0001861798-24-000003.txt : 20240416 0001861798-24-000003.hdr.sgml : 20240416 20240416151858 ACCESSION NUMBER: 0001861798-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240416 DATE AS OF CHANGE: 20240416 EFFECTIVENESS DATE: 20240416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MONUMENTAL FINANCIAL GROUP INC. CENTRAL INDEX KEY: 0001861798 ORGANIZATION NAME: 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: 24847545 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 03-31-2024 03-31-2024 MONUMENTAL FINANCIAL GROUP INC.

1 RESEARCH COURT SUITE 240 ROCKVILLE MD 20850

13F HOLDINGS REPORT 028-21222 000286177 801-120076 N Sarah Schmidt (859) 203-4734 Sarah Schmidt Covington KY 04-16-2024 0 40 188024297 false INFORMATION TABLE 2 bridgeq1.xml AGILENT TECHNOLOGIES INC COM 00846U101 1336800 9187 SH SOLE 0 0 0 9187 ALPHABET INC CAP STK CL C 02079K107 1458803 9581 SH SOLE 0 0 0 9581 AMAZON COM INC COM 023135106 217178 1204 SH SOLE 0 0 0 1204 ANALOG DEVICES INC COM 032654105 1136304 5745 SH SOLE 0 0 0 5745 APPLE INC COM 037833100 1055288 6154 SH SOLE 0 0 0 6154 COSTAR GROUP INC COM 22160N109 1212040 12547 SH SOLE 0 0 0 12547 DEERE & CO COM 244199105 1097908 2673 SH SOLE 0 0 0 2673 ELI LILLY & CO COM 532457108 2101270 2701 SH SOLE 0 0 0 2701 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 5883216 84323 SH SOLE 0 0 0 84323 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 2902801 68430 SH SOLE 0 0 0 68430 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 15147864 183655 SH SOLE 0 0 0 183655 HOME DEPOT INC COM 437076102 1344902 3506 SH SOLE 0 0 0 3506 INTUIT COM 461202103 1605500 2470 SH SOLE 0 0 0 2470 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 11075581 60625 SH SOLE 0 0 0 60625 ISHARES TR ESG SCRND S&P500 46436E569 1098284 27260 SH SOLE 0 0 0 27260 ISHARES TR ESG AWARE MSCI 46436E239 574865 15405 SH SOLE 0 0 0 15405 ISHARES TR MSCI INTL QUALTY 46434V456 2976523 75051 SH SOLE 0 0 0 75051 ISHARES TR SELF DRIVNG EV 46435U366 2754714 87646 SH SOLE 0 0 0 87646 ISHARES TR FLTG RATE NT ETF 46429B655 5456629 106867 SH SOLE 0 0 0 106867 ISHARES TR MSCI USA QLT FCT 46432F339 24606811 149722 SH SOLE 0 0 0 149722 ISHARES TR CORE S&P500 ETF 464287200 23616317 44921 SH SOLE 0 0 0 44921 LOWES COS INC COM 548661107 1395920 5480 SH SOLE 0 0 0 5480 MASTERCARD INCORPORATED CL A 57636Q104 1358027 2820 SH SOLE 0 0 0 2820 MICROSOFT CORP COM 594918104 1590742 3781 SH SOLE 0 0 0 3781 MSCI INC COM 55354G100 1250364 2231 SH SOLE 0 0 0 2231 PAYCHEX INC COM 704326107 1167091 9504 SH SOLE 0 0 0 9504 STARBUCKS CORP COM 855244109 1008671 11037 SH SOLE 0 0 0 11037 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1470701 10810 SH SOLE 0 0 0 10810 THERMO FISHER SCIENTIFIC INC COM 883556102 1244371 2141 SH SOLE 0 0 0 2141 TRACTOR SUPPLY CO COM 892356106 1316975 5032 SH SOLE 0 0 0 5032 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12298865 160413 SH SOLE 0 0 0 160413 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 6914157 139539 SH SOLE 0 0 0 139539 VANGUARD INDEX FDS GROWTH ETF 922908736 413040 1200 SH SOLE 0 0 0 1200 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 205623 2554 SH SOLE 0 0 0 2554 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 10078877 172141 SH SOLE 0 0 0 172141 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 9526419 164051 SH SOLE 0 0 0 164051 VANGUARD WORLD FD INF TECH ETF 92204A702 20375054 38858 SH SOLE 0 0 0 38858 VANGUARD WORLD FD CONSUM STP ETF 92204A207 5763076 28231 SH SOLE 0 0 0 28231 VISA INC COM CL A 92826C839 1489171 5336 SH SOLE 0 0 0 5336 WASTE MGMT INC DEL COM 94106L109 497555 2334 SH SOLE 0 0 0 2334