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 |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | COM | 201 | $452,647 | 853 | 0.00 | 0.00 | 50 | 6.23 | 12-31-2023 |
| TANGER INC | COM | 202 | $440,326 | 15,885 | 0.00 | 0.00 | -1,022 | -6.04 | 12-31-2023 |
| ADOBE INC | COM | 203 | $439,694 | 737 | 0.00 | 0.00 | 344 | 87.53 | 12-31-2023 |
| WELLTOWER INC | COM | 204 | $439,319 | 4,872 | 0.00 | 0.00 | -264 | -5.14 | 12-31-2023 |
