLVM)	0.0	$1.2k		28.00	42.25	View chart
Ppg Inds Stock (PPG)	0.0	$1.1k		10.00	106.90	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.0k		38.00	27.45	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$983.000000		2.00	491.50	View chart
Adobe Stock (ADBE)	0.0	$972.000000		4.00	243.00	View chart
Clorox Co Del Stock (CLX)	0.0	$933.000300		9.00	103.67	View chart
Scotts Miracle-gro Co Cl A Stock (SMG)	0.0	$850.999800		14.00	60.79	View chart
S&p Global Stock (SPGI)	0.0	$851.000000		2.00	425.50	View chart
Nike Inc Cl B Stock (NKE)	0.0	$845.000000		16.00	52.81	View chart
Intellia Therapeutics Stock (NTLA)	0.0	$833.001000		65.00	12.82	View chart
Fiserv Stock (FISV)	0.0	$780.999800		14.00	55.79	View chart
Nerdwallet Inc Com Cl A Stock (NRDS)	0.0	$779.002500		75.00	10.39	View chart
Invitation Homes Reit (INVH)	0.0	$621.000000		25.00	24.84	View chart
Organon & Co Stock (OGN)	0.0	$575.001600		96.00	5.99	View chart
Nokia Corp Adr (NOK)	0.0	$523.003000		65.00	8.05	View chart
Neos Nasdaq 100 High Income Etf Etf (QQQI)	0.0	$475.000000	+11%	10.00	47.50	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$432.000000		8.00	54.00	View chart
V F Corp Stock (VFC)	0.0	$425.000000		25.00	17.00	View chart
Danaher Corp Del Stock (DHR)	0.0	$379.000000		2.00	189.50	View chart
Blackline Stock (BL)	0.0	$370.000000		10.00	37.00	View chart
Ubs Group Stock (UBS)	0.0	$313.000000		8.00	39.12	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$305.000000	-20%	4.00	76.25	View chart
Waters Corp Stock (WAT)	0.0	$298.000000	NEW	1.00	298.00	View chart
Aes Corp Stock (AES)	0.0	$225.000000		16.00	14.06	View chart
Evotec Adr (EVO)	0.0	$213.001500		85.00	2.51	View chart
Mdxhealth Sa Stock (MDXH)	0.0	$196.001500		85.00	2.31	View chart
Veralto Corp Stock (VLTO)	0.0	$88.000000		1.00	88.00	View chart
Wolfspeed Stock (WOLF)	0.0	$16.000000		1.00	16.00	View chart
Tilray Brands Stock (TLRY)	0.0	$13.000000		2.00	6.50	View chart
Scilex Holding Stock (SCLX)	0.0	$7.000000	NEW	1.00	7.00	View chart

Past Filings by Monetary Solutions

SEC 13F filings are viewable for Monetary Solutions going back to 2025

Monetary Solutions 2026 Q1 filed May 1, 2026
Monetary Solutions 2025 Q4 filed Feb. 23, 2026

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