Instuitional Investor - Summit Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Wealth Group, Llc |
| Portfolio Value | $389,412 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 122,743 | $69,722 | 17.9% | |
| 2. | BND | 349,073 | $25,702 | 6.6% | |
| 3. | Ishares Tr | 339,449 | $18,089 | 4.65% | |
| 4. | Vanguard Tax-Managed Fds | 306,878 | $17,495 | 4.49% | |
| 5. | Dimensional Etf Trust | 439,082 | $15,737 | 4.04% |
