MONUMENTAL FINANCIAL GROUP INC.
CIK 1861798 · Holdings on Sep 30, 2024 · First reported Oct 21, 2024
Top ten holdings
Q3 2024- IVV11.92%
- VGT11.70%
- QUAL11.01%
- FDIS8.05%
- IBDV7.97%
- IBTG7.91%
- BSV5.41%
- IBDT5.20%
- QQQM4.79%
- FHLC3.35%
Share classes counted separately77.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FLOTWeight decreased · -2.01 pp4.45% → 2.44%Shares -70.89K (-35.50%)
- IBDVWeight increased · +1.76 pp6.21% → 7.97%Shares +298.30K (+44.52%)
- IBTGWeight increased · +1.64 pp6.27% → 7.91%Shares +290.27K (+45.75%)
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 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $32.13M | 11.92% | 55.70K shares | 12.11% → 11.92%-0.19 pp +4.97K (+9.80%) | Added | ↗▾ |
| 02 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $31.52M | 11.70% | 53.74K shares | 12.22% → 11.70%-0.52 pp +5.13K (+10.55%) | Added | ↗▾ |
| 03 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $29.68M | 11.01% | 165.53K shares | 11.98% → 11.01%-0.97 pp +4.63K (+2.88%) | Added | ↗▾ |
| 04 | FDISFIDELITY MSCI CONS DISCR INDMSCI CONSM DIS View history and evidence | $21.69M | 8.05% | 245.27K shares | 7.66% → 8.05%+0.39 pp +28.54K (+13.17%) | Added | ↗▾ |
| 05 | IBDVISHARES IBONDS DEC 2030 CORPIBONDS DEC 2030 View history and evidence | $21.47M | 7.97% | 968.37K shares | 6.21% → 7.97%+1.76 pp +298.30K (+44.52%) | Added | ↗▾ |
| 06 | IBTGISHARES IBONDS DEC 2026 TERMIBONDS 26 TRM TS View history and evidence | $21.33M | 7.91% | 924.75K shares | 6.27% → 7.91%+1.64 pp +290.27K (+45.75%) | Added | ↗▾ |
| 07 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $14.58M | 5.41% | 185.25K shares | 5.83% → 5.41%-0.42 pp +10.82K (+6.21%) | Added | ↗▾ |
| 08 | IBDTISHARES IBONDS DEC 2028 ETFIBDS DEC28 ETF View history and evidence | $14.03M | 5.20% | 549.43K shares | 4.07% → 5.20%+1.13 pp +172.89K (+45.91%) | Added | ↗▾ |
| 09 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $12.92M | 4.79% | 64.32K shares | 5.44% → 4.79%-0.65 pp +984 (+1.55%) | Added | ↗▾ |
| 10 | FHLCFIDELITY MSCI HEALTH CAREMSCI HLTH CARE I View history and evidence | $9.03M | 3.35% | 124.05K shares | 3.09% → 3.35%+0.26 pp +20.85K (+20.21%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VUSB VANGUARD ULTRA SHORT BOND ET | Non-derivative | -4,696 | -$232.55K | SEC filing ↗ | SEC filing ↗ |
1 / 1 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 1861798 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 269518120
}Research all 42 reported holdings.
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