Monumental Financial Group as of Dec. 31, 2022
Portfolio Holdings for Monumental Financial Group
Monumental Financial Group holds 49 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 10.4 | $13M | 34k | 384.20 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 8.6 | $11M | 184k | 57.82 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.3 | $9.1M | 121k | 75.28 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 6.7 | $8.3M | 73k | 113.96 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 6.3 | $7.8M | 159k | 49.00 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 6.1 | $7.5M | 24k | 319.43 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 5.5 | $6.9M | 117k | 58.48 | |
| Fidelity Covington Trust Msci Utils Index (FUTY) | 4.2 | $5.2M | 115k | 45.58 | |
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 3.6 | $4.5M | 79k | 56.68 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 3.4 | $4.2M | 29k | 145.91 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.4 | $4.2M | 130k | 32.21 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 2.9 | $3.6M | 19k | 191.57 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 2.7 | $3.4M | 53k | 63.99 | |
| Ishares Tr Self Drivng Ev (IDRV) | 1.5 | $1.9M | 57k | 33.82 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 1.5 | $1.9M | 30k | 63.57 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $1.4M | 28k | 50.33 | |
| Nike CL B (NKE) | 1.0 | $1.3M | 11k | 117.00 | |
| Merck & Co (MRK) | 1.0 | $1.2M | 11k | 110.96 | |
| Eli Lilly & Co. (LLY) | 1.0 | $1.2M | 3.2k | 365.72 | |
| Mondelez Intl Cl A (MDLZ) | 0.9 | $1.1M | 17k | 66.66 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $1.1M | 3.3k | 336.62 | |
| Astrazeneca Sponsored Adr (AZN) | 0.9 | $1.1M | 17k | 67.82 | |
| Kla Corp Com New (KLAC) | 0.9 | $1.1M | 3.0k | 376.90 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $1.1M | 2.0k | 546.17 | |
| Visa Com Cl A (V) | 0.9 | $1.1M | 5.3k | 207.77 | |
| Lauder Estee Cos Cl A (EL) | 0.9 | $1.1M | 4.5k | 248.09 | |
| Pepsi (PEP) | 0.9 | $1.1M | 5.9k | 180.73 | |
| Wal-Mart Stores (WMT) | 0.8 | $1.0M | 7.4k | 141.79 | |
| Microsoft Corporation (MSFT) | 0.8 | $1.0M | 4.2k | 239.74 | |
| S&p Global (SPGI) | 0.8 | $1.0M | 3.0k | 334.78 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $1.0M | 1.8k | 550.61 | |
| Canadian Pacific Railway | 0.8 | $997k | 13k | 74.58 | |
| Domino's Pizza (DPZ) | 0.8 | $997k | 2.9k | 346.54 | |
| Diageo Spon Adr New (DEO) | 0.8 | $992k | 5.6k | 178.19 | |
| Lowe's Companies (LOW) | 0.8 | $982k | 4.9k | 199.15 | |
| Zoetis Cl A (ZTS) | 0.8 | $970k | 6.6k | 146.61 | |
| Brown Forman Corp CL B (BF.B) | 0.8 | $969k | 15k | 65.65 | |
| Intuit (INTU) | 0.8 | $957k | 2.5k | 389.18 | |
| Cme (CME) | 0.8 | $945k | 5.6k | 168.21 | |
| Servicenow (NOW) | 0.8 | $943k | 2.4k | 388.07 | |
| Costco Wholesale Corporation (COST) | 0.8 | $937k | 2.1k | 456.41 | |
| Veeva Sys Cl A Com (VEEV) | 0.7 | $913k | 5.7k | 161.34 | |
| Cheniere Energy Com New (LNG) | 0.7 | $880k | 5.9k | 149.94 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $606k | 8.0k | 75.56 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $496k | 6.9k | 72.06 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $483k | 5.9k | 82.35 | |
| Waste Management (WM) | 0.3 | $377k | 2.4k | 156.89 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $268k | 3.5k | 77.39 | |
| L3harris Technologies (LHX) | 0.2 | $265k | 1.3k | 208.33 |
