0001861798-23-000002.txt : 20230503 0001861798-23-000002.hdr.sgml : 20230503 20230503125416 ACCESSION NUMBER: 0001861798-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230503 DATE AS OF CHANGE: 20230503 EFFECTIVENESS DATE: 20230503 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: 23882785 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 X0202 13F-HR LIVE false false false 0001861798 XXXXXXXX 03-31-2023 03-31-2023 MONUMENTAL FINANCIAL GROUP INC.

1 RESEARCH COURT SUITE 240 ROCKVILLE MD 20850

13F HOLDINGS REPORT 028-21222 000286177 801-120076 N Ian D Meiksins 2027536940 Ian Meiksins Cincinnati OH 05-03-2023 0 79 139725 false INFORMATION TABLE 2 13FQ12023.xml ISHARES TR CORE S&P500 ETF 464287200 13815 33607 SH SOLE 0 0 33607 ISHARES TR RUS 1000 VAL ETF 464287598 148 971 SH SOLE 0 0 971 ISHARES TR RUS 1000 GRW ETF 464287614 17 71 SH SOLE 0 0 71 ADOBE SYSTEMS INCORPORATED COM 00724F101 1333 3458 SH SOLE 0 0 3458 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 68 220 SH SOLE 0 0 220 ABBOTT LABS COM 002824100 32 320 SH SOLE 0 0 320 LOWES COS INC COM 548661107 1078 5393 SH SOLE 0 0 5393 MICROSOFT CORP COM 594918104 1276 4425 SH SOLE 0 0 4425 TRUIST FINL CORP COM 89832Q109 62 1816 SH SOLE 0 0 1816 PEPSICO INC COM 713448108 1130 6197 SH SOLE 0 0 6197 STARBUCKS CORP COM 855244109 7 72 SH SOLE 0 0 72 EXXON MOBIL CORP COM 30231G102 2 15 SH SOLE 0 0 15 WALMART INC COM 931142103 1145 7763 SH SOLE 0 0 7763 ASTRAZENECA PLC SPONSORED ADR 046353108 1240 17871 SH SOLE 0 0 17871 COSTCO WHSL CORP NEW COM 22160K105 1089 2191 SH SOLE 0 0 2191 LILLY ELI & CO COM 532457108 1169 3403 SH SOLE 0 0 3403 DIAGEO PLC SPON ADR NEW 25243Q205 1107 6109 SH SOLE 0 0 6109 MERCK & CO INC COM 58933Y105 1198 11260 SH SOLE 0 0 11260 HOME DEPOT INC COM 437076102 5 17 SH SOLE 0 0 17 NIKE INC CL B 654106103 1350 11007 SH SOLE 0 0 11007 MONDELEZ INTL INC CL A 609207105 1235 17708 SH SOLE 0 0 17708 INTUIT COM 461202103 1169 2623 SH SOLE 0 0 2623 VANGUARD INDEX FDS TOTAL STK MKT 922908769 94 461 SH SOLE 0 0 461 WASTE MGMT INC DEL COM 94106L109 381 2334 SH SOLE 0 0 2334 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 4289 22162 SH SOLE 0 0 22162 ISHARES TR S&P 100 ETF 464287101 19 104 SH SOLE 0 0 104 CANADIAN PAC RY LTD COM 13645T100 1118 14526 SH SOLE 0 0 14526 S&P GLOBAL INC COM 78409V104 1125 3264 SH SOLE 0 0 3264 KLA CORP COM NEW 482480100 1261 3159 SH SOLE 0 0 3159 CME GROUP INC COM 12572Q105 1143 5968 SH SOLE 0 0 5968 L3HARRIS TECHNOLOGIES INC COM 502431109 124 630 SH SOLE 0 0 630 LAUDER ESTEE COS INC CL A 518439104 1150 4668 SH SOLE 0 0 4668 DOMINOS PIZZA INC COM 25754A201 1049 3180 SH SOLE 0 0 3180 VANGUARD INDEX FDS VALUE ETF 922908744 19 136 SH SOLE 0 0 136 VANGUARD INDEX FDS MID CAP ETF 922908629 114 541 SH SOLE 0 0 541 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8 48 SH SOLE 0 0 48 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 21 254 SH SOLE 0 0 254 CHENIERE ENERGY INC COM NEW 16411R208 1039 6591 SH SOLE 0 0 6591 VANGUARD INDEX FDS GROWTH ETF 922908736 203 813 SH SOLE 0 0 813 ASML HOLDING N V N Y REGISTRY SHS N07059210 1457 2140 SH SOLE 0 0 2140 THERMO FISHER SCIENTIFIC INC COM 883556102 1143 1983 SH SOLE 0 0 1983 FIRST TR VALUE LINE DIVID IN SHS 33734H106 44 1093 SH SOLE 0 0 1093 BROWN FORMAN CORP CL B 115637209 1022 15907 SH SOLE 0 0 15907 VANGUARD WORLD FDS INF TECH ETF 92204A702 9780 25370 SH SOLE 0 0 25370 ISHARES TR MSCI USA ESG SLC 464288802 503 5730 SH SOLE 0 0 5730 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 19 99 SH SOLE 0 0 99 ISHARES TR ISHS 1-5YR INVS 464288646 35 695 SH SOLE 0 0 695 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 9765 127668 SH SOLE 0 0 127668 ISHARES TR NATIONAL MUN ETF 464288414 149 1385 SH SOLE 0 0 1385 VISA INC COM CL A 92826C839 1265 5612 SH SOLE 0 0 5612 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 24 308 SH SOLE 0 0 308 SPDR SER TR S&P 600 SML CAP 78464A813 305 3630 SH SOLE 0 0 3630 ISHARES TR GL CLEAN ENE ETF 464288224 139 7040 SH SOLE 0 0 7040 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 270 3368 SH SOLE 0 0 3368 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4416 126888 SH SOLE 0 0 126888 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 7471 124605 SH SOLE 0 0 124605 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 11085 189362 SH SOLE 0 0 189362 SCHWAB STRATEGIC TR US TIPS ETF 808524870 117 2177 SH SOLE 0 0 2177 ISHARES TR FLTG RATE NT ETF 46429B655 1645 32641 SH SOLE 0 0 32641 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 643 8792 SH SOLE 0 0 8792 ISHARES TR MSCI USA MIN VOL 46429B697 667 9168 SH SOLE 0 0 9168 ISHARES TR MSCI EAFE MIN VL 46429B689 2362 34915 SH SOLE 0 0 34915 SERVICENOW INC COM 81762P102 1225 2637 SH SOLE 0 0 2637 ABBVIE INC COM 00287Y109 51 320 SH SOLE 0 0 320 ZOETIS INC CL A 98978V103 1159 6964 SH SOLE 0 0 6964 ISHARES TR MSCI USA MMENTM 46432F396 4234 30449 SH SOLE 0 0 30449 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 18 368 SH SOLE 0 0 368 ISHARES TR MSCI USA QLT FCT 46432F339 9101 73353 SH SOLE 0 0 73353 SCIENCE APPLICATIONS INTL CO COM 808625107 4 36 SH SOLE 0 0 36 VEEVA SYS INC CL A COM 922475108 1143 6221 SH SOLE 0 0 6221 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 3937 64047 SH SOLE 0 0 64047 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 5659 129148 SH SOLE 0 0 129148 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 5442 83116 SH SOLE 0 0 83116 ISHARES TR EXPONENTIAL TECH 46434V381 98 1853 SH SOLE 0 0 1853 ISHARES TR MSCI GBL SUS DEV 46435G532 161 2037 SH SOLE 0 0 2037 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 35 781 SH SOLE 0 0 781 ISHARES TR SELF DRIVNG EV 46435U366 2259 58894 SH SOLE 0 0 58894 CVENT HOLDING CORP COMMON STOCK 126677103 5 625 SH SOLE 0 0 625 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 8036 163205 SH SOLE 0 0 163205