Instuitional Investor - Summit Investment Advisory Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Investment Advisory Services, Llc |
| Portfolio Value | $269,190,002 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 989,127 | $42,077,472 | 15.63% | |
| 2. | Capital Group Growth Etf | 930,119 | $37,381,490 | 13.89% | |
| 3. | Franklin Templeton Etf Tr - INCOME FOCUS ETF | 1,002,091 | $28,810,277 | 10.7% | |
| 4. | Capital Group Intl Focus Eqt | 850,782 | $25,089,559 | 9.32% | |
| 5. | Ishares Tr | 331,991 | $23,299,164 | 8.66% |
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