Monument Capital Management — Q4 2018 13F 持股

Name: Monument Capital Management — 13F Holdings, Q4 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001729428

申报总市值

US$4.0亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	ITOT	Ishares Core S&p Total U.s.	ETF-其他	7.76%	—	-7.04%
2	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	5.87%	—	+2.49%
3	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.38%	—	+0.90%
4	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	2.34%	—	-0.34%
5	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	2.25%	—	+0.99%
6	PIE	Invesco Dorsey Wright Emergi	ETF-其他	1.88%	—	+14.95%
7	MRK	Merck & Co. INC.	股票-医疗保健	1.75%	—	-2.29%
8	PFE	Pfizer INC	股票-医疗保健	1.72%	—	-0.92%
9	MCD	Mcdonald's CORP	股票-周期性消费	1.71%	—	+11.44%
10	WM	Waste Management INC	股票-工业	1.60%	—	+1.32%
11	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	1.59%	—	-0.48%
12	INTC	Intel CORP	股票-科技	1.58%	—	-1.76%
13	UNH	Unitedhealth Group INC	股票-医疗保健	1.54%	—	+0.23%
14	BA	Boeing Co/the	股票-工业	1.52%	—	+0.88%
15	KO	Coca-cola Co/the	股票-非周期性消费	1.52%	—	+1.54%
16	LNT	Alliant Energy CORP	股票-公用事业	1.51%	—	+1.62%
17	CAT	Caterpillar INC	股票-工业	1.50%	+0.40%	+7.66%
18	TMO	Thermo Fisher Scientific INC	股票-医疗保健	1.50%	—	-0.03%
19	FISV	Fiserv INC	股票-其他	1.49%	—	+0.62%
20	JKHY	Jack Henry & Associates INC	股票-科技	1.47%	—	-0.26%
21	V	Visa Inc-class A Shares	股票-金融	1.46%	—	+2.02%
22	ED	Consolidated Edison INC	股票-公用事业	1.43%	—	+3.73%
23	SCI	Service CORP International	股票-周期性消费	1.43%	—	+0.49%
24	PAYX	Paychex INC	股票-科技	1.43%	—	+3.50%
25	KMB	Kimberly-clark CORP	股票-非周期性消费	1.43%	—	+4.28%
26	EW	Edwards Lifesciences CORP	股票-医疗保健	1.39%	—	—
27	SNPS	Synopsys INC	股票-科技	1.38%	—	+3.79%
28	PIZ	Invesco Dorsey Wright Develo	ETF-其他	1.37%	—	+8.08%
29	SO	Southern Co/the	股票-公用事业	1.37%	—	+3.24%
30	ECL	Ecolab INC	股票-原材料	1.36%	—	+2.42%
31	LLY	Eli Lilly & Co	股票-医疗保健	1.31%	—	+2437.59%
32	HD	Home Depot INC	股票-周期性消费	1.31%	—	+8.36%
33	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	1.27%	—	—
34	ETN	Eaton Corporation plc	股票-工业	1.27%	—	+7.10%
35	LYB	LyondellBasell Industries N.V.	股票-原材料	1.26%	—	+7.62%
36	T	At&t INC	股票-通信服务	1.25%	—	+8.75%
37	AMT	American Tower CORP	股票-房地产	1.25%	—	—
38	DAR	Darling Ingredients INC	股票-非周期性消费	1.20%	—	—
39	ELV	Elevance Health INC	股票-医疗保健	1.18%	—	—
40	TMK	Torchmark CORP	股票-其他	1.18%	—	+3.34%
41	WMT	Walmart INC	股票-非周期性消费	1.17%	—	+6965.49%
42	RSPT	Invesco S&p 500 Equal Weight	ETF-大型股与成长	1.16%	—	-1.82%
43	ITA	Ishares U.s. Aerospace & Def	ETF-其他	1.15%	+1.19%	NEW
44	AFG	American Financial Group INC	股票-金融	1.14%	—	+5.87%
45	MSFT	Microsoft CORP	股票-科技	1.13%	-0.90%	—
46	HUM	Humana INC	股票-医疗保健	1.13%	—	—
47	CMS	Cms Energy CORP	股票-公用事业	1.11%	—	—
48	PRU	Prudential Financial INC	股票-金融	1.10%	—	+6.49%
49	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.10%	—	+14300.00%
50	XLV	Ss Health Care Select Sector	ETF-其他	1.10%	—	—

1–50 of 87

本季持股变动

Monument Capital Management 于截至 Q4 2018 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	LLY	Eli Lilly & Co	+1.3%	+2437.59%	加仓
2	WMT	Walmart INC	+1.2%	+6965.49%	加仓
3	VTI	Vanguard Total Stock Mkt ETF	+1.1%	+14300.00%	加仓
4	VXUS	Vanguard Total Intl Stock	+0.7%	+698.66%	加仓
5	MCD	Mcdonald's CORP	+0.4%	+11.44%	加仓
6	VGSH	Vanguard Short-term Treasury	+0.2%	+81.03%	加仓
7	SHY	Ishares 1-3 Year Treasury Bo	+0.2%	+81.50%	加仓
8	SNPS	Synopsys INC	0%	+3.79%	加仓
9	BA	Boeing Co/the	0%	+0.88%	加仓
10	LYB	LyondellBasell Industries N.V.	0%	+7.62%	加仓
11	AFG	American Financial Group INC	-0.1%	+5.87%	加仓
12	XOM	Exxon Mobil CORP	-0.1%	+6.32%	加仓
13	PRU	Prudential Financial INC	-0.1%	+6.49%	加仓
14	ETN	Eaton Corporation plc	-0.1%	+7.10%	加仓
15	RSPT	Invesco S&p 500 Equal Weight	-0.1%	-1.82%	减仓
16	RSP	Invesco S&p 500 Equal Weight	-0.1%	-0.34%	减仓
17	IEFA	Ishares Core Msci Eafe ETF	-0.1%	+2.49%	加仓
18	ITA	Ishares U.s. Aerospace & Def	-0.2%	+0.31%	加仓
19	LDUR	Pimco Enhanced Low Duration	-0.2%	-41.77%	减仓
20	STOT	Ss Dl St Dur Tr Tact ETF	-0.2%	-42.03%	减仓
21	QQQ	Invesco Qqq Trust Series 1	-0.2%	+0.90%	加仓
22	HYS	Pimco 0-5 Year H/y CORP Bond	-0.2%	-42.79%	减仓
23	IJK	Ishares S&p Mid-cap 400 Grow	-0.2%	+0.99%	加仓
24	JKHY	Jack Henry & Associates INC	-0.2%	-0.26%	减仓
25	SPTS	Ss Spdr P St Term Tsy ETF	-0.2%	-35.57%	减仓
26	ITOT	Ishares Core S&p Total U.s.	-1.1%	-7.04%	减仓
27	BXUSD	Blackstone Group Lp/the	—	EXIT	清仓
28	LMT	Lockheed Martin CORP	—	EXIT	清仓
29	XYL	Xylem INC	—	EXIT	清仓
30	RTN1USD	Raytheon Company	—	EXIT	清仓
31	EW	Edwards Lifesciences CORP	—	NEW	新建仓
32	GD	General Dynamics CORP	—	EXIT	清仓
33	✓	Laboratory CORP Amer Hldgs	—	EXIT	清仓
34	MMM	3m Co	—	EXIT	清仓
35	XLF	Ss Financial Select Sector	—	EXIT	清仓
36	FDX	Fedex CORP	—	EXIT	清仓
37	BIL	Ss Spdr Bb 1-3m T-bill ETF	—	NEW	新建仓
38	AMT	American Tower CORP	—	NEW	新建仓
39	DAR	Darling Ingredients INC	—	NEW	新建仓
40	TRV	Travelers Cos Inc/the	—	EXIT	清仓
41	ELV	Elevance Health INC	—	NEW	新建仓
42	CB	Chubb Limited	—	EXIT	清仓
43	HUM	Humana INC	—	NEW	新建仓
44	CMS	Cms Energy CORP	—	NEW	新建仓
45	XLV	Ss Health Care Select Sector	—	NEW	新建仓
46	WDFC	Wd-40 Co	—	NEW	新建仓
47	TCPC 4.625 03-01-22	Blackrock Tcp Cap CORP	—	EXIT	清仓
48	WPC	Wp Carey INC	—	NEW	新建仓
49	TCPC	Blackrock Tcp Capital CORP	—	NEW	新建仓
50	IWV	Ishares Russell 3000 ETF	—	NEW	新建仓