Instuitional Investor - Summit Investment Advisory Services, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 1,020,802 | $50,305,125 | 12.62% | |
| 2. | Putnam Etf Trust | 865,998 | $44,122,615 | 11.07% | |
| 3. | Capital Group Growth Etf | 934,072 | $44,088,196 | 11.06% | |
| 4. | Franklin Templeton Etf Tr - INCOME FOCUS ETF | 1,105,667 | $31,903,966 | 8.01% | |
| 5. | Capital Group Intl Focus Eqt | 847,237 | $29,331,358 | 7.36% |