Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONUMENT CAPITAL MANAGEMENT | 01-31-2024 | 12-31-2023 | 177 | 310,728,348 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $17,989,271 | 37,847 | 0.01 | 0.01 | -2,397 | -5.96 | 12-31-2023 |
| ISHARES TR | CORE S&P US GWT | 2 | $17,712,725 | 170,151 | 0.01 | 0.01 | -9,552 | -5.32 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $11,756,342 | 31,264 | 0.00 | 0.00 | 806 | 2.65 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 4 | $11,147,342 | 158,455 | 0.00 | 0.00 | 92,661 | 140.84 | 12-31-2023 |
