Monument Capital Management
CIK 1729428 · Holdings on Dec 31, 2023 · First reported Feb 1, 2024
Top ten holdings
Q4 2023- SPY5.79%
- IUSG5.70%
- MSFT3.78%
- IEFA3.59%
- IUSV2.88%
- ITOT2.86%
- EMB2.25%
- AAPL2.18%
- USHY1.83%
- QQQ1.70%
Share classes counted separately32.56%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IEFAWeight increased · +2.17 pp1.42% → 3.59%Shares +92.66K (+140.84%)
- USHYWeight decreased · -1.85 pp3.68% → 1.83%Shares -159.35K (-50.48%)
- IUSVWeight decreased · -1.35 pp4.23% → 2.88%Shares -62.66K (-37.10%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $17.99M | 5.79% | 37.85K shares | 5.77% → 5.79%+0.02 pp -2.40K (-5.96%) | Reduced | ↗▾ |
| 02 | IUSGISHARES CORE S&P U.S. GROWTHCORE S&P US GWT View history and evidence | $17.71M | 5.70% | 170.15K shares | 5.72% → 5.70%-0.02 pp -9.55K (-5.32%) | Reduced | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $11.76M | 3.78% | 31.26K shares | 3.23% → 3.78%+0.55 pp +806 (+2.65%) | Added | ↗▾ |
| 04 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $11.15M | 3.59% | 158.46K shares | 1.42% → 3.59%+2.17 pp +92.66K (+140.84%) | Added | ↗▾ |
| 05 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $8.96M | 2.88% | 106.22K shares | 4.23% → 2.88%-1.35 pp -62.66K (-37.10%) | Reduced | ↗▾ |
| 06 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $8.88M | 2.86% | 84.35K shares | 2.86% → 2.86%+0.00 pp -6.02K (-6.66%) | Reduced | ↗▾ |
| 07 | EMBISHARES JP MORGAN USD EMERGIJPMORGAN USD EMG View history and evidence | $6.98M | 2.25% | 78.33K shares | 0.90% → 2.25%+1.35 pp +46.01K (+142.36%) | Added | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $6.76M | 2.18% | 35.10K shares | 1.98% → 2.18%+0.20 pp +601 (+1.74%) | Added | ↗▾ |
| 09 | USHYISHARES BROAD USD HIGH YIELDBROAD USD HIGH View history and evidence | $5.68M | 1.83% | 156.33K shares | 3.68% → 1.83%-1.85 pp -159.35K (-50.48%) | Reduced | ↗▾ |
| 10 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $5.29M | 1.70% | 12.91K shares | 1.53% → 1.70%+0.17 pp +145 (+1.14%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 19
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BIL SS SPDR BB 1-3M T-BILL ETF | Non-derivative | -95,126 | -$8.73M | SEC filing ↗ | SEC filing ↗ |
| IJR ISHARES CORE S&P SMALL-CAP E | Non-derivative | -42,836 | -$4.04M | SEC filing ↗ | SEC filing ↗ |
| DOV DOVER CORP | Non-derivative | -18,080 | -$2.52M | SEC filing ↗ | SEC filing ↗ |
3 / 19 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1729428 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 310728348
}Research all 177 reported holdings.
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