Monument Capital Management — Q1 2020 13F 持股

Name: Monument Capital Management — 13F Holdings, Q1 2020
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	7.71%	—	-1.62%
2	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	5.61%	—	-1.10%
3	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	3.27%	—	+1.93%
4	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	2.33%	—	-6.13%
5	MSFT	Microsoft CORP	股票-科技	2.29%	-0.90%	+1.13%
6	PIE	Invesco Dorsey Wright Emergi	ETF-其他	2.12%	—	+1.71%
7	INTC	Intel CORP	股票-科技	1.99%	—	-2.26%
8	SNPS	Synopsys INC	股票-科技	1.91%	—	-2.75%
9	LNT	Alliant Energy CORP	股票-公用事業	1.89%	—	-1.79%
10	MRK	Merck & Co. INC.	股票-醫療保健	1.87%	—	-1.14%
11	WM	Waste Management INC	股票-工業	1.81%	—	-1.94%
12	JKHY	Jack Henry & Associates INC	股票-科技	1.81%	—	-0.46%
13	TMO	Thermo Fisher Scientific INC	股票-醫療保健	1.79%	—	-1.78%
14	SO	Southern Co/the	股票-公用事業	1.79%	—	-1.91%
15	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.78%	—	-26.00%
16	FISV	Fiserv INC	股票-其他	1.76%	—	-2.32%
17	KMB	Kimberly-clark CORP	股票-非循環性消費	1.75%	—	-1.67%
18	LLY	Eli Lilly & Co	股票-醫療保健	1.67%	—	+0.96%
19	V	Visa Inc-class A Shares	股票-金融	1.66%	—	-1.51%
20	KO	Coca-cola Co/the	股票-非循環性消費	1.66%	—	-5.94%
21	ETN	Eaton Corporation plc	股票-工業	1.63%	—	-0.46%
22	AMT	American Tower CORP	股票-房地產	1.63%	—	-2.27%
23	PIZ	Invesco Dorsey Wright Develo	ETF-其他	1.62%	—	+1.34%
24	ED	Consolidated Edison INC	股票-公用事業	1.59%	—	-0.67%
25	MCD	Mcdonald's CORP	股票-循環性消費	1.57%	—	-0.79%
26	EW	Edwards Lifesciences CORP	股票-醫療保健	1.53%	—	-1.93%
27	CAT	Caterpillar INC	股票-工業	1.53%	+0.40%	-0.05%
28	PAYX	Paychex INC	股票-科技	1.53%	—	-0.53%
29	PFE	Pfizer INC	股票-醫療保健	1.52%	—	-0.88%
30	RSPT	Invesco S&p 500 Equal Weight	ETF-大型股與成長	1.47%	—	-0.72%
31	IEMG	Ishares Core Msci Emerging	ETF-新興市場	1.46%	—	+3.40%
32	ECL	Ecolab INC	股票-原物料	1.46%	—	+0.71%
33	WMT	Walmart INC	股票-非循環性消費	1.45%	—	-1.83%
34	SCI	Service CORP International	股票-循環性消費	1.44%	—	+1.26%
35	HD	Home Depot INC	股票-循環性消費	1.42%	—	-0.59%
36	CMS	Cms Energy CORP	股票-公用事業	1.41%	—	-4.43%
37	RSPS	Invesco S&p 500 Equal Weight	ETF-大型股與成長	1.39%	—	+7.95%
38	UPS	United Parcel Service-cl B	股票-工業	1.39%	—	-0.32%
39	T	At&t INC	股票-通訊服務	1.35%	—	-0.46%
40	NDAQ	Nasdaq INC	股票-金融	1.30%	—	+4.05%
41	AMGN	Amgen INC	股票-醫療保健	1.26%	—	+4.11%
42	DAR	Darling Ingredients INC	股票-非循環性消費	1.25%	—	-0.39%
43	WU	Western Union Co	股票-金融	1.25%	—	-0.77%
44	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公債	1.19%	—	+12.71%
45	VGSH	Vanguard Short-term Treasury	ETF-政府公債	1.18%	—	+13.23%
46	PG	Procter & Gamble Co/the	股票-非循環性消費	1.17%	—	-3.74%
47	SHV	Ishares 0-1 Year Treasury Bo	ETF-政府公債	1.16%	—	+13.24%
48	SLQD	Ishares 0-5 Yr Inv Grd CORP	ETF-其他	1.15%	—	+12.98%
49	JPST	Jpmorgan Ultra-short Income	ETF-其他	1.14%	—	+13.10%
50	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	1.14%	—	+12.73%

1–50 of 67

本季持股變動

Monument Capital Management 於截至 Q1 2020 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	QQQ	Invesco Qqq Trust Series 1	+0.7%	+1.93%	加碼
2	ITOT	Ishares Core S&p Total U.s.	+0.7%	-1.62%	減碼
3	INTC	Intel CORP	+0.4%	-2.26%	減碼
4	IEFA	Ishares Core Msci Eafe ETF	+0.3%	-1.10%	減碼
5	LNT	Alliant Energy CORP	+0.3%	-1.79%	減碼
6	TMO	Thermo Fisher Scientific INC	+0.3%	-1.78%	減碼
7	MRK	Merck & Co. INC.	+0.3%	-1.14%	減碼
8	ED	Consolidated Edison INC	+0.3%	-0.67%	減碼
9	SO	Southern Co/the	+0.3%	-1.91%	減碼
10	V	Visa Inc-class A Shares	+0.3%	-1.51%	減碼
11	MCD	Mcdonald's CORP	+0.2%	-0.79%	減碼
12	PFE	Pfizer INC	+0.2%	-0.88%	減碼
13	ETN	Eaton Corporation plc	+0.2%	-0.46%	減碼
14	FISV	Fiserv INC	+0.2%	-2.32%	減碼
15	WM	Waste Management INC	+0.2%	-1.94%	減碼
16	ECL	Ecolab INC	+0.2%	+0.71%	加碼
17	PIE	Invesco Dorsey Wright Emergi	+0.2%	+1.71%	加碼
18	PIZ	Invesco Dorsey Wright Develo	+0.2%	+1.34%	加碼
19	RSPT	Invesco S&p 500 Equal Weight	+0.2%	-0.72%	減碼
20	EW	Edwards Lifesciences CORP	+0.2%	-1.93%	減碼
21	CAT	Caterpillar INC	+0.2%	-0.05%	減碼
22	UPS	United Parcel Service-cl B	+0.2%	-0.32%	減碼
23	IEMG	Ishares Core Msci Emerging	+0.1%	+3.40%	加碼
24	KO	Coca-cola Co/the	+0.1%	-5.94%	減碼
25	SPTS	Ss Spdr P St Term Tsy ETF	+0.1%	-25.69%	減碼
26	T	At&t INC	+0.1%	-0.46%	減碼
27	PAYX	Paychex INC	+0.1%	-0.53%	減碼
28	ARCC	Ares Capital CORP	0%	+16.45%	加碼
29	DAR	Darling Ingredients INC	-0.1%	-0.39%	減碼
30	ITA	Ishares U.s. Aerospace & Def	-0.1%	+4.69%	加碼
31	WU	Western Union Co	-0.1%	-0.77%	減碼
32	RSP	Invesco S&p 500 Equal Weight	-0.1%	-6.13%	減碼
33	NMFC	New Mountain Finance CORP	-0.1%	+20.30%	加碼
34	TCPC	Blackrock Tcp Capital CORP	-0.1%	+24.63%	加碼
35	MAIN	Main Street Capital CORP	-0.2%	+16.41%	加碼
36	VTI	Vanguard Total Stock Mkt ETF	-0.4%	-26.00%	減碼
37	IJK	Ishares S&p Mid-cap 400 Grow	—	EXIT	清倉
38	BA	Boeing Co/the	—	EXIT	清倉
39	GL	Globe Life INC	—	EXIT	清倉
40	LYB	LyondellBasell Industries N.V.	—	EXIT	清倉
41	OSK	Oshkosh CORP	—	EXIT	清倉
42	PRU	Prudential Financial INC	—	EXIT	清倉
43	AFG	American Financial Group INC	—	EXIT	清倉
44	XOM	Exxon Mobil CORP	—	EXIT	清倉
45	ADP	Automatic Data Processing	—	EXIT	清倉
46	BSV	Vanguard Short-term Bond ETF	—	EXIT	清倉
47	IWV	Ishares Russell 3000 ETF	—	EXIT	清倉
48	VOO	Vanguard S&p 500 ETF	—	EXIT	清倉
49	ISTB	Ishares Core 1-5 Year Usd Bo	—	EXIT	清倉
50	SKT	Tanger INC	—	EXIT	清倉