Instuitional Investor - Summit Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Summit Wealth Partners, Llc
Portfolio Value $493,013,631
Filing Period:
No. Security Ticker Shares Value % Port
1. BRO 201,700 $25,091,480 5.09%
2.
Ishares Tr - MSCI USA QLT FCT
139,479 $23,835,529 4.83%
3. IEF 234,999 $23,246,104 4.72%
4. IEF 52,672 $19,019,366 3.86%
5.
Ishares Tr - MSCI USA MIN VOL
195,162 $18,278,894 3.71%