Instuitional Investor - Summit Financial Wealth Advisors, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | FNDF | 2,011,405 | $55,373,984 | 8.58% | |
2. | Vanguard Index Fds - GROWTH ETF | 112,590 | $54,252,531 | 8.41% | |
3. | Vanguard Whitehall Funds | 476,284 | $40,498,413 | 6.28% | |
4. | Spdr Series Trust | 916,928 | $27,141,069 | 4.21% | |
5. | Proshares Tr - S&P 500 DV ARIST | 245,326 | $25,263,627 | 3.91% |