Instuitional Investor - Summit Financial Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Summit Financial Wealth Advisors, Llc
Portfolio Value $781,977,938
Filing Period:
No. Security Ticker Shares Value % Port
1. VYM 670,311 $65,824,523 8.42%
2. SCHD 1,925,060 $61,043,646 7.81%
3.
Vanguard Index Fds - GROWTH ETF
679,485 $58,530,795 7.48%
4. KRE 1,189,025 $34,529,294 4.42%
5. MINT 316,805 $31,975,081 4.09%