Instuitional Investor - Summit Wealth Group Llc / Co

Filing Period:
No. Security Ticker Shares Value % Port
1.
Sei Exchange Traded Funds
2,653,233 $148,979,041 12.33%
2.
Sei Exchange Traded Funds
3,033,153 $145,591,321 12.05%
3.
Sei Exchange Traded Funds - SELE INTL EQ ETF
2,672,072 $94,835,299 7.85%
4.
Sei Exchange Traded Funds
1,645,704 $64,857,185 5.37%
5.
Sei Exchange Traded Funds - SELE SMAL CA ETF
1,879,466 $63,046,512 5.22%