Monumental Financial Group

Monumental Financial Group as of March 31, 2022

Portfolio Holdings for Monumental Financial Group

Monumental Financial Group holds 58 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 18.3 $22M 49k 453.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 12.1 $15M 109k 134.63
Vanguard World Fds Inf Tech Etf (VGT) 9.2 $11M 27k 416.50
Vanguard Scottsdale Fds Short Term Treas (VGSH) 8.3 $10M 169k 59.26
Fidelity Covington Trust Msci Consm Dis (FDIS) 7.2 $8.8M 111k 79.08
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.0 $8.4M 108k 77.90
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.5 $7.9M 126k 62.91
Ishares Tr Msci Usa Mmentm (MTUM) 6.0 $7.2M 43k 168.26
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 5.9 $7.2M 145k 49.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.6 $6.8M 186k 36.72
Ishares Tr Self Drivng Ev (IDRV) 2.9 $3.5M 76k 46.42
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.4 $2.9M 33k 86.03
Vanguard World Fds Consum Stp Etf (VDC) 1.6 $2.0M 10k 195.88
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.4 $1.7M 26k 65.67
Fidelity Covington Trust Msci Utils Index (FUTY) 1.2 $1.5M 31k 47.91
Ishares Tr Msci Eafe Min Vl (EFAV) 1.2 $1.4M 20k 72.14
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $488k 8.0k 60.70
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $469k 4.8k 96.88
Ishares Tr National Mun Etf (MUB) 0.3 $413k 3.8k 109.64
Waste Management (WM) 0.3 $368k 2.3k 158.42
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $304k 1.3k 237.87
Alphabet Cap Stk Cl C (GOOG) 0.2 $279k 100.00 2790.00
Vanguard Index Fds Growth Etf (VUG) 0.2 $234k 813.00 287.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $161k 971.00 165.81
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $157k 7.3k 21.58
Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $147k 1.7k 85.27
Ishares Tr Exponential Tech (XT) 0.1 $109k 1.9k 58.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $78k 220.00 354.55
Eli Lilly & Co. (LLY) 0.1 $64k 224.00 285.71
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $54k 200.00 270.00
Abbvie (ABBV) 0.0 $52k 320.00 162.50
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $43k 1.7k 25.37
Abbott Laboratories (ABT) 0.0 $38k 320.00 118.75
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $38k 315.00 120.63
Visa Com Cl A (V) 0.0 $35k 160.00 218.75
Spdr Index Shs Fds S&p North Amer (NANR) 0.0 $30k 521.00 57.58
Microsoft Corporation (MSFT) 0.0 $28k 90.00 311.11
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $28k 254.00 110.24
Global X Fds Thmatc Gwt Etf (GXTG) 0.0 $27k 728.00 37.09
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $23k 308.00 74.68
Spdr Ser Tr Portfli Mortgage (SPMB) 0.0 $13k 550.00 23.64
Amazon (AMZN) 0.0 $13k 4.00 3250.00
Global X Fds Lithium Btry Etf (LIT) 0.0 $11k 146.00 75.34
Spdr Ser Tr S&p Kensho New (KOMP) 0.0 $10k 191.00 52.36
Ark Etf Tr Innovation Etf (ARKK) 0.0 $9.0k 133.00 67.67
Vanguard Index Fds Value Etf (VTV) 0.0 $8.0k 52.00 153.85
Amgen (AMGN) 0.0 $8.0k 32.00 250.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $8.0k 70.00 114.29
Starbucks Corporation (SBUX) 0.0 $7.0k 72.00 97.22
Home Depot (HD) 0.0 $5.0k 17.00 294.12
Cisco Systems (CSCO) 0.0 $4.0k 76.00 52.63
Cvent Holding Corp Common Stock 0.0 $4.0k 625.00 6.40
Comcast Corp Cl A (CMCSA) 0.0 $4.0k 85.00 47.06
Oracle Corporation (ORCL) 0.0 $3.0k 40.00 75.00
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $2.0k 20.00 100.00
Exxon Mobil Corporation (XOM) 0.0 $1.0k 15.00 66.67
At&t (T) 0.0 $0 13.00 0.00
Metropcs Communications (TMUS) 0.0 $0 1.00 0.00