Instuitional Investor - Summit Investment Advisory Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Investment Advisory Services, Llc |
| Portfolio Value | $158,846,623 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 834,894 | $24,913,226 | 15.68% | |
| 2. | Ishares Tr | 430,207 | $23,153,751 | 14.57% | |
| 3. | Capital Group Growth Etf | 804,934 | $22,723,279 | 14.3% | |
| 4. | Capital Group Core Equity Et | 596,716 | $16,887,071 | 10.63% | |
| 5. | Spdr Series Trust | 130,670 | $7,637,671 | 4.8% |
