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  Name: MONUMENTAL FINANCIAL GROUP INC.
  City: ROCKVILLE
  State: MD
  Zip: 20850
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $188,026,000
  Total Value Change : $20,334,000
  Securities Held Change : -1
   
All Securities Held : 40
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 14
  Unchanged Positions : 1
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 1 - $0.00 $24,607,000 149,722 13.09% 4,027,000 9,856 0.008    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 2 - $532.13 $23,616,000 44,921 12.56% 4,630,000 5,170 0.001    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 3 - $532.55 $20,375,000 38,858 10.84% 3,054,000 3,071 0.003    Closed - End Fund - E...
   (FDIS)1 Year Chart         FDIS Fidelity Msci Consumer Disc... 4 - $80.21 $15,148,000 183,655 8.06% 1,948,000 16,443 1.09    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 5 - $76.40 $12,299,000 160,413 6.54% 414,000 6,104 0.031    Closed - End Fund - E...
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf 6 - $0.00 $11,076,000 60,625 5.89% 1,531,000 3,990 0.067    N/A
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 7 - $57.93 $10,079,000 172,141 5.36% 100,000 3,920 0.019    Closed - End Fund - Debt
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 8 - $57.83 $9,526,000 164,051 5.07% 722,000 13,117 0.018    Closed - End Fund - Debt
   (VUSB)1 Year Chart         VUSB Vanguard Ultrashort Bond Etf 9 - $0.00 $6,914,000 139,539 3.68% 560,000 11,011 0.155    N/A
   (FHLC)1 Year Chart         FHLC Fidelity Msci Health Care I... 10 - $68.88 $5,883,000 84,323 3.13% 631,000 3,132 0.213    N/A
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 11 - $208.49 $5,763,000 28,231 3.07% 590,000 1,141 0.085    Closed - End Fund - E...
   (FUTY)1 Year Chart         FUTY Fidelity Msci Utilities Index 14 - $46.68 $2,903,000 68,430 1.54% 233,000 3,073 0.025    N/A
   (IDRV)1 Year Chart         IDRV Ishares Self-driving Ev And... 15 - $0.00 $2,755,000 87,646 1.47% 260,000 17,825 0.974    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 34 - $189.87 $1,055,000 6,154 0.56% -103,000 141 0    Personal Computers
      14 Records Found
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