Monetary Solutions, Ltd: 13F holdings
CIK 21123702026Q2
| Positions | 397 |
|---|---|
| Reported value | $116.1m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHD SCHWAB US DIVIDEND EQUITY ETF | 393,111 | $12.5m | 10.7% |
| SCHM SCHWAB U.S. MID-CAP ETF | 278,509 | $10.3m | 8.8% |
| SCHX SCHWAB U.S. LARGE-CAP ETF | 305,761 | $9.0m | 7.7% |
| FLOT ISHARES FLOATING RATE BOND ETF | 152,580 | $7.8m | 6.7% |
| SCHA SCHWAB U.S. SMALL-CAP ETF | 212,603 | $7.7m | 6.6% |
| SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | 136,715 | $4.6m | 4.0% |
| AAPL APPLE INC COM | 15,482 | $4.5m | 3.9% |
| JPM JPMORGAN CHASE & CO COM | 13,409 | $4.4m | 3.8% |
| SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 163,747 | $4.1m | 3.5% |
| VOE VANGUARD MID-CAP VALUE ETF | 17,582 | $3.5m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2112370")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.