Monumental Financial Group

Monumental Financial Group as of Dec. 31, 2021

Portfolio Holdings for Monumental Financial Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 16.2 $23M 47k 477.00
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 10.9 $15M 228k 66.47
Ishares Tr Msci Usa Qlt Fct (QUAL) 10.7 $15M 102k 145.56
Vanguard Bd Index Fds Short Trm Bond (BSV) 9.7 $14M 168k 80.83
Schwab Strategic Tr Us Tips Etf (SCHP) 8.9 $12M 198k 62.89
Vanguard World Fds Inf Tech Etf (VGT) 8.5 $12M 26k 458.18
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.2 $11M 123k 92.76
Fidelity Covington Trust Msci Consm Dis (FDIS) 6.6 $9.2M 104k 88.28
Ishares Tr Msci Usa Mmentm (MTUM) 5.2 $7.3M 40k 181.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.8 $6.7M 173k 38.87
Ishares Tr National Mun Etf (MUB) 2.4 $3.4M 29k 116.28
Ishares Tr Self Drivng Ev (IDRV) 2.3 $3.2M 59k 54.23
Vanguard World Fds Consum Stp Etf (VDC) 1.2 $1.7M 8.7k 199.93
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.0 $1.4M 21k 68.66
Ishares Tr Msci Eafe Min Vl (EFAV) 0.9 $1.2M 16k 76.74
Fidelity Covington Trust Msci Utils Index (FUTY) 0.8 $1.2M 25k 46.34
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $553k 5.2k 106.18
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $519k 8.5k 60.82
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $387k 1.5k 254.61
Waste Management (WM) 0.3 $349k 2.1k 167.07
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $339k 6.6k 51.36
Alphabet Cap Stk Cl C (GOOG) 0.2 $304k 105.00 2895.24