0001986042-23-000016.txt : 20231013 0001986042-23-000016.hdr.sgml : 20231013 20231013135232 ACCESSION NUMBER: 0001986042-23-000016 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231013 DATE AS OF CHANGE: 20231013 EFFECTIVENESS DATE: 20231013 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: 231324709 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 09-30-2023 09-30-2023 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 10-13-2023 0 42 150225060 false INFORMATION TABLE 2 Q3.xml AGILENT TECHNOLOGIES INC COM 00846U101 1051555 9404 SH SOLE 0 0 0 9404 ALPHABET INC CAP STK CL C 02079K107 1328257 10074 SH SOLE 0 0 0 10074 ANALOG DEVICES INC COM 032654105 1014997 5797 SH SOLE 0 0 0 5797 APPLE INC COM 037833100 1053113 6151 SH SOLE 0 0 0 6151 COSTAR GROUP INC COM 22160N109 966046 12564 SH SOLE 0 0 0 12564 DEERE & CO COM 244199105 1013265 2685 SH SOLE 0 0 0 2685 ELI LILLY & CO COM 532457108 1563585 2911 SH SOLE 0 0 0 2911 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 4297545 70940 SH SOLE 0 0 0 70940 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 2972132 78379 SH SOLE 0 0 0 78379 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 6946040 99428 SH SOLE 0 0 0 99428 HOME DEPOT INC COM 437076102 1088078 3601 SH SOLE 0 0 0 3601 INTUIT COM 461202103 1349903 2642 SH SOLE 0 0 0 2642 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 7731065 52446 SH SOLE 0 0 0 52446 ISHARES TR MSCI INTL QUALTY 46434V456 2572509 76540 SH SOLE 0 0 0 76540 ISHARES TR SELF DRIVNG EV 46435U366 2288784 61543 SH SOLE 0 0 0 61543 ISHARES TR MSCI USA ESG SLC 464288802 504552 5608 SH SOLE 0 0 0 5608 ISHARES TR FLTG RATE NT ETF 46429B655 1851785 36388 SH SOLE 0 0 0 36388 ISHARES TR MSCI EAFE MIN VL 46429B689 2496035 38271 SH SOLE 0 0 0 38271 ISHARES TR MSCI USA MMENTM 46432F396 213881 1531 SH SOLE 0 0 0 1531 ISHARES TR MSCI USA QLT FCT 46432F339 17538745 133081 SH SOLE 0 0 0 133081 ISHARES TR CORE S&P500 ETF 464287200 15922835 37079 SH SOLE 0 0 0 37079 ISHARES TR NATIONAL MUN ETF 464288414 220974 2155 SH SOLE 0 0 0 2155 LOWES COS INC COM 548661107 1143744 5503 SH SOLE 0 0 0 5503 MASTERCARD INCORPORATED CL A 57636Q104 1162788 2937 SH SOLE 0 0 0 2937 MICROSOFT CORP COM 594918104 1279419 4052 SH SOLE 0 0 0 4052 MSCI INC COM 55354G100 1199581 2338 SH SOLE 0 0 0 2338 PAYCHEX INC COM 704326107 1137038 9859 SH SOLE 0 0 0 9859 SPDR SER TR PORTFOLIO S&P600 78468R853 297709 8068 SH SOLE 0 0 0 8068 STARBUCKS CORP COM 855244109 1031899 11306 SH SOLE 0 0 0 11306 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 959028 11036 SH SOLE 0 0 0 11036 THERMO FISHER SCIENTIFIC INC COM 883556102 1062957 2100 SH SOLE 0 0 0 2100 TRACTOR SUPPLY CO COM 892356106 1035352 5099 SH SOLE 0 0 0 5099 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 7835495 104237 SH SOLE 0 0 0 104237 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 5970633 121379 SH SOLE 0 0 0 121379 VANGUARD INDEX FDS GROWTH ETF 922908736 221388 813 SH SOLE 0 0 0 813 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 6341823 83467 SH SOLE 0 0 0 83467 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 11966488 209387 SH SOLE 0 0 0 209387 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 11772611 204386 SH SOLE 0 0 0 204386 VANGUARD WORLD FDS INF TECH ETF 92204A702 13753649 33149 SH SOLE 0 0 0 33149 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 4420431 24199 SH SOLE 0 0 0 24199 VISA INC COM CL A 92826C839 1291506 5615 SH SOLE 0 0 0 5615 WASTE MGMT INC DEL COM 94106L109 355840 2334 SH SOLE 0 0 0 2334