Monumental Financial Group

Monumental Financial Group as of June 30, 2022

Portfolio Holdings for Monumental Financial Group

Monumental Financial Group holds 37 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.5 $16M 42k 379.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 9.3 $10M 173k 58.86
Ishares Tr Msci Usa Qlt Fct (QUAL) 8.1 $8.8M 79k 111.72
Vanguard World Fds Inf Tech Etf (VGT) 7.4 $8.1M 25k 326.55
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.4 $8.0M 105k 76.79
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 6.6 $7.2M 147k 49.20
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.4 $7.0M 114k 61.16
Fidelity Covington Trust Msci Consm Dis (FDIS) 5.2 $5.6M 96k 58.89
Ishares Tr Msci Usa Mmentm (MTUM) 4.6 $5.0M 37k 136.37
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 4.3 $4.6M 176k 26.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.2 $4.6M 147k 31.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $2.7M 34k 80.03
Ishares Tr Self Drivng Ev (IDRV) 2.3 $2.5M 69k 36.81
Vanguard World Fds Consum Stp Etf (VDC) 1.9 $2.1M 11k 185.32
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.7 $1.9M 31k 60.68
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.4 $1.5M 24k 63.72
Ishares Tr Msci Eafe Min Vl (EFAV) 1.3 $1.4M 22k 63.31
Fidelity Covington Trust Msci Utils Index (FUTY) 1.2 $1.3M 30k 45.12
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.1 $1.2M 25k 49.91
Ishares Tr Us Consum Discre (IYC) 1.1 $1.2M 21k 56.74
Dimensional Etf Trust Intl Core Equity (DFIC) 1.0 $1.1M 51k 21.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $912k 3.3k 280.18
Alphabet Cap Stk Cl C (GOOG) 0.5 $582k 266.00 2187.97
Ishares Tr Msci Usa Esg Slc (SUSA) 0.5 $553k 6.9k 80.71
Microsoft Corporation (MSFT) 0.4 $428k 1.7k 256.75
Global X Fds Autonmous Ev Etf (DRIV) 0.4 $421k 20k 21.48
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $414k 7.4k 55.80
Nike CL B (NKE) 0.4 $394k 3.9k 102.23
Adobe Systems Incorporated (ADBE) 0.4 $391k 1.1k 365.76
Paypal Holdings (PYPL) 0.4 $385k 5.5k 69.76
Ishares Tr National Mun Etf (MUB) 0.3 $371k 3.5k 106.27
Amazon (AMZN) 0.3 $365k 3.4k 106.26
Waste Management (WM) 0.3 $357k 2.3k 153.02
Meta Platforms Cl A (META) 0.3 $353k 2.2k 161.41
Ringcentral Cl A (RNG) 0.3 $339k 6.5k 52.30
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $282k 4.0k 70.32
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $253k 1.3k 197.04