MF

MONUMENTAL FINANCIAL GROUP INC.

13F
MONUMENTAL FINANCIAL GROUP INC.
Last update 2024-10-21 42 Stocks (2 new)
Value $270.00 Mil Turnover 15 %
Countries:
MONUMENTAL FINANCIAL GROUP INC... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
55,699
32,128.3
+9.80%
11.920
+1.06%
0.010
+7.92%
+5.08%
590,542.8
 
VGT
Vanguard Information Technology ETF
53,744
31,522.2
+10.55%
11.700
+1.12%
0.040
+16.77%
+5.90%
80,789.7
 
QUAL
iShares MSCI USA Quality Factor ETF
165,529
29,679.3
+2.88%
11.010
+0.31%
0.060
+4.27%
+1.74%
52,262.0
 
FDIS
Fidelity MSCI Consumer Discretionary Index ETF
Fidelity MSCI Consumer Discretionary Index ETF
245,274
21,692.0
+13.17%
8.050
+0.94%
1.190
+6.99%
-3.93%
1,802.8
 
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
968,370
21,468.8
+44.52%
7.970
+2.46%
1.600
+2.77%
+4.82%
1,879.1
 
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
iShares iBonds Dec 2026 Term Treasury ETF
924,753
21,329.4
+45.75%
7.910
+2.48%
1.560
+1.08%
+2.14%
1,966.8
 
BSV
Vanguard Short-Term Bond ETF
185,245
14,576.9
+6.21%
5.410
+0.32%
0.040
+1.82%
+3.40%
38,856.1
 
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
549,429
14,026.9
+45.91%
5.200
+1.64%
0.610
+2.00%
+3.98%
2,880.7
 
QQQM
Invesco NASDAQ 100 ETF
64,323
12,919.3
+1.55%
4.790
+0.07%
0.040
+12.90%
+7.15%
51,773.7
 
FHLC
Fidelity MSCI Health Care Index ETF
124,049
9,030.8
+20.21%
3.350
+0.56%
0.300
-5.82%
-1.78%
2,453.6
 

MONUMENTAL FINANCIAL GROUP INC.'s Historical Top Holdings Breakdowns

MONUMENTAL FINANCIAL GROUP INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
iShares iBonds Dec 2026 Term Treasury ETF
2024-09-30
Add
Add
+2.48%
22.55 ($22.88) 23.1
$22.91
0.13%
Add 45.75%
924,753
290,274
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
2024-09-30
Add
Add
+2.46%
21.11 ($21.81) 22.23
$21.96
0.69%
Add 44.52%
968,370
298,300
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2024-09-30
New Buy
New Buy
+2.06%
79.29 ($82.23) 84.02
$82.67
0.54%
New holding
66,426
66,426
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
2024-09-30
Add
Add
+1.64%
24.62 ($25.22) 25.58
$25.40
0.71%
Add 45.91%
549,429
172,886
FLOT
iShares Floating Rate Bond ETF
2024-09-30
Reduce
Reduce
-1.58%
50.63 ($50.94) 51.11
$50.99
0.10%
Reduce -35.5%
128,813
-70,891
VGT
Vanguard Information Technology ETF
2024-09-30
Add
Add
+1.12%
514.43 ($568.51) 606.85
$656.93
15.55%
Add 10.55%
53,744
5,131
IVV
iShares Core S&P 500 ETF
2024-09-30
Add
Add
+1.06%
520.18 ($556.01) 576.82
$614.76
10.57%
Add 9.8%
55,699
4,970
FDIS
Fidelity MSCI Consumer Discretionary Index ETF
Fidelity MSCI Consumer Discretionary Index ETF
2024-09-30
Add
Add
+0.94%
75.81 ($82.86) 88.73
$93.20
12.48%
Add 13.17%
245,274
28,540
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
iShares iBonds 2028 Term High Yield and Income ETF
2024-09-30
Add
Add
+0.88%
22.96 ($23.43) 23.97
$23.69
1.11%
Add 335.34%
129,393
99,671
FHLC
Fidelity MSCI Health Care Index ETF
2024-09-30
Add
Add
+0.56%
67.43 ($71.56) 74.23
$63.69
-11.00%
Add 20.21%
124,049
20,853

MONUMENTAL FINANCIAL GROUP INC. Total Holding History ($B)

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MONUMENTAL FINANCIAL GROUP INC.'s Asset Allocation

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MONUMENTAL FINANCIAL GROUP INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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