Instuitional Investor - Summit Investment Advisory Services, Llc

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%