Portfolio (Quarterly)
Guide ↗
Monument Capital Management
· CIK 0001729428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SO | SOUTHERN CO | Utilities | 9,647.0 | $923K | 0.19% | NEW | — | $95.71 | -5.9% |
| 22 | XME | SPDR SERIES TRUST | — | 7,504.0 | $802K | 0.16% | NEW | — | $106.93 | +10.2% |
| 23 | AGG | ISHARES TR | — | 7,356.0 | $728K | 0.15% | NEW | — | $98.98 | -1.4% |
| 24 | GLD | SPDR GOLD TR | Financial Services | 1,914.0 | $705K | 0.14% | NEW | — | $368.38 | +15.8% |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,302.0 | $622K | 0.12% | NEW | — | $477.57 | -14.1% |
| 26 | GLW | CORNING INC | Technology | 2,359.0 | $603K | 0.12% | NEW | — | $255.43 | -43.0% |
| 27 | MUB | ISHARES TR | — | 5,513.0 | $593K | 0.12% | NEW | — | $107.62 | -2.1% |
| 28 | VICI | VICI PPTYS INC | Real Estate | 21,106.0 | $560K | 0.11% | NEW | — | $26.55 | +0.9% |
| 29 | SPGM | SPDR INDEX SHS FDS | — | 6,524.0 | $559K | 0.11% | NEW | — | $85.67 | +2.1% |
| 30 | IUSV | ISHARES TR | — | 5,036.0 | $555K | 0.11% | NEW | — | $110.15 | +4.5% |
| 31 | GPIX | GOLDMAN SACHS ETF TR | — | 9,838.0 | $547K | 0.11% | NEW | — | $55.57 | +0.7% |
| 32 | ACYN | FIRST TR EXCHANGE-TRADED FD | — | 26,182.0 | $544K | 0.11% | NEW | — | $20.79 | -0.3% |
| 33 | AMD | ADVANCED MICRO DEVICES INC | Technology | 882.0 | $512K | 0.10% | NEW | — | $580.91 | -21.4% |
| 34 | INTC | INTEL CORP | Technology | 3,290.0 | $459K | 0.09% | NEW | — | $139.62 | -37.5% |
| 35 | CUBE | CUBESMART | Real Estate | 11,026.0 | $439K | 0.09% | NEW | — | $39.77 | +2.9% |
| 36 | WPC | WP CAREY INC | Real Estate | 5,946.0 | $425K | 0.09% | NEW | — | $71.50 | +0.1% |
| 37 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 944.0 | $393K | 0.08% | NEW | — | $415.80 | -4.1% |
| 38 | VOO | VANGUARD INDEX FDS | — | 562.0 | $386K | 0.08% | NEW | — | $687.39 | +2.1% |
| 39 | TOTL | SSGA ACTIVE ETF TR | — | 9,561.0 | $377K | 0.08% | NEW | — | $39.47 | -1.6% |
| 40 | CCI | CROWN CASTLE INC | Real Estate | 4,947.0 | $375K | 0.07% | NEW | — | $75.73 | +0.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
25.5%
Industrials
22.2%
Financial Services
15.4%
Consumer Cyclical
11.1%
Healthcare
8.5%
Consumer Defensive
4.9%
Communication Services
3.4%
Energy
3.0%
Basic Materials
2.5%
Utilities
2.0%