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Home > Institutional Investor > Summit Financial Consulting Llc > Profile

Instuitional Investor - Summit Financial Consulting Llc

Fund Profile
Filing Period:
Fund Name: Summit Financial Consulting Llc
Portfolio Value $147,413,640
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - IBOXX HI YD ETF
 272,444 $21,787,347 14.78%
2.
Ishares Trust
 IEF 199,703 $21,781,606 14.78%
3.
Schwab Strategic Trust
 SCHD 502,683 $14,793,961 10.04%
4.
Vanguard Scottsdale Funds
 VCIT 68,479 $8,314,720 5.64%
5.
Ishares Trust
 IEF 118,253 $8,089,688 5.49%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.