account_balance
Investment manager · 13F filer · SEC CIK 2112370
Monetary Solutions, Ltd
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Reported value$117Mas of Sep 30, 2026
Positions636 247 new, 8 sold out
Top 10 weight57.0%SCHD alone is 10%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHDSchwab US Dividend Equity ETF
10.2%Trimmed −6%
SCHXSchwab U.S. Large-Cap ETF
7.7%
SCHMSchwab U.S. Mid-Cap ETF
7.7%Trimmed −5%
FLOTiShares Floating Rate Bond ETF
7.1%Added +7%
SCHASchwab U.S. Small-Cap ETF
5.3%Trimmed −11%
AAPLApple Inc.
4.4%
SCHGSchwab U.S. Large-Cap Growth ETF
4.2%
JPMJPMorgan Chase & Co
3.8%
SJNKState Street SPDR Bloomberg Short Term High Yield Bond ETF
3.8%Added +11%
VOEVanguard Morningstar Mid-Cap Value ETF
2.9%
XMMOInvesco S&P Midcap Momentum ETF
2.4%Added +11%
VBRVanguard Morningstar Small-Cap Value ETF
2.3%
SCHDSchwab US Dividend Equity ETF
10.2%Trimmed −6%
SCHXSchwab U.S. Large-Cap ETF
7.7%
SCHMSchwab U.S. Mid-Cap ETF
7.7%−5%
FLOTiShares Floating Rate Bond ETF
7.1%+7%
SCHASchwab U.S. Small-Cap ETF
5.3%−11%
AAPLApple Inc.
4.4%
SCHGSchwab U.S. Large-Cap Growth ETF
4.2%
JPMJPMorgan Chase & Co
3.8%
SJNK3.8%
VOE2.9%
XMMO
VBR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHD Schwab US Dividend Equity ETF 10.2% Trimmed −6%
SCHX Schwab U.S. Large-Cap ETF 7.7% Held
SCHM Schwab U.S. Mid-Cap ETF 7.7% Trimmed −5%
FLOT iShares Floating Rate Bond ETF 7.1% Added +7%
SCHA Schwab U.S. Small-Cap ETF 5.3% Trimmed −11%
AAPL Apple Inc. 4.4% HeldSCHG Schwab U.S. Large-Cap Growth ETF 4.2% Held
JPM JPMorgan Chase & Co 3.8% HeldSJNK State Street SPDR Bloomberg Short Term High Yield Bond ETF 3.8% Added +11%
VOE Vanguard Morningstar Mid-Cap Value ETF 2.9% Held
XMMO Invesco S&P Midcap Momentum ETF 2.4% Added +11%
VBR Vanguard Morningstar Small-Cap Value ETF 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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