- New Purchases: UPS, OSK, NDAQ, AMGN, CTSH, CCI, ISTB,
- Added Positions: BSV, IWV, SHV, IGSB, VGSH, SHY, JPST, VTIP, XOM, LYB, WU, T, SIGA, CAT, ETN, INTC, PRU, PFE, KO, LNT, BA, IEMG, ED, GSBD, TCPC, SO, MCD, TSLX, NMFC, ARCC, AAPL, IJR,
- Reduced Positions: BIL, ITOT, SNPS, TMO, ECL, FISV, EW, V, JKHY, SCI, VXUS, HD, AMT, QQQ, TMK, AFG, DAR, IJK, WMT, LLY, CMS, ITA, AGG, MAIN, IJH,
- Sold Out: UNH, ANTM, XLV, HUM, WDFC, PFLT,
For the details of Monument Capital Management's stock buys and sells, go to https://www.gurufocus.com/guru/monument+capital+management/current-portfolio/portfolioportfolio
These are the top 5 holdings of Monument Capital Management- iShares Core S&P Total U.S. Stock Market (ITOT) - 211,984 shares, 8.24% of the total portfolio. Shares reduced by 1.85%
- iShares Core MSCI EAFE (IEFA) - 171,387 shares, 6.13% of the total portfolio. Shares added by 0.15%
- PowerShares QQQ Trust Ser 1 (QQQ) - 23,706 shares, 2.60% of the total portfolio. Shares reduced by 2.41%
- Invesco S&P 500 Equal Weight (RSP) - 40,482 shares, 2.55% of the total portfolio. Shares reduced by 0.36%
- iShares S&P Mid-Cap 400 Growth (IJK) - 18,445 shares, 2.42% of the total portfolio. Shares reduced by 1.08%
Monument Capital Management initiated holding in United Parcel Service Inc. The purchase prices were between $92.92 and $114.49, with an estimated average price of $104.04. The stock is now traded at around $105.24. The impact to a portfolio due to this purchase was 1.25%. The holding were 21,033 shares as of .
New Purchase: Oshkosh Corp (OSK)Monument Capital Management initiated holding in Oshkosh Corp. The purchase prices were between $71.19 and $83.49, with an estimated average price of $78.73. The stock is now traded at around $83.59. The impact to a portfolio due to this purchase was 1.22%. The holding were 25,183 shares as of .
New Purchase: Nasdaq Inc (NDAQ)Monument Capital Management initiated holding in Nasdaq Inc. The purchase prices were between $87.03 and $98.29, with an estimated average price of $91.87. The stock is now traded at around $100.86. The impact to a portfolio due to this purchase was 1.08%. The holding were 19,237 shares as of .
New Purchase: Amgen Inc (AMGN)Monument Capital Management initiated holding in Amgen Inc. The purchase prices were between $166.7 and $195.41, with an estimated average price of $178.91. The stock is now traded at around $176.01. The impact to a portfolio due to this purchase was 0.91%. The holding were 8,430 shares as of .
New Purchase: Cognizant Technology Solutions Corp (CTSH)Monument Capital Management initiated holding in Cognizant Technology Solutions Corp. The purchase prices were between $56.88 and $74.6, with an estimated average price of $65.64. The stock is now traded at around $65.87. The impact to a portfolio due to this purchase was 0.75%. The holding were 20,053 shares as of .
New Purchase: Crown Castle International Corp (CCI)Monument Capital Management initiated holding in Crown Castle International Corp. The purchase prices were between $122.58 and $136.92, with an estimated average price of $128.5. The stock is now traded at around $127.70. The impact to a portfolio due to this purchase was 0.65%. The holding were 8,624 shares as of .
Added: Vanguard Short-Term Bond (BSV)Monument Capital Management added to a holding in Vanguard Short-Term Bond by 66.39%. The purchase prices were between $78.75 and $80.44, with an estimated average price of $79.44. The stock is now traded at around $80.43. The impact to a portfolio due to this purchase was 0.39%. The holding were 21,145 shares as of .
Added: iShares Russell 3000 (IWV)Monument Capital Management added to a holding in iShares Russell 3000 by 83.17%. The purchase prices were between $160.82 and $173.19, with an estimated average price of $168.83. The stock is now traded at around $176.21. The impact to a portfolio due to this purchase was 0.3%. The holding were 6,649 shares as of .
Added: iShares 1-3 Year Credit Bond ETF (IGSB)Monument Capital Management added to a holding in iShares 1-3 Year Credit Bond ETF by 51.31%. The purchase prices were between $52.16 and $53.3, with an estimated average price of $52.59. The stock is now traded at around $53.38. The impact to a portfolio due to this purchase was 0.25%. The holding were 23,571 shares as of .
Added: iShares Short Treasury Bond ETF (SHV)Monument Capital Management added to a holding in iShares Short Treasury Bond ETF by 52.72%. The purchase prices were between $110.35 and $110.67, with an estimated average price of $110.5. The stock is now traded at around $110.59. The impact to a portfolio due to this purchase was 0.25%. The holding were 11,199 shares as of .
Added: Vanguard Short-Term Government Bond ETF (VGSH)Monument Capital Management added to a holding in Vanguard Short-Term Government Bond ETF by 51.30%. The purchase prices were between $60.23 and $60.94, with an estimated average price of $60.5. The stock is now traded at around $60.81. The impact to a portfolio due to this purchase was 0.24%. The holding were 20,347 shares as of .
Added: JPMorgan Ultra-Short Income (JPST)Monument Capital Management added to a holding in JPMorgan Ultra-Short Income by 51.60%. The purchase prices were between $50.27 and $50.49, with an estimated average price of $50.39. The stock is now traded at around $50.46. The impact to a portfolio due to this purchase was 0.24%. The holding were 24,484 shares as of .
Sold Out: UnitedHealth Group Inc (UNH)Monument Capital Management sold out a holding in UnitedHealth Group Inc. The sale prices were between $216.84 and $252.28, with an estimated average price of $240.34.
Sold Out: Anthem Inc (ANTM)Monument Capital Management sold out a holding in Anthem Inc. The sale prices were between $236.25 and $293.76, with an estimated average price of $272.71.
Sold Out: SPDR Select Sector Fund - Health Care (XLV)Monument Capital Management sold out a holding in SPDR Select Sector Fund - Health Care. The sale prices were between $85.78 and $93.73, with an estimated average price of $89.84.
Sold Out: Humana Inc (HUM)Monument Capital Management sold out a holding in Humana Inc. The sale prices were between $232.89 and $276.48, with an estimated average price of $253.55.
Sold Out: WD-40 Co (WDFC)Monument Capital Management sold out a holding in WD-40 Co. The sale prices were between $156.33 and $172.34, with an estimated average price of $163.97.
Sold Out: PennantPark Floating Rate Capital Ltd (PFLT)Monument Capital Management sold out a holding in PennantPark Floating Rate Capital Ltd. The sale prices were between $11.44 and $13.35, with an estimated average price of $12.34.
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