Managing Member

0001729428-24-000001.txt : 20240201 0001729428-24-000001.hdr.sgml : 20240201 20240201153741 ACCESSION NUMBER: 0001729428-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240201 DATE AS OF CHANGE: 20240201 EFFECTIVENESS DATE: 20240201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Monument Capital Management CENTRAL INDEX KEY: 0001729428 ORGANIZATION NAME: IRS NUMBER: 262076721 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18260 FILM NUMBER: 24586659 BUSINESS ADDRESS: STREET 1: 1940 DUKE STREET STREET 2: SUITE 6100 CITY: ALEXANDRIA STATE: VA ZIP: 22314 BUSINESS PHONE: 703-504-9600 MAIL ADDRESS: STREET 1: 1940 DUKE STREET STREET 2: SUITE 6100 CITY: ALEXANDRIA STATE: VA ZIP: 22314 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001729428 XXXXXXXX 12-31-2023 12-31-2023 Monument Capital Management

1940 DUKE STREET SUITE 6100 ALEXANDRIA VA 22314

13F HOLDINGS REPORT 028-18260 000159882 801-76802 N David Armstrong Managing Member 703-504-9600 David Armstrong Alexandria VA 01-31-2024 0 177 310728348 false INFORMATION TABLE 2 monument4q23.xml ABBOTT LABS COM 002824100 279749 2542 SH SOLE 0 0 2542 ABBVIE INC COM 00287Y109 1015306 6552 SH SOLE 0 0 6552 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1399128 3987 SH SOLE 0 0 3987 ADOBE INC COM 00724F101 439694 737 SH SOLE 0 0 737 AFLAC INC COM 001055102 327443 3969 SH SOLE 0 0 3969 ALPHABET INC CAP STK CL A 02079K305 2234202 15994 SH SOLE 0 0 15994 ALPHABET INC CAP STK CL C 02079K107 469156 3329 SH SOLE 0 0 3329 AMAZON COM INC COM 023135106 1068138 7030 SH SOLE 0 0 7030 AMERICAN INTL GROUP INC COM NEW 026874784 271091 4001 SH SOLE 0 0 4001 AMGEN INC COM 031162100 644131 2236 SH SOLE 0 0 2236 APPLE INC COM 037833100 6758370 35103 SH SOLE 0 0 35103 APPLIED MATLS INC COM 038222105 299866 1850 SH SOLE 0 0 1850 ARCH CAP GROUP LTD ORD G0450A105 467827 6299 SH SOLE 0 0 6299 ARES CAPITAL CORP COM 04010L103 584131 29163 SH SOLE 0 0 29163 AUTOMATIC DATA PROCESSING IN COM 053015103 273421 1174 SH SOLE 0 0 1174 AUTOZONE INC COM 053332102 351643 136 SH SOLE 0 0 136 BADGER METER INC COM 056525108 2404317 15575 SH SOLE 0 0 15575 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 325631 913 SH SOLE 0 0 913 BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 384727 13919 SH SOLE 0 0 13919 BLOCK H & R INC COM 093671105 2298591 47521 SH SOLE 0 0 47521 BOOKING HOLDINGS INC COM 09857L108 2600112 733 SH SOLE 0 0 733 BROADCOM INC COM 11135F101 3266439 2926 SH SOLE 0 0 2926 BUILDERS FIRSTSOURCE INC COM 12008R107 4461173 26723 SH SOLE 0 0 26723 CABOT CORP COM 127055101 2266691 27146 SH SOLE 0 0 27146 CARDINAL HEALTH INC COM 14149Y108 469022 4653 SH SOLE 0 0 4653 CASEYS GEN STORES INC COM 147528103 1525655 5553 SH SOLE 0 0 5553 CATERPILLAR INC COM 149123101 4634204 15674 SH SOLE 0 0 15674 CBOE GLOBAL MKTS INC COM 12503M108 215165 1205 SH SOLE 0 0 1205 CENCORA INC COM 03073E105 321009 1563 SH SOLE 0 0 1563 CHEVRON CORP NEW COM 166764100 826617 5542 SH SOLE 0 0 5542 CHORD ENERGY CORPORATION COM NEW 674215207 2034821 12241 SH SOLE 0 0 12241 CISCO SYS INC COM 17275R102 1466646 29031 SH SOLE 0 0 29031 CLEAN HARBORS INC COM 184496107 1938457 11108 SH SOLE 0 0 11108 COCA COLA CO COM 191216100 1112304 18875 SH SOLE 0 0 18875 COCA COLA CONS INC COM 191098102 3563542 3838 SH SOLE 0 0 3838 CONOCOPHILLIPS COM 20825C104 2594096 22349 SH SOLE 0 0 22349 COSTCO WHSL CORP NEW COM 22160K105 480724 728 SH SOLE 0 0 728 CVS HEALTH CORP COM 126650100 207067 2622 SH SOLE 0 0 2622 D R HORTON INC COM 23331A109 2792524 18374 SH SOLE 0 0 18374 DECKERS OUTDOOR CORP COM 243537107 1449825 2169 SH SOLE 0 0 2169 DELL TECHNOLOGIES INC CL C 24703L202 369988 4836 SH SOLE 0 0 4836 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 321881 11012 SH SOLE 0 0 11012 DOW INC COM 260557103 460545 8398 SH SOLE 0 0 8398 EAGLE MATLS INC COM 26969P108 2385805 11762 SH SOLE 0 0 11762 EATON CORP PLC SHS G29183103 581532 2415 SH SOLE 0 0 2415 ELEVANCE HEALTH INC COM 036752103 302742 642 SH SOLE 0 0 642 ELI LILLY & CO COM 532457108 1677353 2878 SH SOLE 0 0 2878 EMCOR GROUP INC COM 29084Q100 2590880 12027 SH SOLE 0 0 12027 EMPIRE ST RLTY TR INC CL A 292104106 471009 48608 SH SOLE 0 0 48608 EVERCORE INC CLASS A 29977A105 3256845 19040 SH SOLE 0 0 19040 EXXON MOBIL CORP COM 30231G102 1520712 15210 SH SOLE 0 0 15210 FAIR ISAAC CORP COM 303250104 473752 407 SH SOLE 0 0 407 FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 33734X101 657007 11139 SH SOLE 0 0 11139 FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 33734X127 545379 32677 SH SOLE 0 0 32677 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 629480 14541 SH SOLE 0 0 14541 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150 676930 10437 SH SOLE 0 0 10437 FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 33734X838 781243 60003 SH SOLE 0 0 60003 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 1833419 30731 SH SOLE 0 0 30731 FIRSTCASH HOLDINGS INC COM 33768G107 2134958 19697 SH SOLE 0 0 19697 FS KKR CAP CORP COM 302635206 381979 19128 SH SOLE 0 0 19128 GARTNER INC COM 366651107 470057 1042 SH SOLE 0 0 1042 GENERAL ELECTRIC CO COM NEW 369604301 322651 2528 SH SOLE 0 0 2528 GENUINE PARTS CO COM 372460105 271192 1958 SH SOLE 0 0 1958 GILEAD SCIENCES INC COM 375558103 887627 10957 SH SOLE 0 0 10957 GRAINGER W W INC COM 384802104 4107721 4957 SH SOLE 0 0 4957 GRAND CANYON ED INC COM 38526M106 1819511 13780 SH SOLE 0 0 13780 HENRY JACK & ASSOC INC COM 426281101 433005 2650 SH SOLE 0 0 2650 HOME DEPOT INC COM 437076102 1880664 5427 SH SOLE 0 0 5427 HONEYWELL INTL INC COM 438516106 291287 1389 SH SOLE 0 0 1389 HUBBELL INC COM 443510607 2957805 8992 SH SOLE 0 0 8992 ILLINOIS TOOL WKS INC COM 452308109 530223 2024 SH SOLE 0 0 2024 INOTIV INC COM 45783Q100 120695 32887 SH SOLE 0 0 32887 INTERPUBLIC GROUP COS INC COM 460690100 214477 6571 SH SOLE 0 0 6571 INVESCO EXCH TRADED FD TR II DORSEY WRGT DVLP 46138E875 799612 25177 SH SOLE 0 0 25177 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 2380929 72945 SH SOLE 0 0 72945 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 1088916 34682 SH SOLE 0 0 34682 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2327887 14752 SH SOLE 0 0 14752 INVESCO QQQ TR UNIT SER 1 46090E103 5287414 12911 SH SOLE 0 0 12911 IRON MTN INC DEL COM 46284V101 708137 10119 SH SOLE 0 0 10119 ISHARES INC CORE MSCI EMKT 46434G103 2162012 42744 SH SOLE 0 0 42744 ISHARES TR CORE MSCI EAFE 46432F842 11147342 158455 SH SOLE 0 0 158455 ISHARES TR BROAD USD HIGH 46435U853 5682730 156334 SH SOLE 0 0 156334 ISHARES TR ESG SCRND S&P500 46436E569 225556 6199 SH SOLE 0 0 6199 ISHARES TR RUS 1000 VAL ETF 464287598 219948 1331 SH SOLE 0 0 1331 ISHARES TR RUS 1000 GRW ETF 464287614 278007 917 SH SOLE 0 0 917 ISHARES TR CORE S&P US VLU 464287663 8957968 106225 SH SOLE 0 0 106225 ISHARES TR CORE S&P US GWT 464287671 17712725 170151 SH SOLE 0 0 170151 ISHARES TR 20 YR TR BD ETF 464287432 1123743 11365 SH SOLE 0 0 11365 ISHARES TR JPMORGAN USD EMG 464288281 6976468 78334 SH SOLE 0 0 78334 ISHARES TR CORE S&P TTL STK 464287150 8876162 84350 SH SOLE 0 0 84350 ISHARES TR PFD AND INCM SEC 464288687 1181777 37890 SH SOLE 0 0 37890 JABIL INC COM 466313103 2646059 20770 SH SOLE 0 0 20770 JOHNSON & JOHNSON COM 478160104 304430 1942 SH SOLE 0 0 1942 JPMORGAN CHASE & CO COM 46625H100 1756793 10328 SH SOLE 0 0 10328 KIMBERLY-CLARK CORP COM 494368103 204381 1682 SH SOLE 0 0 1682 KITE RLTY GROUP TR COM NEW 49803T300 396557 17347 SH SOLE 0 0 17347 KLA CORP COM NEW 482480100 265073 456 SH SOLE 0 0 456 LAM RESEARCH CORP COM 512807108 213199 272 SH SOLE 0 0 272 LENNAR CORP CL A 526057104 213874 1435 SH SOLE 0 0 1435 LINCOLN ELEC HLDGS INC COM 533900106 2801876 12885 SH SOLE 0 0 12885 LOCKHEED MARTIN CORP COM 539830109 927025 2045 SH SOLE 0 0 2045 LOWES COS INC COM 548661107 361490 1624 SH SOLE 0 0 1624 LPL FINL HLDGS INC COM 50212V100 1949627 8565 SH SOLE 0 0 8565 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 342954 3607 SH SOLE 0 0 3607 MARATHON PETE CORP COM 56585A102 2533944 17080 SH SOLE 0 0 17080 MASTERCARD INCORPORATED CL A 57636Q104 867836 2035 SH SOLE 0 0 2035 MCDONALDS CORP COM 580135101 1029190 3471 SH SOLE 0 0 3471 MCKESSON CORP COM 58155Q103 791697 1710 SH SOLE 0 0 1710 MERCK & CO INC COM 58933Y105 957552 8783 SH SOLE 0 0 8783 META PLATFORMS INC CL A 30303M102 249188 704 SH SOLE 0 0 704 MGIC INVT CORP WIS COM 552848103 2878934 149245 SH SOLE 0 0 149245 MICROSOFT CORP COM 594918104 11756342 31264 SH SOLE 0 0 31264 MURPHY USA INC COM 626755102 3990026 11190 SH SOLE 0 0 11190 NIKE INC CL B 654106103 220745 2033 SH SOLE 0 0 2033 NUCOR CORP COM 670346105 837008 4809 SH SOLE 0 0 4809 NVIDIA CORPORATION COM 67066G104 901162 1820 SH SOLE 0 0 1820 OMNICOM GROUP INC COM 681919106 535151 6186 SH SOLE 0 0 6186 ORACLE CORP COM 68389X105 796233 7552 SH SOLE 0 0 7552 OREILLY AUTOMOTIVE INC COM 67103H107 571948 602 SH SOLE 0 0 602 PACCAR INC COM 693718108 3328965 34091 SH SOLE 0 0 34091 PACKAGING CORP AMER COM 695156109 294378 1807 SH SOLE 0 0 1807 PARKER-HANNIFIN CORP COM 701094104 233575 507 SH SOLE 0 0 507 PAYCHEX INC COM 704326107 212399 1783 SH SOLE 0 0 1783 PENSKE AUTOMOTIVE GRP INC COM 70959W103 2549514 15884 SH SOLE 0 0 15884 PEPSICO INC COM 713448108 491474 2894 SH SOLE 0 0 2894 PFIZER INC COM 717081103 244637 8497 SH SOLE 0 0 8497 PHILIP MORRIS INTL INC COM 718172109 206917 2199 SH SOLE 0 0 2199 PHILLIPS 66 COM 718546104 2794689 20991 SH SOLE 0 0 20991 PROCTER AND GAMBLE CO COM 742718109 3385745 23105 SH SOLE 0 0 23105 PROGRESSIVE CORP COM 743315103 411739 2585 SH SOLE 0 0 2585 PULTE GROUP INC COM 745867101 4414002 42763 SH SOLE 0 0 42763 QUALCOMM INC COM 747525103 414131 2863 SH SOLE 0 0 2863 QUANTA SVCS INC COM 74762E102 1343634 6226 SH SOLE 0 0 6226 RADIANT LOGISTICS INC COM 75025X100 507960 76500 SH SOLE 0 0 76500 REINSURANCE GRP OF AMERICA I COM NEW 759351604 2152483 13305 SH SOLE 0 0 13305 RELIANCE STEEL & ALUMINUM CO COM 759509102 2774232 9919 SH SOLE 0 0 9919 ROYAL CARIBBEAN GROUP COM V7780T103 231010 1784 SH SOLE 0 0 1784 RYMAN HOSPITALITY PPTYS INC COM 78377T107 345148 3136 SH SOLE 0 0 3136 SELECT SECTOR SPDR TR ENERGY 81369Y506 308977 3685 SH SOLE 0 0 3685 SERVICE CORP INTL COM 817565104 895920 13089 SH SOLE 0 0 13089 SIMON PPTY GROUP INC NEW COM 828806109 740468 5191 SH SOLE 0 0 5191 SNAP ON INC COM 833034101 2608160 9030 SH SOLE 0 0 9030 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 506890 1345 SH SOLE 0 0 1345 SPDR S&P 500 ETF TR TR UNIT 78462F103 17989271 37847 SH SOLE 0 0 37847 STARBUCKS CORP COM 855244109 559258 5825 SH SOLE 0 0 5825 STEEL DYNAMICS INC COM 858119100 274028 2320 SH SOLE 0 0 2320 SUPER MICRO COMPUTER INC COM 86800U104 2359074 8299 SH SOLE 0 0 8299 SYNOPSYS INC COM 871607107 957733 1860 SH SOLE 0 0 1860 TANGER INC COM 875465106 440326 15885 SH SOLE 0 0 15885 TESLA INC COM 88160R101 262643 1057 SH SOLE 0 0 1057 TEXAS INSTRS INC COM 882508104 425706 2497 SH SOLE 0 0 2497 THERMO FISHER SCIENTIFIC INC COM 883556102 452647 853 SH SOLE 0 0 853 TJX COS INC NEW COM 872540109 850891 9070 SH SOLE 0 0 9070 TRAVELERS COMPANIES INC COM 89417E109 253423 1330 SH SOLE 0 0 1330 TRUIST FINL CORP COM 89832Q109 823205 22297 SH SOLE 0 0 22297 UNION PAC CORP COM 907818108 285165 1161 SH SOLE 0 0 1161 UNITED PARCEL SERVICE INC CL B 911312106 858569 5461 SH SOLE 0 0 5461 UNITED RENTALS INC COM 911363109 2578804 4497 SH SOLE 0 0 4497 UNITEDHEALTH GROUP INC COM 91324P102 1533433 2913 SH SOLE 0 0 2913 VALERO ENERGY CORP COM 91913Y100 345930 2661 SH SOLE 0 0 2661 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 3209995 65026 SH SOLE 0 0 65026 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1803821 7604 SH SOLE 0 0 7604 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 498874 4849 SH SOLE 0 0 4849 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3381476 41603 SH SOLE 0 0 41603 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2252201 38611 SH SOLE 0 0 38611 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4872541 101723 SH SOLE 0 0 101723 VISA INC COM CL A 92826C839 1592970 6119 SH SOLE 0 0 6119 WALMART INC COM 931142103 3577067 22690 SH SOLE 0 0 22690 WASTE MGMT INC DEL COM 94106L109 978144 5461 SH SOLE 0 0 5461 WATSCO INC COM 942622200 2988086 6974 SH SOLE 0 0 6974 WELLS FARGO CO NEW COM 949746101 493135 10019 SH SOLE 0 0 10019 WELLTOWER INC COM 95040Q104 439319 4872 SH SOLE 0 0 4872 WILLIAMS SONOMA INC COM 969904101 3151779 15620 SH SOLE 0 0 15620 WORTHINGTON ENTERPRISES INC COM 981811102 2067028 35917 SH SOLE 0 0 35917 WORTHINGTON STL INC COM SHS 982104101 1009633 35930 SH SOLE 0 0 35930 WP CAREY INC COM 92936U109 231514 3572 SH SOLE 0 0 3572 YUM BRANDS INC COM 988498101 212976 1630 SH SOLE 0 0 1630