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 |
|---|---|---|---|---|---|---|---|---|---|
| NUCOR CORP | COM | 151 | $837,008 | 4,809 | 0.00 | 0.00 | -278 | -5.46 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 152 | $826,617 | 5,542 | 0.00 | 0.00 | -3,610 | -39.44 | 12-31-2023 |
| TRUIST FINL CORP | COM | 153 | $823,205 | 22,297 | 0.00 | 0.00 | -960 | -4.13 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | DORSEY WRGT DVLP | 154 | $799,612 | 25,177 | 0.00 | 0.00 | -1,602 | -5.98 | 12-31-2023 |
