12/31/2020
Top Buys
- Name% Change
- IJR iShares Trust Core ... 2.28%
- VOO Vanguard S&P 500 ETF 2.1%
- MTUM iShares Edge MSCI U... 1.81%
- VEA Vanguard FTSE Devel... 1.47%
- CVS CVS Health Corp. (M... 1.0%
12/31/2020
Top Sells
- Name% Change
- SPY SPDR S&P 500 ETF Trust 1.83%
- FSKR FS KKR Capital Corp... 1.47%
- VIG Vanguard Dividend A... 1.0%
- IJH iShares Trust - Cor... 0.86%
- ITA iShares U.S. Aerosp... 0.76%
12/31/2020
13F Holdings Summary
- Stock% Port
- ITOT iShares Trust S&P 1500 Inde... 5.3%
- VEA Vanguard FTSE Developed Mar... 5.25%
- QQQ Invesco QQQ Trust Series 1 4.27%
- MSFT Microsoft Corp. 2.35%
- XSOE WisdomTree Emerging Markets... 2.29%
12/31/2020
13F Activity
- Market Value $216.395 Million
- Prior Market Value $189.637 Million
- New Purchases8 stocks
- Additional Purchases47 stocks
- Sold out of7 stocks
- Reduced holdings in34 stocks
- Top 10 Holdings % 29.22 %
- Turnover % [1]:16.30%
- Turnover Alt % [2]: 7.67 %
- Time Held Top20:3.60 quarters
- Time Held Top10:4.40 quarters
- Time Held All:6.01 quarters
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
12/31/2020
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for MONUMENT CAPITAL MANAGEMENT
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16
| Performance for Q3 2020: | 4.38% |
| Performance Last 4 Quarters: | 2.34% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
MONUMENT WEALTH MANAGEMENT1701 DUKE STREET SUITE 425
ALEXANDRIA VA 22314
Country: United States
Business Phone: 703-504-9600
Fax: 703-504-9607
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | DE |
| Number of employees: | 10 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Fixed fees |
| Amount of client funds and securities: | 29,600,000 |
| Total Number of Clients: | 190 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
- HTTPS://WWW.LINKEDIN.COM/IN/ERINHAY/
- HTTPS://WWW.LINKEDIN.COM/IN/BRITTANYDEWBERRY/
- HTTPS://WWW.MONUMENTWEALTHMANAGEMENT.COM
- HTTPS://WWW.MONUMENTCAP.COM
- HTTPS://TWITTER.COM/MONUMENTWEALTH
- HTTPS://WWW.FACEBOOK.COM/MONUMENTWEALTHMANAGEMENT/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/MONUMENT-WEALTH-MANAGEMENT/k
- HTTPS://WWW.INSTAGRAM.COM/MONUMENTWEALTH/
- HTTPS://WWW.LINKEDIN.COM/IN/DAVIDBARMSTRONG/
- HTTPS://WWW.LINKEDIN.COM/IN/DEAN-CATINO-CFP%C2%AE-CRPC%C2%AE-CPWA%C2%AE-60311211/
- HTTPS://WWW.LINKEDIN.COM/IN/BRITTANY-GABEL-7A6379147/
- HTTPS://WWW.LINKEDIN.COM/IN/CATHEENDPHELPS/
- HTTPS://WWW.LINKEDIN.COM/IN/JESSICA-GIBBS-CFP%C2%AE-900489A/
- HTTPS://WWW.LINKEDIN.COM/IN/EMILY-HARPER-CFP%C2%AE-MWM/
- HTTPS://WWW.LINKEDIN.COM/IN/HEAVENGOODWIN/
Data above was derived from SEC filings.
Active Schedule 13D and 13G events
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MONUMENT CAPITAL MANAGEMENT, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMSTRONG, DAVID, BRUCE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 06/01/2012 | Direct | 50 - 75% | |||||||||||
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| CATINO, DEAN, JOSEPH | MEMBER | 06/01/2012 | Direct | 50 - 75% | |||||||||||
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MONUMENT CAPITAL MANAGEMENT, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership |
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MONUMENT CAPITAL MANAGEMENT, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMSTRONG, DAVID, BRUCE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 06/01/2012 | Direct | 50 - 75% | |||||||||||
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| CATINO, DEAN, JOSEPH | MEMBER | 06/01/2012 | Direct | 50 - 75% | |||||||||||
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MONUMENT CAPITAL MANAGEMENT, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMSTRONG, DAVID, BRUCE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 06/01/2012 | Direct | 50 - 75% | |||||||||||
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| CATINO, DEAN, JOSEPH | MEMBER | 06/01/2012 | Direct | 50 - 75% | |||||||||||
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MONUMENT CAPITAL MANAGEMENT, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMSTRONG, DAVID, BRUCE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 06/01/2012 | Direct | 50 - 75% | |||||||||||
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| CATINO, DEAN, JOSEPH | MEMBER | 06/01/2012 | Direct | 50 - 75% | |||||||||||
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MONUMENT CAPITAL MANAGEMENT, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMSTRONG, DAVID, BRUCE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 06/01/2012 | Direct | 50 - 75% | |||||||||||
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| CATINO, DEAN, JOSEPH | MEMBER | 06/01/2012 | Direct | 50 - 75% | |||||||||||
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MONUMENT CAPITAL MANAGEMENT, INC
| Name | Title | Start Date | Direct/Indirect | % Ownership | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SORENSEN, PAUL, YARDLEY | CHIEF COMPLIANCE OFFICER AND EXECUTIVE V.P. | 07/01/1998 | Direct | 10 - 25% | ||||||||||||||||
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| SKALLA, PETER, OLIVER | PRESIDENT | 06/01/1997 | Direct | 75% or more | ||||||||||||||||
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