Monumental Financial Group

Monumental Financial Group as of Sept. 30, 2021

Portfolio Holdings for Monumental Financial Group

Monumental Financial Group holds 22 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.8 $20M 46k 430.81
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 11.4 $14M 211k 67.55
Ishares Tr Msci Usa Qlt Fct (QUAL) 10.5 $13M 100k 131.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 10.4 $13M 158k 81.94
Schwab Strategic Tr Us Tips Etf (SCHP) 9.5 $12M 189k 62.58
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.8 $11M 117k 94.41
Vanguard World Fds Inf Tech Etf (VGT) 7.7 $9.7M 24k 401.29
Fidelity Covington Trust Msci Consm Dis (FDIS) 6.5 $8.1M 101k 80.27
Ishares Tr Msci Usa Mmentm (MTUM) 5.5 $6.9M 39k 175.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.1 $6.4M 166k 38.70
Ishares Tr National Mun Etf (MUB) 2.4 $3.0M 26k 116.19
Ishares Tr Self Drivng Ev (IDRV) 2.2 $2.8M 58k 48.14
Vanguard World Fds Consum Stp Etf (VDC) 0.7 $915k 5.1k 179.31
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.6 $782k 12k 63.84
Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $682k 9.1k 75.34
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $565k 9.2k 61.43
Fidelity Covington Trust Msci Utils Index (FUTY) 0.4 $557k 14k 41.13
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $523k 5.4k 95.98
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $360k 1.5k 236.84
Waste Management (WM) 0.2 $311k 2.1k 149.38
Home Depot (HD) 0.2 $274k 834.00 328.54
Alphabet Cap Stk Cl C (GOOG) 0.2 $267k 100.00 2670.00