MONUMENTAL FINANCIAL GROUP INC.

ROCKVILLE, MD · CIK 1861798 · 13F filing filed 2024-10-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRockville, MD

$269.5m reported value +17.5% vs Q2 2024

42positions

77.3%in top 10

2 new 13 added 24 reduced 1 sold out vs Q2 2024

Holdings, Q3 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	55,699	$32.1m11.92%	11.92%	Added +5.0k	+4,970 9.8%
2	VANGUARD WORLD FD INF TECH ETF VGT	VGT	53,744	$31.5m11.70%	11.70%	Added +5.1k	+5,131 10.6%
3	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	165,529	$29.7m11.01%	11.01%	Added +4.6k	+4,626 2.9%
4	FIDELITY COVINGTON TRUST MSCI CONSM DIS FDIS	FDIS	245,274	$21.7m8.05%	8.05%	Added +28.5k	+28,540 13.2%
5	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	968,370	$21.5m7.97%	7.97%	Added +298.3k	+298,300 44.5%
6	ISHARES TR IBONDS 26 TRM TS IBTG	IBTG	924,753	$21.3m7.91%	7.91%	Added +290.3k	+290,274 45.8%
7	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	185,245	$14.6m5.41%	5.41%	Added +10.8k	+10,823 6.2%
8	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	549,429	$14.0m5.20%	5.20%	Added +172.9k	+172,886 45.9%
9	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	64,323	$12.9m4.79%	4.79%	Added +984	+984 1.6%
10	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	124,049	$9.0m3.35%	3.35%	Added +20.9k	+20,853 20.2%
11	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	41,135	$9.0m3.33%	3.33%	Added +7.0k	+6,967 20.4%
12	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	128,813	$6.6m2.44%	2.44%	Reduced -70.9k	-70,891 -35.5%
13	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	96,849	$5.9m2.17%	2.17%	Reduced -5.3k	-5,349 -5.2%
14	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	66,426	$5.6m2.06%	2.06%	New
15	FIDELITY COVINGTON TRUST MSCI UTILS INDEX FUTY	FUTY	92,552	$4.8m1.78%	1.78%	Added +15.4k	+15,415 20.0%
16	ISHARES TR IBONDS 28 TR HI IBHH	IBHH	129,393	$3.1m1.14%	1.14%	Added +99.7k	+99,671 335.3%
17	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	57,113	$2.4m0.88%	0.88%	Reduced -9.4k	-9,358 -14.1%
18	ELI LILLY & CO COM LLY	LLY	2,036	$1.8m0.67%	0.67%	Reduced -298	-298 -12.8%
19	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	8,084	$1.4m0.52%	0.52%	Reduced -1.3k	-1,339 -14.2%
20	MICROSOFT CORP COM MSFT	MSFT	3,017	$1.3m0.48%	0.48%	Reduced -310	-310 -9.3%
21	VISA INC COM CL A V	V	4,303	$1.2m0.44%	0.44%	Reduced -549	-549 -11.3%
22	INTUIT COM INTU	INTU	1,893	$1.2m0.44%	0.44%	Reduced -291	-291 -13.3%
23	ISHARES TR ESG SELECT SCRE XVV	XVV	26,574	$1.2m0.44%	0.44%	Reduced -503	-503 -1.9%
24	TRACTOR SUPPLY CO COM TSCO	TSCO	3,798	$1.1m0.41%	0.41%	Reduced -643	-643 -14.5%
25	APPLE INC COM AAPL	AAPL	4,696	$1.1m0.41%	0.41%	Reduced -540	-540 -10.3%
26	ALPHABET INC CAP STK CL C GOOG	GOOG	6,438	$1.1m0.40%	0.40%	Reduced -2.1k	-2,099 -24.6%
27	HOME DEPOT INC COM HD	HD	2,640	$1.1m0.40%	0.40%	Reduced -446	-446 -14.4%
28	LOWES COS INC COM LOW	LOW	3,837	$1.0m0.39%	0.39%	Reduced -611	-611 -13.7%
29	MASTERCARD INCORPORATED CL A MA	MA	2,093	$1.0m0.38%	0.38%	Reduced -406	-406 -16.2%
30	AGILENT TECHNOLOGIES INC COM A	A	6,960	$1.0m0.38%	0.38%	Reduced -1.2k	-1,163 -14.3%
31	ANALOG DEVICES INC COM ADI	ADI	4,379	$1.0m0.37%	0.37%	Reduced -720	-720 -14.1%
32	MSCI INC COM MSCI	MSCI	1,702	$992.1k0.37%	0.37%	Reduced -285	-285 -14.3%
33	PAYCHEX INC COM PAYX	PAYX	7,255	$973.5k0.36%	0.36%	Reduced -1.2k	-1,172 -13.9%
34	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,515	$937.1k0.35%	0.35%	Reduced -244	-244 -13.9%
35	DEERE & CO COM DE	DE	2,060	$859.7k0.32%	0.32%	Reduced -314	-314 -13.2%
36	STARBUCKS CORP COM SBUX	SBUX	8,613	$839.7k0.31%	0.31%	Reduced -1.3k	-1,334 -13.4%
37	COSTAR GROUP INC COM CSGP	CSGP	9,689	$730.9k0.27%	0.27%	Reduced -1.5k	-1,523 -13.6%
38	ISHARES TR ESG AWARE MSCI EGUS	EGUS	15,405	$639.3k0.24%	0.24%	Unchanged
39	WASTE MGMT INC DEL COM WM	WM	2,334	$484.6k0.18%	0.18%	Unchanged
40	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	1,200	$460.7k0.17%	0.17%	Unchanged
41	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	547	$288.6k0.11%	0.11%	New
42	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	3,674	$216.8k0.08%	0.08%	Reduced -9.1k	-9,054 -71.1%

Sold out since Q2 2024

Security	Ticker	Shares held before	Value then
VANGUARD BD INDEX FDS VUSB	VUSB	4,696	$232.5k4.7k shares