Monument Capital Management — Q2 2018 13F 持股

Name: Monument Capital Management — 13F Holdings, Q2 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001729428

申報總市值

US$4.0億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	ITOT	Ishares Core S&p Total U.s.	ETF-其他	9.12%	—	—
2	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	6.42%	—	—
3	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.67%	—	—
4	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	2.64%	—	—
5	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	2.64%	—	-50.54%
6	PIE	Invesco Dorsey Wright Emergi	ETF-其他	2.07%	—	—
7	INTC	Intel CORP	股票-科技	1.75%	—	-5.52%
8	IEMG	Ishares Core Msci Emerging	ETF-新興市場	1.72%	—	-23.97%
9	BA	Boeing Co/the	股票-工業	1.60%	—	-5.22%
10	LYB	LyondellBasell Industries N.V.	股票-原物料	1.58%	—	-4.46%
11	JKHY	Jack Henry & Associates INC	股票-科技	1.56%	—	-10.97%
12	UNH	Unitedhealth Group INC	股票-醫療保健	1.54%	—	-12.03%
13	CAT	Caterpillar INC	股票-工業	1.54%	+0.40%	-2.29%
14	PIZ	Invesco Dorsey Wright Develo	ETF-其他	1.54%	—	—
15	FISV	Fiserv INC	股票-其他	1.52%	—	-11.03%
16	LNT	Alliant Energy CORP	股票-公用事業	1.51%	—	-3.29%
17	BXUSD	Blackstone Group Lp/the	股票-其他	1.49%	—	-1.93%
18	PFE	Pfizer INC	股票-醫療保健	1.48%	—	-3.05%
19	WM	Waste Management INC	股票-工業	1.48%	—	-2.72%
20	PAYX	Paychex INC	股票-科技	1.48%	—	-2.95%
21	V	Visa Inc-class A Shares	股票-金融	1.46%	—	-9.77%
22	MRK	Merck & Co. INC.	股票-醫療保健	1.43%	—	-3.63%
23	TMO	Thermo Fisher Scientific INC	股票-醫療保健	1.41%	—	-9.86%
24	RTN1USD	Raytheon Company	股票-其他	1.39%	—	-11.48%
25	ED	Consolidated Edison INC	股票-公用事業	1.39%	—	-2.02%
26	✓	Laboratory CORP Amer Hldgs	股票-其他	1.38%	—	-8.55%
27	SNPS	Synopsys INC	股票-科技	1.37%	—	-8.26%
28	SO	Southern Co/the	股票-公用事業	1.37%	—	-2.39%
29	HD	Home Depot INC	股票-循環性消費	1.37%	—	-9.81%
30	KO	Coca-cola Co/the	股票-非循環性消費	1.36%	—	-2.75%
31	MCD	Mcdonald's CORP	股票-循環性消費	1.34%	—	-1.94%
32	RSPT	Invesco S&p 500 Equal Weight	ETF-大型股與成長	1.34%	—	—
33	ETN	Eaton Corporation plc	股票-工業	1.32%	—	-1.93%
34	LMT	Lockheed Martin CORP	股票-工業	1.30%	—	-9.24%
35	ITA	Ishares U.s. Aerospace & Def	ETF-其他	1.28%	+1.19%	NEW
36	XYL	Xylem INC	股票-工業	1.28%	—	-8.75%
37	SCI	Service CORP International	股票-循環性消費	1.27%	—	-7.38%
38	✓	American Finl Group INC Ohio	股票-其他	1.27%	—	-5.00%
39	XLF	Ss Financial Select Sector	ETF-其他	1.26%	—	-61.89%
40	KMB	Kimberly-clark CORP	股票-非循環性消費	1.25%	—	-0.91%
41	ECL	Ecolab INC	股票-原物料	1.25%	—	-8.73%
42	TMK	Torchmark CORP	股票-其他	1.24%	—	-7.30%
43	MMM	3m Co	股票-工業	1.24%	—	-8.44%
44	FDX	Fedex CORP	股票-工業	1.22%	+0.54%	NEW
45	GD	General Dynamics CORP	股票-工業	1.21%	—	-8.57%
46	T	At&t INC	股票-通訊服務	1.21%	—	-0.35%
47	PRU	Prudential Financial INC	股票-金融	1.19%	—	—
48	XOM	Exxon Mobil CORP	股票-能源	1.19%	—	+808.10%
49	WU	Western Union Co	股票-金融	1.09%	—	—
50	TRV	Travelers Cos Inc/the	股票-金融	1.09%	—	-6.40%

1–50 of 151

本季持股變動

Monument Capital Management 於截至 Q2 2018 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	XOM	Exxon Mobil CORP	+1.1%	+808.10%	加碼
2	IJH	Ishares Core S&p Midcap ETF	+0.2%	+1575.24%	加碼
3	PAYX	Paychex INC	+0.2%	-2.95%	減碼
4	MRK	Merck & Co. INC.	+0.2%	-3.63%	減碼
5	CAT	Caterpillar INC	-0.1%	-2.29%	減碼
6	FDX	Fedex CORP	-0.1%	-4.86%	減碼
7	TMO	Thermo Fisher Scientific INC	-0.1%	-9.86%	減碼
8	SCI	Service CORP International	-0.1%	-7.38%	減碼
9	TRV	Travelers Cos Inc/the	-0.2%	-6.40%	減碼
10	MMM	3m Co	-0.2%	-8.44%	減碼
11	XYL	Xylem INC	-0.3%	-8.75%	減碼
12	LMT	Lockheed Martin CORP	-0.3%	-9.24%	減碼
13	RTN1USD	Raytheon Company	-0.3%	-11.48%	減碼
14	GD	General Dynamics CORP	-0.3%	-8.57%	減碼
15	PG	Procter & Gamble Co/the	-0.4%	-32.63%	減碼
16	IEMG	Ishares Core Msci Emerging	-0.7%	-23.97%	減碼
17	IBM	Intl Business Machines CORP	-1.3%	-98.72%	減碼
18	XLF	Ss Financial Select Sector	-2.1%	-61.89%	減碼
19	IJK	Ishares S&p Mid-cap 400 Grow	-2.3%	-50.54%	減碼
20	HEWJ	Isha Curr Hedged Msci Japan	-2.4%	-98.35%	減碼
21	ILF	Ishares Latin America 40 ETF	-2.4%	-98.40%	減碼
22	EWZ	Ishares Msci Brazil ETF	-2.5%	-98.39%	減碼
23	ITA	Ishares U.s. Aerospace & Def	-2.5%	-65.76%	減碼
24	ITOT	Ishares Core S&p Total U.s.	—	NEW	新建倉
25	IEFA	Ishares Core Msci Eafe ETF	—	NEW	新建倉
26	SCHD	Schwab U.S. Dividend Equity ETF	—	EXIT	清倉
27	✓	Guggenheim	—	EXIT	清倉
28	QQQ	Invesco Qqq Trust Series 1	—	NEW	新建倉
29	RSP	Invesco S&p 500 Equal Weight	—	NEW	新建倉
30	✓	Powershares Qqq Trust Ser 1	—	EXIT	清倉
31	PIE	Invesco Dorsey Wright Emergi	—	NEW	新建倉
32	PIZ	Invesco Dorsey Wright Develo	—	NEW	新建倉
33	RSPT	Invesco S&p 500 Equal Weight	—	NEW	新建倉
34	BTI	British American Tob-sp Adr	—	EXIT	清倉
35	PRU	Prudential Financial INC	—	NEW	新建倉
36	WU	Western Union Co	—	NEW	新建倉
37	GIS	General Mills INC	—	EXIT	清倉
38	LDUR	Pimco Enhanced Low Duration	—	NEW	新建倉
39	STOT	Ss Dl St Dur Tr Tact ETF	—	NEW	新建倉
40	HYS	Pimco 0-5 Year H/y CORP Bond	—	NEW	新建倉
41	SPTS	Ss Spdr P St Term Tsy ETF	—	NEW	新建倉
42	AGG	Ishares Core U.s. Aggregate	—	NEW	新建倉
43	BSV	Vanguard Short-term Bond ETF	—	NEW	新建倉
44	IJR	Ishares Core S&p Small-cap E	—	NEW	新建倉
45	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	—	EXIT	清倉
46	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	—	EXIT	清倉
47	BSCK	Invesco Bulletshares 2020 Co	—	NEW	新建倉
48	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	—	EXIT	清倉
49	✓	Invesco Exch Trd Slf Idx Fd	—	NEW	新建倉
50	✓		—	NEW	新建倉