Instuitional Investor - Summit Wealth Group, Llc

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%