Instuitional Investor - Summit Financial Wealth Advisors, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | FNDF | 1,868,599 | $52,246,039 | 10.37% | |
2. | Vanguard Index Fds - GROWTH ETF | 100,089 | $37,115,029 | 7.36% | |
3. | Vanguard Whitehall Funds | 430,002 | $31,686,842 | 6.29% | |
4. | Proshares Tr - S&P 500 DV ARIST | 244,221 | $24,954,493 | 4.95% | |
5. | Ishares Tr | 707,180 | $21,731,656 | 4.31% |