MC
| |
Monument Capital Management13F | |
| Monument Capital Management | |
| Last update 2024-10-15 | 194 Stocks (36 new) |
| Value $362.00 Mil | Turnover 14 % |
| Portfolio Report | |
Monument Capital Management Top Holdings of 2024-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 230,742 | 28985.820 | -3.41% | 8.020 | -0.28% | 0.050 | +1.51% | -0.89% | 63689.256 | ||
VEA | Vanguard FTSE Developed Markets ETF | 326,282 | 17230.970 | -2.96% | 4.770 | -0.14% | 0.010 | -6.74% | -0.61% | 135974.140 | ||
QQQ | INVESCO QQQ Trust | 30,238 | 14758.300 | -3.10% | 4.080 | -0.14% | 0.010 | +3.13% | -0.79% | 317475.581 | ||
MSFT | Microsoft Corp | 29,933 | 12879.970 | -1.89% | 3.560 | -0.08% | 0.000 | +0.95% | -0.60% | 3114843.301 | Software | |
AAPL | Apple Inc | 30,956 | 7212.730 | -2.35% | 1.990 | -0.05% | 0.000 | +3.52% | -5.42% | 3580182.678 | Hardware | |
EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | 68,485 | 6408.820 | -1.98% | 1.770 | -0.04% | 0.040 | -2.26% | -0.30% | 13457.405 | ||
USHY | iShares Broad USD High Yield Corporate Bond ETF | 167,768 | 6316.470 | -2.03% | 1.750 | -0.04% | 0.030 | -0.18% | -0.22% | 19041.913 | ||
VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 73,307 | 6139.450 | -0.77% | 1.700 | -0.01% | 0.010 | -2.97% | -1.10% | 48078.840 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 62,032 | 6085.290 | New Holding | 1.680 | +1.68% | 0.010 | -8.50% | -2.14% | 48558.684 | ||
PHM | PulteGroup Inc | 42,074 | 6038.940 | +0.41% | 1.670 | +0.01% | 0.020 | -22.25% | -1.18% | 22068.893 | Homebuilding & Construction |
Monument Capital Management's Historical Top Holdings Breakdowns
Monument Capital Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2023-06-30 | New Buy | +8.77% | 90.36 ($90.88) 91.45 | $91.54 | 0.73% | New holding | 299,576 | 299,576 | |
FTSM | First Trust Enhanced Short Maturity ETF | 2023-03-31 | New Buy | +7.84% | 58.83 ($59.17) 59.51 | $59.80 | 1.06% | New holding | 393,600 | 393,600 | |
FTSM | First Trust Enhanced Short Maturity ETF | 2023-03-31 | New Buy | +7.84% | 58.83 ($59.17) 59.51 | $59.80 | 1.06% | New holding | 393,600 | 393,600 | |
FTSM | First Trust Enhanced Short Maturity ETF | 2023-06-30 | Reduce | -6.90% | 58.84 ($59.16) 59.43 | $59.80 | 1.08% | Reduce -87.99% | 47,258 | -346,342 | |
IJR | iShares Core S&P Small-Cap ETF | 2023-06-30 | Sold Out | -6.40% | 90.81 ($95) 99.81 | $113.08 | 19.03% | Sold Out | 0 | -197,895 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2023-09-30 | Reduce | -5.99% | 91.43 ($91.64) 91.86 | $91.54 | -0.11% | Reduce -68.25% | 95,126 | -204,450 | |
IUSG | ISHARES TRUST | 2024-03-31 | Reduce | -4.63% | 100.95 ($111.25) 117.92 | $138.59 | 24.58% | Reduce -80.95% | 32,414 | -137,737 | |
IUSG | ISHARES TRUST | 2023-06-30 | Add | +4.04% | 87.56 ($91.51) 97.64 | $138.59 | 51.45% | Add 225.8% | 187,352 | 129,847 | |
SPY | S&P 500 ETF TRUST ETF | 2024-03-31 | Reduce | -4.02% | 467.28 ($497.86) 523.17 | $580.49 | 16.60% | Reduce -69.12% | 11,688 | -26,159 | |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2024-03-31 | Add | +3.78% | 103.16 ($109.67) 115.3 | $127.48 | 16.24% | Add 134.83% | 198,076 | 113,726 |
Monument Capital Management Total Holding History ($B)
Monument Capital Management's Asset Allocation
Monument Capital Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Monument Capital Management's Hypothetical Growth since 2024-09-30
Monument Capital Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Monument Capital Management's Holdings Heat Map
Size field:
Monument Capital Management's Holdings Bubble Chart
Monument Capital Management News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers