Summit Wealth Group

Summit Wealth Group as of Sept. 30, 2020

Portfolio Holdings for Summit Wealth Group

Summit Wealth Group holds 30 positions in its portfolio as reported in the September 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) 21.5 $25M 81k 307.64
Sun Communities (SUI) 13.4 $15M 110k 140.61
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 10.3 $12M 291k 40.91
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 7.7 $8.9M 153k 58.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.7 $7.7M 93k 83.05
Ishares Tr Short Treas Bd (SHV) 6.0 $6.9M 63k 110.70
Vanguard Index Fds Extend Mkt Etf (VXF) 4.8 $5.5M 42k 129.62
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 4.1 $4.7M 86k 54.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.8 $4.4M 84k 52.18
Vanguard Bd Index Fds Intermed Term (BIV) 3.6 $4.2M 45k 93.47
Vanguard Bd Index Fds Long Term Bond (BLV) 3.3 $3.8M 34k 111.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $3.7M 85k 43.21
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.6 $3.0M 55k 54.43
Ishares Tr Ultr Sh Trm Bd (ICSH) 1.9 $2.1M 42k 50.57
Apple (AAPL) 1.2 $1.4M 12k 115.81
Procter & Gamble Company (PG) 0.9 $1.0M 7.3k 138.95
Amazon (AMZN) 0.6 $746k 237.00 3147.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $581k 3.4k 170.28
UnitedHealth (UNH) 0.5 $557k 1.8k 311.70
Microsoft Corporation (MSFT) 0.4 $488k 2.3k 210.44
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $448k 4.0k 110.86
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $447k 5.3k 83.98
Union Pacific Corporation (UNP) 0.4 $428k 2.2k 196.87
Home Depot (HD) 0.3 $389k 1.4k 277.86
Wp Carey (WPC) 0.3 $348k 5.3k 65.17
JPMorgan Chase & Co. (JPM) 0.3 $329k 3.4k 96.26
Facebook Cl A (META) 0.2 $256k 976.00 262.30
Johnson & Johnson (JNJ) 0.2 $251k 1.7k 148.70
Sherwin-Williams Company (SHW) 0.2 $213k 306.00 696.08
Texas Instruments Incorporated (TXN) 0.2 $213k 1.5k 143.05