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 % |
MONUMENTAL FINANCIAL GROUP INC... Top Holdings of 2024-09-30
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| 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 | +16.64% | +9.16% | 643,519.1 | ||
VGT | Vanguard Information Technology ETF | 53,744 | 31,522.2 | +10.55% | 11.700 | +1.12% | 0.040 | +27.66% | +10.67% | 85,688.9 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 165,529 | 29,679.3 | +2.88% | 11.010 | +0.31% | 0.060 | +12.01% | +5.16% | 53,564.3 | ||
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 | +16.59% | -0.13% | 1,800.3 | ||
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 | +2.08% | +4.77% | 1,909.7 | ||
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 | +0.83% | +2.33% | 1,934.2 | ||
BSV | Vanguard Short-Term Bond ETF | 185,245 | 14,576.9 | +6.21% | 5.410 | +0.32% | 0.040 | +0.97% | +3.29% | 38,391.3 | ||
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 | +1.59% | +4.11% | 2,879.4 | ||
QQQM | Invesco NASDAQ 100 ETF | 64,323 | 12,919.3 | +1.55% | 4.790 | +0.07% | 0.040 | +21.17% | +10.94% | 55,494.6 | ||
FHLC | Fidelity MSCI Health Care Index ETF | 124,049 | 9,030.8 | +20.21% | 3.350 | +0.56% | 0.300 | +0.55% | -0.40% | 2,513.0 |
MONUMENTAL FINANCIAL GROUP INC.'s Historical Top Holdings Breakdowns
MONUMENTAL FINANCIAL GROUP INC.'s Top Stock Picks
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| 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 | $22.88 | -0.02% | 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 | $21.86 | 0.25% | 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 | $82.45 | 0.27% | 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 | $25.34 | 0.46% | 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 | $51.04 | 0.20% | 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 | $687.15 | 20.87% | 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 | $638.61 | 14.86% | 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 | $96.75 | 16.76% | 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 | $23.68 | 1.07% | 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 | $64.55 | -9.80% | Add 20.21% | 124,049 | 20,853 |
MONUMENTAL FINANCIAL GROUP INC. Total Holding History ($B)
MONUMENTAL FINANCIAL GROUP INC.'s Asset Allocation
MONUMENTAL FINANCIAL GROUP INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MONUMENTAL FINANCIAL GROUP INC.'s Hypothetical Growth since 2024-09-30
MONUMENTAL FINANCIAL GROUP INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MONUMENTAL FINANCIAL GROUP INC.'s Holdings Heat Map
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MONUMENTAL FINANCIAL GROUP INC.'s Holdings Bubble Chart
MONUMENTAL FINANCIAL GROUP INC. News
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