Instuitional Investor - Summit Investment Advisory Services, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Capital Group Dividend Value | 931,088 | $33,183,960 | 16.27% | |
2. | Capital Group Growth Etf | 772,161 | $26,446,572 | 12.96% | |
3. | Franklin Templeton Etf Tr - INCOME FOCUS ETF | 884,643 | $23,558,040 | 11.55% | |
4. | Ishares Tr | 362,074 | $22,368,956 | 10.97% | |
5. | Capital Group Core Equity Et | 633,891 | $21,171,943 | 10.38% |