Instuitional Investor - Summit Investment Advisory Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Investment Advisory Services, Llc |
| Portfolio Value | $264,956,149 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 1,005,641 | $43,886,165 | 16.56% | |
| 2. | Capital Group Growth Etf | 859,208 | $38,208,996 | 14.42% | |
| 3. | Capital Group Core Equity Et | 734,676 | $29,556,025 | 11.16% | |
| 4. | Franklin Templeton Etf Tr - INCOME FOCUS ETF | 1,000,830 | $28,063,293 | 10.59% | |
| 5. | Ishares Tr | 349,101 | $24,234,581 | 9.15% |
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