Monument Capital Management Buys Vanguard Dividend Appreciation FTF, Vanguard FTSE Developed Markets ETF, S&P 500 ETF TRUST ETF, Sells iShares Core S&P Small-Cap ETF, Kimberly-Clark Corp, ISHARES TRUST

Investment company Monument Capital Management (Current Portfolio) buys Vanguard Dividend Appreciation FTF, Vanguard FTSE Developed Markets ETF, S&P 500 ETF TRUST ETF, Pacer Trendpilot US Bond ETF, Invesco DWA Developed Markets Momentum ETF, sells iShares Core S&P Small-Cap ETF, Kimberly-Clark Corp, ISHARES TRUST, NVIDIA Corp, Square Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Monument Capital Management. As of 2021Q3, Monument Capital Management owns 144 stocks with a total value of $294 million. These are the details of the buys and sells.

For the details of Monument Capital Management's stock buys and sells, go to https://www.gurufocus.com/guru/monument+capital+management/current-portfolio/portfolio

These are the top 5 holdings of Monument Capital Management
  1. PowerShares QQQ Trust Ser 1 (QQQ) - 67,108 shares, 8.17% of the total portfolio. Shares added by 9.19%
  2. S&P 500 ETF TRUST ETF (SPY) - 43,628 shares, 6.37% of the total portfolio. Shares added by 29.67%
  3. Vanguard FTSE Developed Markets ETF (VEA) - 349,233 shares, 5.99% of the total portfolio. Shares added by 42.17%
  4. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 125,221 shares, 4.19% of the total portfolio. Shares reduced by 2.45%
  5. Vanguard Dividend Appreciation FTF (VIG) - 76,938 shares, 4.02% of the total portfolio. Shares added by 97.19%
New Purchase: Pacer Trendpilot US Bond ETF (PTBD)

Monument Capital Management initiated holding in Pacer Trendpilot US Bond ETF. The purchase prices were between $27.07 and $27.66, with an estimated average price of $27.45. The stock is now traded at around $26.950000. The impact to a portfolio due to this purchase was 1.01%. The holding were 109,359 shares as of 2021-09-30.

New Purchase: Invesco DWA Developed Markets Momentum ETF (PIZ)

Monument Capital Management initiated holding in Invesco DWA Developed Markets Momentum ETF. The purchase prices were between $37.72 and $41.97, with an estimated average price of $39.97. The stock is now traded at around $39.870400. The impact to a portfolio due to this purchase was 0.91%. The holding were 70,298 shares as of 2021-09-30.

New Purchase: Polaris Inc (PII)

Monument Capital Management initiated holding in Polaris Inc. The purchase prices were between $115.3 and $139, with an estimated average price of $127.11. The stock is now traded at around $126.130000. The impact to a portfolio due to this purchase was 0.87%. The holding were 21,499 shares as of 2021-09-30.

New Purchase: Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS)

Monument Capital Management initiated holding in Invesco S&P 500 Equal Weight Consumer Staples ETF. The purchase prices were between $154.04 and $163.21, with an estimated average price of $159.47. The stock is now traded at around $157.386700. The impact to a portfolio due to this purchase was 0.64%. The holding were 12,305 shares as of 2021-09-30.

New Purchase: VanEck BDC Income ETF (BIZD)

Monument Capital Management initiated holding in VanEck BDC Income ETF. The purchase prices were between $16.3 and $17.07, with an estimated average price of $16.75. The stock is now traded at around $17.600000. The impact to a portfolio due to this purchase was 0.62%. The holding were 105,843 shares as of 2021-09-30.

New Purchase: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)

Monument Capital Management initiated holding in SPDR Bloomberg Barclays 1-3 Month T-Bill ETF. The purchase prices were between $91.45 and $91.48, with an estimated average price of $91.46. The stock is now traded at around $91.440000. The impact to a portfolio due to this purchase was 0.31%. The holding were 9,934 shares as of 2021-09-30.

Added: Vanguard Dividend Appreciation FTF (VIG)

Monument Capital Management added to a holding in Vanguard Dividend Appreciation FTF by 97.19%. The purchase prices were between $153.6 and $162.44, with an estimated average price of $158.75. The stock is now traded at around $163.970000. The impact to a portfolio due to this purchase was 1.98%. The holding were 76,938 shares as of 2021-09-30.

Added: Vanguard FTSE Developed Markets ETF (VEA)

Monument Capital Management added to a holding in Vanguard FTSE Developed Markets ETF by 42.17%. The purchase prices were between $49.88 and $53.23, with an estimated average price of $51.84. The stock is now traded at around $52.200000. The impact to a portfolio due to this purchase was 1.78%. The holding were 349,233 shares as of 2021-09-30.

Added: S&P 500 ETF TRUST ETF (SPY)

Monument Capital Management added to a holding in S&P 500 ETF TRUST ETF by 29.67%. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $453.120000. The impact to a portfolio due to this purchase was 1.46%. The holding were 43,628 shares as of 2021-09-30.

Added: SPDR Bloomberg Barclays High Yield Bond ETF (JNK)

Monument Capital Management added to a holding in SPDR Bloomberg Barclays High Yield Bond ETF by 79.09%. The purchase prices were between $107.7 and $109.72, with an estimated average price of $108.8. The stock is now traded at around $108.480000. The impact to a portfolio due to this purchase was 0.34%. The holding were 20,447 shares as of 2021-09-30.

Added: Bank of America Corp (BAC)

Monument Capital Management added to a holding in Bank of America Corp by 105.12%. The purchase prices were between $36.93 and $43.26, with an estimated average price of $40.31. The stock is now traded at around $47.570000. The impact to a portfolio due to this purchase was 0.17%. The holding were 22,754 shares as of 2021-09-30.

Added: Berkshire Hathaway Inc (BRK.B)

Monument Capital Management added to a holding in Berkshire Hathaway Inc by 160.04%. The purchase prices were between $272.66 and $291.28, with an estimated average price of $280.85. The stock is now traded at around $289.240000. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,330 shares as of 2021-09-30.

Sold Out: Kimberly-Clark Corp (KMB)

Monument Capital Management sold out a holding in Kimberly-Clark Corp. The sale prices were between $132.43 and $141.49, with an estimated average price of $136.06.

Sold Out: Square Inc (SQ)

Monument Capital Management sold out a holding in Square Inc. The sale prices were between $233.69 and $281.81, with an estimated average price of $256.82.

Sold Out: Advanced Micro Devices Inc (AMD)

Monument Capital Management sold out a holding in Advanced Micro Devices Inc. The sale prices were between $85.89 and $118.77, with an estimated average price of $102.22.

Sold Out: Fortune Brands Home & Security Inc (FBHS)

Monument Capital Management sold out a holding in Fortune Brands Home & Security Inc. The sale prices were between $89.42 and $103.33, with an estimated average price of $97.33.

Sold Out: Twilio Inc (TWLO)

Monument Capital Management sold out a holding in Twilio Inc. The sale prices were between $312.8 and $409.84, with an estimated average price of $364.56.

Sold Out: Bristol-Myers Squibb Co (BMY)

Monument Capital Management sold out a holding in Bristol-Myers Squibb Co. The sale prices were between $59.17 and $69.31, with an estimated average price of $65.87.



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