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Monumental Financial Group Inc.

Portfolio Manager
Monumental Financial Group Inc.
Performance
0% (N/A)
AUM (13F)
$269.52M
# of Holdings
42
Performance Rank
N/A
Allocation (Top 20)
N/A

Monumental Financial Group Inc. Holdings Map

Top 42 Monumental Financial Group Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
11.92%55.7K$32.1M
+9.80%(+4.97K)
2023-Q3: 37.1K shares2023-Q4: 39.8K shares2024-Q1: 44.9K shares2024-Q2: 50.7K shares2024-Q3: 55.7K shares2024-09-30
VGT
VANGUARD WORLD FD
11.7%53.7K$31.5M
+10.55%(+5.13K)
2023-Q3: 33.1K shares2023-Q4: 35.8K shares2024-Q1: 38.9K shares2024-Q2: 48.6K shares2024-Q3: 53.7K shares2024-09-30
QUAL
ISHARES TR
11.01%165.5K$29.7M
+2.88%(+4.63K)
2023-Q3: 133.1K shares2023-Q4: 139.9K shares2024-Q1: 149.7K shares2024-Q2: 160.9K shares2024-Q3: 165.5K shares2024-09-30
FDIS
FIDELITY COVINGTON TRUST
8.05%245.3K$21.7M
+13.17%(+28.54K)
2023-Q3: 99.4K shares2023-Q4: 167.2K shares2024-Q1: 183.7K shares2024-Q2: 216.7K shares2024-Q3: 245.3K shares2024-09-30
IBDV
ISHARES TR
7.97%968.4K$21.5M
+44.52%(+298.30K)
2024-Q2: 670.1K shares2024-Q3: 968.4K shares2024-09-30
IBTG
ISHARES TR
7.91%924.8K$21.3M
+45.75%(+290.27K)
2024-Q2: 634.5K shares2024-Q3: 924.8K shares2024-09-30
BSV
VANGUARD BD INDEX FDS
5.41%185.2K$14.6M
+6.21%(+10.82K)
2023-Q3: 104.2K shares2023-Q4: 154.3K shares2024-Q1: 160.4K shares2024-Q2: 174.4K shares2024-Q3: 185.2K shares2024-09-30
IBDT
ISHARES TR
5.2%549.4K$14.0M
+45.91%(+172.89K)
2024-Q2: 376.5K shares2024-Q3: 549.4K shares2024-09-30
QQQM
INVESCO EXCH TRADED FD TR II
4.79%64.3K$12.9M
+1.55%(+984)
2023-Q3: 52.4K shares2023-Q4: 56.6K shares2024-Q1: 60.6K shares2024-Q2: 63.3K shares2024-Q3: 64.3K shares2024-09-30
FHLC
FIDELITY COVINGTON TRUST
3.35%124.0K$9.0M
+20.21%(+20.85K)
2023-Q3: 70.9K shares2023-Q4: 81.2K shares2024-Q1: 84.3K shares2024-Q2: 103.2K shares2024-Q3: 124.0K shares2024-09-30

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