Instuitional Investor - Summit Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Wealth Group, Llc |
| Portfolio Value | $428,279,878 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 121,058 | $75,919,149 | 17.73% | |
| 2. | BND | 379,709 | $28,125,039 | 6.57% | |
| 3. | Ishares Tr | 357,940 | $19,285,796 | 4.5% | |
| 4. | Vanguard Tax-Managed Fds | 300,322 | $18,761,135 | 4.38% | |
| 5. | Vanguard Index Fds - EXTEND MKT ETF | 78,495 | $16,414,831 | 3.83% |
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