MONUMENTAL FINANCIAL GROUP INC. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
1 RESEARCH COURT ROCKVILLE, MD 20850
As of the latest 13F report, the guru’s equity portfolio contained 49 stocks valued at a total of $124.00Mil. The top holdings were
According to GuruFocus data, these were MONUMENTAL FINANCIAL GROUP INC.’s top five trades of the quarter.
Dimensional US Core Equity Market ETF
The guru sold out of their 175,802-share investment in ARCA:DFAU. Previously, the stock had a 4.27% weight in the equity portfolio. Shares traded for an average price of $27.85 during the quarter.
On 01/30/2023, Dimensional US Core Equity Market ETF traded for a price of $28.45 per share and a market cap of $3.02Bil. The stock has returned -5.39% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional US Core Equity Market ETF has a price-book ratio of 3.31.
iShares Core S&P 500 ETF
During the quarter, MONUMENTAL FINANCIAL GROUP INC. bought 8,543 shares of ARCA:IVV for a total holding of 50,187. The trade had a 2.9% impact on the equity portfolio. During the quarter, the stock traded for an average price of $397.41.
On 01/30/2023, iShares Core S&P 500 ETF traded for a price of $402.62 per share and a market cap of $302.81Bil. The stock has returned -7.82% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P 500 ETF has a price-earnings ratio of 19.92 and a price-book ratio of 3.76.
Vanguard Intermediate-Term Corporate Bond ETF
MONUMENTAL FINANCIAL GROUP INC. reduced their investment in NAS:VCIT by 23,104 shares. The trade had a 1.7% impact on the equity portfolio. During the quarter, the stock traded for an average price of $79.70999999999999.
On 01/30/2023, Vanguard Intermediate-Term Corporate Bond ETF traded for a price of $80.2 per share and a market cap of $41.08Bil. The stock has returned -8.62% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
VanEck Morningstar Wide Moat ETF
The guru sold out of their 24,278-share investment in BATS:MOAT. Previously, the stock had a 1.42% weight in the equity portfolio. Shares traded for an average price of $67.23999999999999 during the quarter.
On 01/30/2023, VanEck Morningstar Wide Moat ETF traded for a price of $71.2 per share and a market cap of $7.01Bil. The stock has returned -1.63% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, VanEck Morningstar Wide Moat ETF has a price-earnings ratio of 21.90 and a price-book ratio of 3.71.
iShares MSCI USA Quality Factor ETF
During the quarter, MONUMENTAL FINANCIAL GROUP INC. bought 12,939 shares of BATS:QUAL for a total holding of 91,668. The trade had a 1.27% impact on the equity portfolio. During the quarter, the stock traded for an average price of $116.43.
On 01/30/2023, iShares MSCI USA Quality Factor ETF traded for a price of $120.11 per share and a market cap of $18.54Bil. The stock has returned -8.17% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI USA Quality Factor ETF has a price-earnings ratio of 16.76 and a price-book ratio of 5.86.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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