Instuitional Investor - Summit Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Wealth Group, Llc |
| Portfolio Value | $413,524,977 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 120,996 | $74,095,274 | 17.92% | |
| 2. | BND | 364,917 | $27,138,846 | 6.56% | |
| 3. | Ishares Tr | 349,198 | $18,888,123 | 4.57% | |
| 4. | Vanguard Tax-Managed Fds | 300,144 | $17,984,618 | 4.35% | |
| 5. | Vanguard Index Fds - EXTEND MKT ETF | 78,466 | $16,426,157 | 3.97% |
Hedge Fund Resource Center 
