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Monumental Financial Group Inc.

Q4 2021 Holdings

Filed 2022-02-07 | 22 holdings | $139.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IVV)CORE S&P500 ETF464287200$22.6K47,28116.2%
Vanguard Scottsdale FDS(VGIT)INTER TERM TREAS92206C706$15.2K228,08110.9%
Ishares TR(QUAL)MSCI USA QLT FCT46432F339$14.9K102,35010.7%
Vanguard BD Index FDS(BSV)SHORT TRM BOND921937827$13.6K167,8099.7%
Schwab Strategic TR(SCHP)US TIPS ETF808524870$12.4K197,5478.9%
Vanguard World FDS(VGT)INF TECH ETF92204A702$11.8K25,8048.5%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$11.4K122,8408.2%
Fidelity Covington Trust(FDIS)MSCI CONSM DIS316092204$9.2K103,8656.6%
Ishares TR(MTUM)MSCI USA MMENTM46432F396$7.3K40,1485.2%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$6.7K173,1364.8%
Ishares TR(MUB)NATIONAL MUN ETF464288414$3.4K29,0672.4%
Ishares TR(IDRV)SELF DRIVNG EV46435U366$3.2K59,2252.3%
Vanguard World FDS(VDC)CONSUM STP ETF92204A207$1.7K8,6681.2%
Fidelity Covington Trust(FHLC)MSCI HLTH CARE I316092600$1.4K21,0741.0%
Ishares TR(EFAV)MSCI EAFE MIN VL46429B689$1.2K15,5460.9%
Fidelity Covington Trust(FUTY)MSCI UTILS INDEX316092865$1.2K24,9030.8%
Ishares TR(SUSA)MSCI USA ESG SLC464288802$5535,2080.4%
Vanguard Scottsdale FDS(VGSH)SHORT TERM TREAS92206C102$5198,5330.4%
Vanguard Index FDS(VO)MID CAP ETF922908629$3871,5200.3%
Waste Mgmt Inc del(WM)COM94106L109$3492,0890.3%
Vanguard Malvern FDS(VTIP)STRM INFPROIDX922020805$3396,6000.2%
Alphabet Inc(GOOG)CAP STK CL C02079K107$3041050.2%