Instuitional Investor - Summit Wealth Group Llc / Co
13F Holdings
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% |