0001861798-21-000001.txt : 20210514 0001861798-21-000001.hdr.sgml : 20210514 20210514134300 ACCESSION NUMBER: 0001861798-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210514 DATE AS OF CHANGE: 20210514 EFFECTIVENESS DATE: 20210514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MONUMENTAL FINANCIAL GROUP INC. CENTRAL INDEX KEY: 0001861798 IRS NUMBER: 453935022 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21222 FILM NUMBER: 21923523 BUSINESS ADDRESS: STREET 1: 1 RESEARCH COURT STREET 2: SUITE 240 CITY: ROCKVILLE STATE: MD ZIP: 20850 BUSINESS PHONE: 3018500680 MAIL ADDRESS: STREET 1: 1 RESEARCH COURT STREET 2: SUITE 240 CITY: ROCKVILLE STATE: MD ZIP: 20850 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001861798 XXXXXXXX 03-31-2021 03-31-2021 MONUMENTAL FINANCIAL GROUP INC.

1 RESEARCH COURT SUITE 240 ROCKVILLE MD 20850

13F HOLDINGS REPORT 028-21222 N Alisha Dowell 2027534565 Alisha Dowell Washington DC 05-14-2021 0 49 104729 false INFORMATION TABLE 2 BWM13FReportXML1Q21.xml BRIDGEMARK 13F 1Q2021 ADOBE INC COM COM 00724F101 749 1576 SH SOLE 0 38 1538 ALPHABET INC COM CL C COM CL C 02079K107 1049 507 SH SOLE 0 8 499 AMAZON COM INC COM COM 023135106 801 259 SH SOLE 0 5 254 AMGEN INC COM COM 031162100 622 2499 SH SOLE 0 45 2454 APPLE INC COM COM 037833100 808 6614 SH SOLE 0 147 6467 BRISTOL-MYERS SQUIBB CO COM COM 110122108 480 7605 SH SOLE 0 162 7443 COSTCO WHOLESALE CORP COM COM 22160K105 484 1372 SH SOLE 0 29 1343 DOMINOS PIZZA INC COM COM 25754A201 413 1123 SH SOLE 0 27 1096 ELI LILLY AND COMPANY COM COM 532457108 671 3594 SH SOLE 0 80 3514 ESTEE LAUDER COMPANIES INC COM CL A COM CL A 518439104 204 703 SH SOLE 0 0 703 FACEBOOK INC COM CL A COM CL A 30303M102 814 2763 SH SOLE 0 64 2699 FIDELITY COVINGTON TRUST MSCI CONSM DIS ETF MSCI CONSM DIS ETF 316092204 638 8351 SH SOLE 0 246 8105 FIDELITY COVINGTON TRUST MSCI HLTH CARE I ETF MSCI HLTH CARE I ETF 316092600 6642 112657 SH SOLE 0 1621 111036 FIDELITY COVINGTON TRUST MSCI UTILS INDEX ETF MSCI UTILS INDEX ETF 316092865 2592 62483 SH SOLE 0 930 61553 HOME DEPOT INC COM COM 437076102 237 777 SH SOLE 0 0 777 INTEL CORP COM COM 458140100 869 13575 SH SOLE 0 223 13352 INTUIT INC COM COM 461202103 955 2494 SH SOLE 0 42 2453 INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETF S&P MDCP MOMNTUM ETF 46137V464 672 8016 SH SOLE 0 229 7787 INVESCO EXCHANGE TRADED FD TR S&P SMLCP MOMENT ETF S&P SMLCP MOMENT ETF 46137V498 652 12521 SH SOLE 0 358 12163 ISHARES TRUST CORE S&P500 ETF CORE S&P500 ETF 464287200 703 1768 SH SOLE 0 51 1717 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET ETF 464287226 811 7122 SH SOLE 0 84 7038 ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF MSCI EAFE MIN VOL FACTOR ETF 46429B689 583 7984 SH SOLE 0 0 7984 ISHARES TRUST MSCI USA ESG SLC ETF MSCI USA ESG SLC ETF 464288802 486 5531 SH SOLE 0 0 5531 ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL FACTOR ETF 46429B697 608 8793 SH SOLE 0 0 8793 ISHARES TRUST MSCI USA MOMENTUM FACTOR ETF MSCI USA MOMENTUM FACTOR ETF 46432F396 8013 49816 SH SOLE 0 773 49043 ISHARES TRUST MSCI USA QUALITY FACTOR ETF MSCI USA QUALITY FACTOR ETF 46432F339 3858 31681 SH SOLE 0 445 31236 ISHARES TRUST NATIONAL MUN ETF NATIONAL MUN ETF 464288414 1489 12832 SH SOLE 0 0 12832 ISHARES TRUST SELF DRIVNG EV ETF SELF DRIVNG EV ETF 46435U366 777 16858 SH SOLE 0 392 16466 JOHNSON & JOHNSON COM COM 478160104 711 4326 SH SOLE 0 80 4246 LOCKHEED MARTIN CORP COM COM 539830109 422 1141 SH SOLE 0 27 1114 MASTERCARD INCORPORATED COM CL A COM CL A 57636Q104 706 1982 SH SOLE 0 33 1949 MICROSOFT CORP COM COM 594918104 1100 4666 SH SOLE 0 76 4589 NIKE INC COM CL B COM CL B 654106103 746 5614 SH SOLE 0 94 5520 NORTHROP GRUMMAN CORP COM COM 666807102 445 1376 SH SOLE 0 32 1344 PFIZER INC COM COM 717081103 473 13051 SH SOLE 0 278 12773 REGENERON PHARMACEUTICALS INC COM COM 75886F107 454 960 SH SOLE 0 22 938 SCHWAB STRATEGIC TR US TIPS ETF US TIPS ETF 808524870 8475 138578 SH SOLE 0 2293 136284 STARBUCKS CORP COM COM 855244109 795 7280 SH SOLE 0 123 7156 UNITEDHEALTH GROUP INC COM COM 91324P102 544 1462 SH SOLE 0 35 1427 VANGUARD CONSUM STP ETF CONSUM STP ETF 92204A207 5877 32976 SH SOLE 0 462 32514 VANGUARD INF TECH ETF INF TECH ETF 92204A702 11400 31801 SH SOLE 0 503 31298 VANGUARD INTER TERM TREAS ETF INTER TERM TREAS ETF 92206C706 19715 293253 SH SOLE 0 4424 288829 VANGUARD INT-TERM CORP ETF INT-TERM CORP ETF 92206C870 10719 115217 SH SOLE 0 1854 113363 VANGUARD SHORT TERM TREAS ETF SHORT TERM TREAS ETF 92206C102 472 7676 SH SOLE 0 0 7676 VANGUARD SHORT TRM BOND ETF SHORT TRM BOND ETF 921937827 719 8743 SH SOLE 0 0 8743 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT ETF 922908769 1692 8184 SH SOLE 0 152 8032 VISA INC COM CL A COM CL A 92826C839 640 3023 SH SOLE 0 51 2972 WASTE MANAGEMENT INC COM COM 94106L109 307 2380 SH SOLE 0 0 2380 ZOETIS INC COM CL A COM CL A 98978V103 637 4046 SH SOLE 0 69 3977