Instuitional Investor - Summit Financial Strategies, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,845,476 | $126,093,145 | 10.81% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 2,279,496 | $108,390,035 | 9.29% | |
| 3. | IEF | 142,156 | $95,144,860 | 8.16% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 2,005,230 | $92,721,844 | 7.95% | |
| 5. | FNDF | 3,542,152 | $91,068,721 | 7.81% |
Hedge Fund Resource Center 
