Instuitional Investor - Summit Wealth Group, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 123,620 | $84,903,121 | 17.32% | |
| 2. | BND | 417,650 | $30,659,718 | 6.25% | |
| 3. | Vanguard Tax-Managed Fds | 303,158 | $21,599,995 | 4.41% | |
| 4. | Ishares Tr | 381,429 | $20,280,588 | 4.14% | |
| 5. | Vanguard Index Fds - EXTEND MKT ETF | 80,902 | $19,918,801 | 4.06% |