Instuitional Investor - Summit Investment Advisory Services, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 971,332 | $40,825,064 | 16.26% | |
| 2. | Capital Group Growth Etf | 826,198 | $36,286,639 | 14.45% | |
| 3. | Capital Group Core Equity Et | 703,784 | $27,827,607 | 11.08% | |
| 4. | Franklin Templeton Etf Tr - INCOME FOCUS ETF | 971,422 | $26,947,271 | 10.73% | |
| 5. | Ishares Tr | 354,296 | $24,120,503 | 9.61% |