Instuitional Investor - Summit Financial Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Summit Financial Wealth Advisors, Llc
Portfolio Value $705,414,528
Filing Period:
No. Security Ticker Shares Value % Port
1. VYM 637,700 $60,096,864 8.52%
2. SCHD 1,921,721 $58,958,410 8.36%
3.
Vanguard Index Fds - GROWTH ETF
111,794 $48,830,692 6.92%
4. KRE 1,126,788 $32,710,654 4.64%
5. MINT 302,867 $30,580,458 4.34%