Instuitional Investor - Summitas Investment Management Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 102,896 | $61,485,206 | 48.21% | |
| 2. | World Gold Tr | 219,654 | $20,359,709 | 15.96% | |
| 3. | Vanguard Scottsdale Funds | 176,879 | $10,533,157 | 8.26% | |
| 4. | Vanguard World Fund | 113,360 | $9,886,692 | 7.75% | |
| 5. | Vanguard Tax-Managed Fds | 109,113 | $6,991,961 | 5.48% |