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Home > Institutional Investor > Monumental Financial Group Inc. > Profile

Instuitional Investor - Monumental Financial Group Inc.

Fund Profile
Filing Period:
Fund Name: Monumental Financial Group Inc.
Portfolio Value $167,689,293
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 139,866 $20,579,883 12.27%
2.
Ishares Trust
 IEF 39,751 $18,986,270 11.32%
3.
Vanguard World Fund
 35,787 $17,320,758 10.32%
4.
Fidelity Covington Trust
 167,212 $13,199,715 7.87%
5.
Vanguard Bond Index Funds
 BND 154,309 $11,884,879 7.08%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)