Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONUMENTAL FINANCIAL GROUP INC | 08-05-2024 | 06-30-2024 | 41 | 229,323,550 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | INF TECH ETF | 1 | $28,030,045 | 48,613 | 0.01 | 0.01 | 9,755 | 25.10 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $27,760,431 | 50,729 | 0.01 | 0.01 | 5,808 | 12.93 | 06-30-2024 |
| ISHARES TR | MSCI USA QLT FCT | 3 | $27,475,796 | 160,903 | 0.01 | 0.01 | 11,181 | 7.47 | 06-30-2024 |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | 4 | $17,557,621 | 216,734 | 0.01 | 0.01 | 33,079 | 18.01 | 06-30-2024 |
