Instuitional Investor - Summit Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Financial, Llc |
| Portfolio Value | $1,530,283,613 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds Total Stk Mkt | 1,585,042 | $376,003,747 | 24.57% | |
| 2. | VWO | 3,313,069 | $185,995,668 | 12.15% | |
| 3. | Vanguard Index Fds Growth Etf | 184,633 | $57,398,734 | 3.75% | |
| 4. | CMG | 1,133,800 | $51,857,961 | 3.38% | |
| 5. | Vanguard Index Fds Value Etf | 267,780 | $40,033,095 | 2.61% |
