06/30/2020
Top Buys
- Name% Change
- VEA Vanguard FTSE Devel... 4.998%
- FSKR FS KKR Capital Corp... 1.738%
- SHYG iShares 0-5 Year Hi... 1.665%
- EA Electronic Arts, Inc. 1.339%
- VWO Vanguard FTSE Emerg... 1.259%
06/30/2020
Top Sells
- Name% Change
- IEFA iShares Core MSCI E... 5.431%
- IEMG iShares Core MSCI E... 1.463%
- CMS CMS Energy Corp. (C... 1.412%
- DAR Darling Ingredients... 1.249%
- WU Western Union Co (The) 1.248%
06/30/2020
13F Holdings Summary
- Stock% Port
- ITOT iShares Trust S&P 1500 Inde... 6.7234%
- VEA Vanguard FTSE Developed Mar... 4.9981%
- QQQ Invesco QQQ Trust Series 1 4.2611%
- MSFT Microsoft Corp. 2.5864%
- SNPS Synopsys Inc. 2.0706%
06/30/2020
13F Activity
- Market Value $170.003 Million
- Prior Market Value $139.095 Million
- New Purchases20 stocks
- Additional Purchases23 stocks
- Sold out of8 stocks
- Reduced holdings in34 stocks
- Top 10 Holdings % 29.76 %
- Turnover % [1]:35.44%
- Turnover Alt % [2]: 24.48 %
- Time Held Top20:3.15 quarters
- Time Held Top10:3.90 quarters
- Time Held All:6.61 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.
06/30/2020
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 2020-05-15
| Performance for Q1 2020: | 21.83% |
| Performance Last 4 Quarters: | -0.51% |
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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