Monetary Solutions, Ltd - Portfolio overview

Monetary Solutions, Ltd has 318 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB US DIVIDEND EQUITY ETF, 11.95%
2. SCHM - SCHWAB U.S. MID-CAP ETF, 8.98%
3. SCHX - SCHWAB U.S. LARGE-CAP ETF, 7.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.