Summit Wealth Group

Summit Wealth Group as of June 30, 2020

Portfolio Holdings for Summit Wealth Group

Summit Wealth Group holds 28 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 20.9 $23M 81k 283.43
Sun Communities (SUI) 14.1 $15M 113k 135.68
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 10.0 $11M 282k 38.79
Ishares Tr Short Treas Bd (SHV) 8.0 $8.7M 79k 110.74
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 7.9 $8.7M 150k 57.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.9 $7.6M 91k 83.12
Vanguard Index Fds Extend Mkt Etf (VXF) 4.6 $5.0M 42k 118.39
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 4.2 $4.6M 84k 54.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.9 $4.3M 87k 49.17
Vanguard Bd Index Fds Intermed Term (BIV) 3.8 $4.1M 45k 93.20
Vanguard Bd Index Fds Long Term Bond (BLV) 3.5 $3.8M 34k 111.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $3.3M 83k 39.62
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.5 $2.7M 51k 54.13
Apple (AAPL) 0.9 $1.0M 2.8k 364.77
Procter & Gamble Company (PG) 0.8 $870k 7.3k 119.57
Ishares Tr Ultr Sh Trm Bd (ICSH) 0.7 $787k 16k 50.58
Amazon (AMZN) 0.6 $701k 254.00 2759.84
UnitedHealth (UNH) 0.5 $527k 1.8k 294.91
Microsoft Corporation (MSFT) 0.4 $489k 2.4k 203.41
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $433k 4.0k 109.15
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $411k 5.0k 81.64
Union Pacific Corporation (UNP) 0.3 $368k 2.2k 169.27
Wp Carey (WPC) 0.3 $361k 5.3k 67.60
Home Depot (HD) 0.3 $351k 1.4k 250.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $327k 2.1k 156.76
JPMorgan Chase & Co. (JPM) 0.3 $321k 3.4k 93.91
Johnson & Johnson (JNJ) 0.2 $258k 1.8k 140.75
Facebook Cl A (META) 0.2 $241k 1.1k 227.14