Portfolio (Quarterly)
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Monument Capital Management
· CIK 0001729428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IWR | ISHARES TR | — | 3,335.0 | $368K | 0.07% | NEW | — | $110.32 | +2.3% |
| 42 | CB | CHUBB LIMITED | Financial Services | 1,044.0 | $356K | 0.07% | NEW | — | $340.63 | +0.7% |
| 43 | EFV | ISHARES TR | — | 4,415.0 | $338K | 0.07% | NEW | — | $76.55 | +7.6% |
| 44 | CIEN | CIENA CORP | Technology | 583.0 | $286K | 0.06% | NEW | — | $490.56 | -22.2% |
| 45 | TER | TERADYNE INC | Technology | 590.0 | $285K | 0.06% | NEW | — | $483.84 | -24.6% |
| 46 | ACWX | ISHARES TR | — | 3,747.0 | $285K | 0.06% | NEW | — | $76.11 | +2.5% |
| 47 | WRB | BERKLEY W R CORP | Financial Services | 3,848.0 | $271K | 0.06% | NEW | — | $70.53 | -1.7% |
| 48 | HYMB | SPDR SERIES TRUST | — | 10,228.0 | $260K | 0.05% | NEW | — | $25.44 | -2.3% |
| 49 | IWP | ISHARES TR | — | 1,757.0 | $257K | 0.05% | NEW | — | $146.41 | -2.8% |
| 50 | EBAY | EBAY INC. | Consumer Cyclical | 2,132.0 | $238K | 0.05% | NEW | — | $111.75 | -4.9% |
| 51 | SYF | SYNCHRONY FINANCIAL | Financial Services | 3,131.0 | $238K | 0.05% | NEW | — | $76.05 | +5.4% |
| 52 | SLB | SLB LIMITED | Energy | 5,078.0 | $236K | 0.05% | NEW | — | $46.49 | +15.4% |
| 53 | USB | US BANCORP | Financial Services | 3,839.0 | $232K | 0.05% | NEW | — | $60.40 | +3.1% |
| 54 | XVV | ISHARES TR | — | 3,946.0 | $224K | 0.04% | NEW | — | $56.79 | +3.4% |
| 55 | COP | CONOCOPHILLIPS | Energy | 2,153.0 | $224K | 0.04% | NEW | — | $103.96 | +26.8% |
| 56 | SLV | ISHARES SILVER TR | Financial Services | 4,115.0 | $220K | 0.04% | NEW | — | $53.47 | +14.7% |
| 57 | AIT | APPLIED INDL TECHNOLOGIES IN | Industrials | 649.0 | $219K | 0.04% | NEW | — | $338.15 | +0.4% |
| 58 | JAAA | JANUS DETROIT STR TR | — | 4,342.0 | $219K | 0.04% | NEW | — | $50.49 | +0.4% |
| 59 | TQQQ | PROSHARES TR | — | 2,690.0 | $218K | 0.04% | NEW | — | $81.01 | -13.5% |
| 60 | MGNR | AMERICAN BEACON SELECT FUNDS | — | 4,398.0 | $214K | 0.04% | NEW | — | $48.55 | +13.3% |
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%