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Home > Institutional Investor > Monument Capital Management > Profile

Instuitional Investor - Monument Capital Management

Fund Profile
Filing Period:
Fund Name: Monument Capital Management
Portfolio Value $362,645,423
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 226,358 $29,114,116 8.02%
2.
Vanguard Tax-Managed Fds
 323,896 $15,488,686 4.27%
3.
Invesco Qqq Tr
 29,647 $15,156,613 4.17%
4.
Microsoft Corp
 MSFT 31,421 $13,243,866 3.65%
5.
Apple Inc.
 AAPL 34,393 $8,612,751 2.37%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)