Monumental Financial Group

Monumental Financial Group as of June 30, 2023

Portfolio Holdings for Monumental Financial Group

Monumental Financial Group holds 44 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL) 10.9 $16M 121k 134.87
Ishares Tr Core S&p500 Etf (IVV) 10.1 $15M 34k 445.71
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.7 $12M 195k 58.66
Vanguard World Fds Inf Tech Etf (VGT) 7.6 $11M 26k 442.17
Vanguard Scottsdale Fds Short Term Treas (VGSH) 7.4 $11M 191k 57.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.2 $7.7M 102k 75.57
Fidelity Covington Trust Msci Consm Dis (FDIS) 4.1 $6.1M 84k 73.32
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 4.0 $5.9M 120k 49.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.8 $5.7M 72k 79.03
Vanguard World Fds Consum Stp Etf (VDC) 3.2 $4.8M 25k 194.45
Fidelity Covington Trust Msci Hlth Care I (FHLC) 3.0 $4.5M 72k 63.12
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.0 $4.5M 125k 35.65
Ishares Tr Msci Usa Mmentm (MTUM) 2.9 $4.3M 30k 144.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $3.3M 9.1k 369.42
Fidelity Covington Trust Msci Utils Index (FUTY) 2.1 $3.1M 74k 42.28
Ishares Tr Msci Intl Qualty (IQLT) 1.8 $2.6M 73k 35.60
Ishares Tr Msci Eafe Min Vl (EFAV) 1.7 $2.5M 37k 67.50
Ishares Tr Self Drivng Ev (IDRV) 1.6 $2.4M 60k 40.91
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.2 $1.8M 35k 50.82
Eli Lilly & Co. (LLY) 0.9 $1.3M 2.8k 468.98
Visa Com Cl A (V) 0.9 $1.3M 5.4k 237.48
Microsoft Corporation (MSFT) 0.8 $1.3M 3.7k 340.54
Lowe's Companies (LOW) 0.8 $1.2M 5.3k 225.70
Intuit (INTU) 0.8 $1.2M 2.6k 458.19
Apple (AAPL) 0.7 $1.1M 5.6k 193.97
Agilent Technologies Inc C ommon (A) 0.7 $1.1M 9.0k 120.25
Mastercard Incorporated Cl A (MA) 0.7 $1.1M 2.8k 393.30
Tractor Supply Company (TSCO) 0.7 $1.1M 4.9k 221.10
Analog Devices (ADI) 0.7 $1.1M 5.5k 194.81
Msci (MSCI) 0.7 $1.1M 2.3k 469.29
Paychex (PAYX) 0.7 $1.1M 9.5k 111.87
Starbucks Corporation (SBUX) 0.7 $1.1M 11k 99.06
Home Depot (HD) 0.7 $1.1M 3.4k 310.64
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.0M 8.7k 120.97
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $1.0M 10k 100.92
CoStar (CSGP) 0.7 $1.0M 12k 89.00
Deere & Company (DE) 0.7 $1.0M 2.6k 405.19
Thermo Fisher Scientific (TMO) 0.7 $1.0M 2.0k 521.75
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $857k 12k 74.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $830k 11k 72.62
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $531k 5.7k 93.64
Waste Management (WM) 0.3 $405k 2.3k 173.44
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $313k 8.1k 38.84
Vanguard Index Fds Growth Etf (VUG) 0.2 $230k 813.00 282.96