0001861798-22-000003.txt : 20220511 0001861798-22-000003.hdr.sgml : 20220511 20220511130311 ACCESSION NUMBER: 0001861798-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220511 DATE AS OF CHANGE: 20220511 EFFECTIVENESS DATE: 20220511 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: 22912933 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 03-31-2022 03-31-2022 MONUMENTAL FINANCIAL GROUP INC.

1 RESEARCH COURT SUITE 240 ROCKVILLE MD 20850

13F HOLDINGS REPORT 028-21222 N Ian Meiksins 2027536940 Ian Meiksins Washington DC 05-11-2022 0 58 120917 false INFORMATION TABLE 2 BWM13F_1Q2022.xml ISHARES TR CORE S&P MCP ETF 464287507 54 200 SH SOLE 0 0 200 ISHARES TR CORE S&P500 ETF 464287200 22092 48694 SH SOLE 0 0 48694 ISHARES TR RUS 1000 VAL ETF 464287598 161 971 SH SOLE 0 0 971 AMAZON COM INC COM 023135106 13 4 SH SOLE 0 0 4 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 78 220 SH SOLE 0 0 220 AMGEN INC COM 031162100 8 32 SH SOLE 0 0 32 ABBOTT LABS COM 002824100 38 320 SH SOLE 0 0 320 ORACLE CORP COM 68389X105 3 40 SH SOLE 0 0 40 MICROSOFT CORP COM 594918104 28 90 SH SOLE 0 0 90 AT&T INC COM 00206R102 0 13 SH SOLE 0 0 13 CISCO SYS INC COM 17275R102 4 76 SH SOLE 0 0 76 STARBUCKS CORP COM 855244109 7 72 SH SOLE 0 0 72 EXXON MOBIL CORP COM 30231G102 1 15 SH SOLE 0 0 15 LILLY ELI & CO COM 532457108 64 224 SH SOLE 0 0 224 HOME DEPOT INC COM 437076102 5 17 SH SOLE 0 0 17 ISHARES TR IBOXX INV CP ETF 464287242 38 315 SH SOLE 0 0 315 COMCAST CORP NEW CL A 20030N101 4 85 SH SOLE 0 0 85 WASTE MGMT INC DEL COM 94106L109 368 2323 SH SOLE 0 0 2323 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1959 10001 SH SOLE 0 0 10001 VANGUARD INDEX FDS VALUE ETF 922908744 8 52 SH SOLE 0 0 52 VANGUARD INDEX FDS MID CAP ETF 922908629 304 1278 SH SOLE 0 0 1278 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 28 254 SH SOLE 0 0 254 VANGUARD INDEX FDS GROWTH ETF 922908736 234 813 SH SOLE 0 0 813 VANGUARD WORLD FDS INF TECH ETF 92204A702 11098 26646 SH SOLE 0 0 26646 ISHARES TR MSCI USA ESG SLC 464288802 469 4841 SH SOLE 0 0 4841 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8432 108235 SH SOLE 0 0 108235 ISHARES TR NATIONAL MUN ETF 464288414 413 3767 SH SOLE 0 0 3767 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2 20 SH SOLE 0 0 20 VISA INC COM CL A 92826C839 35 160 SH SOLE 0 0 160 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 23 308 SH SOLE 0 0 308 ISHARES TR GL CLEAN ENE ETF 464288224 157 7275 SH SOLE 0 0 7275 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2853 33162 SH SOLE 0 0 33162 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6828 185936 SH SOLE 0 0 185936 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 7920 125897 SH SOLE 0 0 125897 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 10014 168989 SH SOLE 0 0 168989 SPDR SER TR PORTFLI MORTGAGE 78464A383 13 550 SH SOLE 0 0 550 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 11 146 SH SOLE 0 0 146 SCHWAB STRATEGIC TR US TIPS ETF 808524870 488 8039 SH SOLE 0 0 8039 ISHARES TR MSCI EAFE MIN VL 46429B689 1421 19697 SH SOLE 0 0 19697 SPDR SER TR PORTFLI HIGH YLD 78468R606 43 1695 SH SOLE 0 0 1695 ABBVIE INC COM 00287Y109 52 320 SH SOLE 0 0 320 T-MOBILE US INC COM 872590104 0 1 SH SOLE 0 0 1 ISHARES TR MSCI USA MMENTM 46432F396 7217 42891 SH SOLE 0 0 42891 ISHARES TR MSCI USA QLT FCT 46432F339 14663 108910 SH SOLE 0 0 108910 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 1735 26422 SH SOLE 0 0 26422 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 1495 31203 SH SOLE 0 0 31203 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 8755 110715 SH SOLE 0 0 110715 ALPHABET INC CAP STK CL C 02079K107 279 100 SH SOLE 0 0 100 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8 70 SH SOLE 0 0 70 ARK ETF TR INNOVATION ETF 00214Q104 9 133 SH SOLE 0 0 133 ISHARES TR EXPONENTIAL TECH 46434V381 109 1853 SH SOLE 0 0 1853 SPDR INDEX SHS FDS S&P NORTH AMER 78463X152 30 521 SH SOLE 0 0 521 ISHARES TR MSCI GBL SUS DEV 46435G532 147 1724 SH SOLE 0 0 1724 SPDR SER TR S&P KENSHO NEW 78468R648 10 191 SH SOLE 0 0 191 ISHARES TR SELF DRIVNG EV 46435U366 3506 75522 SH SOLE 0 0 75522 GLOBAL X FDS THMATC GWT ETF 37954Y418 27 728 SH SOLE 0 0 728 CVENT HOLDING CORP COMMON STOCK 126677103 4 625 SH SOLE 0 0 625 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 7152 144799 SH SOLE 0 0 144799