Instuitional Investor - Summit Wealth Group, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
1,290,358 $37,717 29.5%
2.
Ishares Tr
88,066 $13,817 10.8%
3.
Vanguard Charlotte Fds
255,859 $12,630 9.87%
4.
Ishares Tr
87,541 $8,856 6.92%
5. AAPL 40,472 $7,792 6.09%