Instuitional Investor - Summit Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Summit Wealth Group, Llc |
| Portfolio Value | $435,795,032 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 123,268 | $73,658,746 | 16.9% | |
| 2. | BND | 399,043 | $29,385,550 | 6.74% | |
| 3. | Ishares Tr | 373,031 | $19,852,728 | 4.56% | |
| 4. | Vanguard Tax-Managed Fds | 301,247 | $19,303,906 | 4.43% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 347,573 | $16,700,865 | 3.83% |
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