Monumental Financial Group

Latest statistics and disclosures from Monumental Financial Group's latest quarterly 13F-HR filing:

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Positions held by Monumental Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Monumental Financial Group

Companies in the Monumental Financial Group portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Inter Term Treas Etf Inter Term Treas Etf (VGIT) 18.8 $20M 293k 67.23
Vanguard Inf Tech Etf Inf Tech Etf (VGT) 10.9 $11M 32k 358.48
Vanguard Int-term Corp Etf Int-term Corp Etf (VCIT) 10.2 $11M 115k 93.03
Schwab Strategic Tr Us Tips Etf Us Tips Etf (SCHP) 8.1 $8.5M 139k 61.16
Ishares Trust Msci Usa Momentum Factor Etf Msci Usa Momentum Factor Etf (MTUM) 7.7 $8.0M 50k 160.85
Fidelity Covington Trust Msci Hlth Care I Etf Msci Hlth Care I Etf (FHLC) 6.3 $6.6M 113k 58.96
Vanguard Consum Stp Etf Consum Stp Etf (VDC) 5.6 $5.9M 33k 178.22
Ishares Trust Msci Usa Quality Factor Etf Msci Usa Quality Factor Etf (QUAL) 3.7 $3.9M 32k 121.78
Fidelity Covington Trust Msci Utils Index Etf Msci Utils Index Etf (FUTY) 2.5 $2.6M 63k 41.48
Vanguard Total Stk Mkt Etf Total Stk Mkt Etf (VTI) 1.6 $1.7M 8.2k 206.74
Ishares Trust National Mun Etf National Mun Etf (MUB) 1.4 $1.5M 13k 116.04
Microsoft Corporation (MSFT) 1.1 $1.1M 4.7k 235.75
Alphabet Inc Com Cl C Com Cl C (GOOG) 1.0 $1.0M 507.00 2069.03
Intuit (INTU) 0.9 $955k 2.5k 382.92

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Intel Corporation (INTC) 0.8 $869k 14k 64.01
Facebook Inc Com Cl A Com Cl A (FB) 0.8 $814k 2.8k 294.61
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et Etf (AGG) 0.8 $811k 7.1k 113.87
Apple (AAPL) 0.8 $808k 6.6k 122.17
Amazon (AMZN) 0.8 $801k 259.00 3092.66
Starbucks Corporation (SBUX) 0.8 $795k 7.3k 109.20
Ishares Trust Self Drivng Ev Etf Self Drivng Ev Etf (IDRV) 0.7 $777k 17k 46.09
Adobe Systems Incorporated (ADBE) 0.7 $749k 1.6k 475.25
Nike Inc Com Cl B Com Cl B (NKE) 0.7 $746k 5.6k 132.88
Vanguard Short Trm Bond Etf Short Trm Bond Etf (BSV) 0.7 $719k 8.7k 82.24
Johnson & Johnson (JNJ) 0.7 $711k 4.3k 164.36
Mastercard Incorporated Com Cl A Com Cl A (MA) 0.7 $706k 2.0k 356.21
Ishares Trust Core S&p500 Etf Core S&p500 Etf (IVV) 0.7 $703k 1.8k 397.62
Invesco Exchange Traded Fd Tr S&p Mdcp Momntum Etf S&p Mdcp Momntum Etf (XMMO) 0.6 $672k 8.0k 83.83
Eli Lilly & Co. (LLY) 0.6 $671k 3.6k 186.70
Invesco Exchange Traded Fd Tr S&p Smlcp Moment Etf S&p Smlcp Moment Etf (XSMO) 0.6 $652k 13k 52.07
Visa Inc Com Cl A Com Cl A (V) 0.6 $640k 3.0k 211.71
Fidelity Covington Trust Msci Consm Dis Etf Msci Consm Dis Etf (FDIS) 0.6 $638k 8.4k 76.40
Zoetis Inc Com Cl A Com Cl A (ZTS) 0.6 $637k 4.0k 157.44
Amgen (AMGN) 0.6 $622k 2.5k 248.90
Ishares Trust Msci Usa Min Vol Factor Etf Msci Usa Min Vol Factor Etf (USMV) 0.6 $608k 8.8k 69.15
Ishares Trust Msci Eafe Min Vol Factor Etf Msci Eafe Min Vol Factor Etf (EFAV) 0.6 $583k 8.0k 73.02
UnitedHealth (UNH) 0.5 $544k 1.5k 372.09
Ishares Trust Msci Usa Esg Slc Etf Msci Usa Esg Slc Etf (SUSA) 0.5 $486k 5.5k 87.87
Costco Wholesale Corporation (COST) 0.5 $484k 1.4k 352.77
Bristol Myers Squibb (BMY) 0.5 $480k 7.6k 63.12
Pfizer (PFE) 0.5 $473k 13k 36.24
Vanguard Short Term Treas Etf Short Term Treas Etf (VGSH) 0.5 $472k 7.7k 61.49
Regeneron Pharmaceuticals (REGN) 0.4 $454k 960.00 472.92
Northrop Grumman Corporation (NOC) 0.4 $445k 1.4k 323.40
Lockheed Martin Corporation (LMT) 0.4 $422k 1.1k 369.85
Domino's Pizza (DPZ) 0.4 $413k 1.1k 367.76
Waste Management (WM) 0.3 $307k 2.4k 128.99
Home Depot (HD) 0.2 $237k 777.00 305.02
Estee Lauder Companies Inc Com Cl A Com Cl A (EL) 0.2 $204k 703.00 290.18

Past Filings by Monumental Financial Group

SEC 13F filings are viewable for Monumental Financial Group going back to 2021