Instuitional Investor - Summit Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Wealth Group, Llc |
| Portfolio Value | $342,093 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 120,804 | $62,082 | 18.15% | |
| 2. | BND | 458,999 | $33,713 | 9.85% | |
| 3. | Dimensional Etf Trust | 505,091 | $16,663 | 4.87% | |
| 4. | Vanguard Tax-Managed Fds | 305,026 | $15,504 | 4.53% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 292,934 | $14,301 | 4.18% |
