MONUMENTAL FINANCIAL GROUP INC. Portfolio Holdings - 13F Filings | 13F Fund Database
MONUMENTAL FINANCIAL GROUP INC. 13F Holdings
CIK 0001861798 · ROCKVILLE, MD
As of Sep 30, 2024, MONUMENTAL FINANCIAL GROUP INC. reported
42 positions worth $269.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 55,699 | $32.1M | 11.92% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 53,744 | $31.5M | 11.70% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 165,529 | $29.7M | 11.01% |
| FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | FDIS | — | 245,274 | $21.7M | 8.05% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 968,370 | $21.5M | 7.97% |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | IBTG | — | 924,753 | $21.3M | 7.91% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 185,245 |
|
4.6M5.41% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 549,429 |
4.0M | 5.20% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 64,323 |
2.9M | 4.79% |
| FIDELITY MSCI HEALTH CARE INDEX ETF | FHLC | — | 124,049 | $9.0M | 3.35% |
| VANGUARD CONSUMER STAPLES INDEX FUND | VDC | — | 41,135 | $9.0M | 3.33% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 128,813 | $6.6M | 2.44% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 96,849 | $5.9M | 2.17% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 66,426 | $5.6M | 2.06% |
| FIDELITY MSCI UTILITIES INDEX ETF | FUTY | — | 92,552 | $4.8M | 1.78% |
| ISHARES TR | IBHH | — | 129,393 | $3.1M | 1.14% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 57,113 | $2.4M | 0.88% |
| ELI LILLY & CO | LLY | Healthcare | 2,036 |
.8M | 0.67% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 8,084 |
.4M | 0.52% |
| MICROSOFT CORP | MSFT | Technology | 3,017 |
.3M | 0.48% |
| VISA INC-CLASS A SHARES | V | Financial Services | 4,303 |
.2M | 0.44% |
| INTUIT INC | INTU | Technology | 1,893 |
.2M | 0.44% |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | XVV | — | 26,574 |
.2M | 0.44% |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 3,798 |
.1M | 0.41% |
| APPLE INC | AAPL | Technology | 4,696 |
.1M | 0.41% |