Instuitional Investor - Summit Financial Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Financial Wealth Advisors, Llc |
| Portfolio Value | $511,308,420 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,841,130 | $51,036,120 | 9.98% | |
| 2. | Vanguard Index Fds | 99,605 | $41,258,377 | 8.06% | |
| 3. | Vanguard Whitehall Funds | 422,411 | $29,404,053 | 5.75% | |
| 4. | Proshares Tr | 249,302 | $25,438,767 | 4.97% | |
| 5. | Ishares Tr | 694,481 | $21,837,951 | 4.27% |
