MONUMENTAL FINANCIAL GROUP INC. current holdings: USA ETF
MONUMENTAL FINANCIAL GROUP INC. reported $0.25 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 22 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are IVV, VGT, QUAL.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 55,699; Value $32,128,297.
- VGT: Country of operation —; Class INF TECH ETF; Shares 53,744; Value $31,522,201.
- QUAL: Country of operation —; Class MSCI USA QLT FCT; Shares 165,529; Value $29,679,350.
- FDIS: Country of operation —; Class MSCI CONSM DIS; Shares 245,274; Value $21,692,033.
Form 13F-HR as filed (SEC CIK 1861798): quarter ended 2024-09-30, filed 2024-10-21. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 55,699 | $32,128,297 | 2024-09-30 | 2024-10-21 | |
|---|
VGT
VANGUARD WORLD FD | | INF TECH ETF | 53,744 | $31,522,201 | 2024-09-30 | 2024-10-21 | |
|---|
QUAL
ISHARES TR | | MSCI USA QLT FCT | 165,529 | $29,679,350 | 2024-09-30 | 2024-10-21 | |
|---|
FDIS
FIDELITY COVINGTON TRUST | | MSCI CONSM DIS | 245,274 | $21,692,033 | 2024-09-30 | 2024-10-21 | |
|---|
IBDV
ISHARES TR | | IBONDS DEC 2030 | 968,370 | $21,468,763 | 2024-09-30 | 2024-10-21 | |
|---|
IBTG
ISHARES TR | | IBONDS 26 TRM TS | 924,753 | $21,329,430 | 2024-09-30 | 2024-10-21 | |
|---|
BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 185,245 | $14,576,929 | 2024-09-30 | 2024-10-21 | |
|---|
IBDT
ISHARES TR | | IBDS DEC28 ETF | 549,429 | $14,026,922 | 2024-09-30 | 2024-10-21 | |
|---|
QQQM
INVESCO EXCH TRADED FD TR II | | NASDAQ 100 ETF | 64,323 | $12,919,275 | 2024-09-30 | 2024-10-21 | |
|---|
FHLC
FIDELITY COVINGTON TRUST | | MSCI HLTH CARE I | 124,049 | $9,030,767 | 2024-09-30 | 2024-10-21 | |
|---|
VDC
VANGUARD WORLD FD | | CONSUM STP ETF | 41,135 | $8,987,175 | 2024-09-30 | 2024-10-21 | |
|---|
FLOT
ISHARES TR | | FLTG RATE NT ETF | 128,813 | $6,574,616 | 2024-09-30 | 2024-10-21 | |
|---|
VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 96,849 | $5,851,639 | 2024-09-30 | 2024-10-21 | |
|---|
VCIT
VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | 66,426 | $5,563,178 | 2024-09-30 | 2024-10-21 | |
|---|
FUTY
FIDELITY COVINGTON TRUST | | MSCI UTILS INDEX | 92,552 | $4,796,045 | 2024-09-30 | 2024-10-21 | |
|---|
IBHH
ISHARES TR | | IBONDS 28 TR HI | 129,393 | $3,079,553 | 2024-09-30 | 2024-10-21 | |
|---|
IQLT
ISHARES TR | | MSCI INTL QUALTY | 57,113 | $2,369,618 | 2024-09-30 | 2024-10-21 | |
|---|
XVV
ISHARES TR | | ESG SCRND S&P500 | 26,574 | $1,175,217 | 2024-09-30 | 2024-10-21 | |
|---|
EGUS
ISHARES TR | | ESG AWARE MSCI | 15,405 | $639,271 | 2024-09-30 | 2024-10-21 | |
|---|
VUG
VANGUARD INDEX FDS | | GROWTH ETF | 1,200 | $460,716 | 2024-09-30 | 2024-10-21 | |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 547 | $288,635 | 2024-09-30 | 2024-10-21 | |
|---|
VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 3,674 | $216,816 | 2024-09-30 | 2024-10-21 | |
|---|
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