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2023 Etf Series Trust shares owned by Summit Wealth Group

Quarter-by-quarter ownership of 2023 Etf Series Trust shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in 2023 Etf Series Trust

Tip: Access up to 7 years of quarterly data

All positions including 2023 Etf Series Trust held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in 2023 Etf Series Trust by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 406k 25.23

More positions owned by Summit Wealth Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
2023 Etf Series Trust Eagle Capital Se
Ishares Tr Msci Usa Value (VLUE)
Apple (AAPL)
Vanguard World Health Car Etf (VHT)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Awre Usd Etf (SUSC)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Summit Wealth Group

Top funds holding 2023 Etf Series Trust

Commerce Bank N A
Sendero Wealth Management
Summit Wealth Group
YHB Investment Advisors
Advisor OS
Northern Trust
CI Private Wealth
Lakeview Capital Partners

View all funds holding 2023 Etf Series Trust