Instuitional Investor - Summit Financial, Llc

Fund Profile
Filing Period:
Fund Name: Summit Financial, Llc
Portfolio Value $1,530,283,613
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds Total Stk Mkt
1,585,042 $376,003,747 24.57%
2. VWO 3,313,069 $185,995,668 12.15%
3.
Vanguard Index Fds Growth Etf
184,633 $57,398,734 3.75%
4. CMG 22,676 $51,857,961 3.38%
5.
Vanguard Index Fds Value Etf
267,780 $40,033,095 2.61%