Instuitional Investor - Summit Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Wealth Group, Llc |
| Portfolio Value | $127,838 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,290,358 | $37,717 | 29.5% | |
| 2. | Ishares Tr | 88,066 | $13,817 | 10.8% | |
| 3. | Vanguard Charlotte Fds | 255,859 | $12,630 | 9.87% | |
| 4. | Ishares Tr | 87,541 | $8,856 | 6.92% | |
| 5. | AAPL | 40,472 | $7,792 | 6.09% |
