MONUMENTAL FINANCIAL GROUP INC.
CIK 1861798 · Holdings on Mar 31, 2024 · First reported Apr 16, 2024
Top ten holdings
Q1 2024- QUAL13.09%
- IVV12.56%
- VGT10.84%
- FDIS8.06%
- BSV6.54%
- QQQM5.89%
- VGIT5.36%
- VGSH5.07%
- VUSB3.68%
- FHLC3.13%
Share classes counted separately74.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +1.24 pp11.32% → 12.56%Shares +5.17K (+13.01%)
- QUALWeight increased · +0.82 pp12.27% → 13.09%Shares +9.86K (+7.05%)
- VGITWeight decreased · -0.59 pp5.95% → 5.36%Shares +3.92K (+2.33%)
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 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $24.61M | 13.09% | 149.72K shares | 12.27% → 13.09%+0.82 pp +9.86K (+7.05%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $23.62M | 12.56% | 44.92K shares | 11.32% → 12.56%+1.24 pp +5.17K (+13.01%) | Added | ↗▾ |
| 03 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $20.38M | 10.84% | 38.86K shares | 10.33% → 10.84%+0.51 pp +3.07K (+8.58%) | Added | ↗▾ |
| 04 | FDISFIDELITY MSCI CONS DISCR INDMSCI CONSM DIS View history and evidence | $15.15M | 8.06% | 183.66K shares | 7.87% → 8.06%+0.19 pp +16.44K (+9.83%) | Added | ↗▾ |
| 05 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $12.30M | 6.54% | 160.41K shares | 7.09% → 6.54%-0.55 pp +6.10K (+3.96%) | Added | ↗▾ |
| 06 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $11.08M | 5.89% | 60.63K shares | 5.69% → 5.89%+0.20 pp +3.99K (+7.05%) | Added | ↗▾ |
| 07 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $10.08M | 5.36% | 172.14K shares | 5.95% → 5.36%-0.59 pp +3.92K (+2.33%) | Added | ↗▾ |
| 08 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $9.53M | 5.07% | 164.05K shares | 5.25% → 5.07%-0.18 pp +13.12K (+8.69%) | Added | ↗▾ |
| 09 | VUSBVANGUARD ULTRA SHORT BOND ETVANGUARD ULTRA View history and evidence | $6.91M | 3.68% | 139.54K shares | 3.79% → 3.68%-0.11 pp +11.01K (+8.57%) | Added | ↗▾ |
| 10 | FHLCFIDELITY MSCI HEALTH CAREMSCI HLTH CARE I View history and evidence | $5.88M | 3.13% | 84.32K shares | 3.13% → 3.13%+0.00 pp +3.13K (+3.86%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SUSA ISHARES ESG OPTIMIZED MSCI U | Non-derivative | -9,162 | -$920.87K | SEC filing ↗ | SEC filing ↗ |
| IWD ISHARES RUSSELL 1000 VALUE E | Non-derivative | -1,723 | -$284.73K | SEC filing ↗ | SEC filing ↗ |
| SDG ISH MSCI GLOB SUST DEVE GOAL | Non-derivative | -3,480 | -$282.05K | SEC filing ↗ | SEC filing ↗ |
3 / 4 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 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 188024297
}Research all 40 reported holdings.
This page includes 30 of 40 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 40 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1861798","quarter":"2024Q1","page_size":100}
get_institutional_manager_history
{"cik":"1861798","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.