Instuitional Investor - Summit Financial Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Financial Wealth Advisors, Llc |
| Portfolio Value | $698,619,293 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,981,994 | $54,366,102 | 7.78% | |
| 2. | Vanguard Whitehall Funds | 597,971 | $53,817,401 | 7.7% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 110,018 | $53,673,380 | 7.68% | |
| 4. | Spdr Series Trust | 1,027,716 | $30,153,191 | 4.32% | |
| 5. | Pimco Etf Trust | 276,822 | $27,893,947 | 3.99% |