Instuitional Investor - Summit Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Wealth Group, Llc |
| Portfolio Value | $345,176 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 120,558 | $64,958 | 18.81% | |
| 2. | BND | 482,934 | $34,728 | 10.06% | |
| 3. | Dimensional Etf Trust | 556,793 | $19,259 | 5.57% | |
| 4. | Vanguard Charlotte Fds | 304,838 | $14,952 | 4.33% | |
| 5. | Vanguard Tax-Managed Fds | 305,462 | $14,607 | 4.23% |
