Instuitional Investor - Summit Investment Advisory Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Investment Advisory Services, Llc |
| Portfolio Value | $193,928,212 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 921,074 | $32,477,050 | 16.74% | |
| 2. | Capital Group Growth Etf | 805,259 | $29,931,471 | 15.43% | |
| 3. | Ishares Tr | 367,949 | $22,569,997 | 11.63% | |
| 4. | Capital Group Core Equity Et | 630,967 | $22,064,929 | 11.37% | |
| 5. | Spdr Series Trust | 137,713 | $9,836,868 | 5.07% |
