Summit Wealth Group

Summit Wealth Group as of Dec. 31, 2022

Portfolio Holdings for Summit Wealth Group

Summit Wealth Group holds 31 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.9 $12M 502k 24.28
Ishares Tr Msci Usa Min Vol (USMV) 12.1 $12M 159k 72.10
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 10.3 $9.8M 207k 47.43
Ishares Tr Msci Usa Mmentm (MTUM) 10.3 $9.8M 67k 145.93
Ishares Tr Blackrock Ultra (ICSH) 7.5 $7.1M 143k 50.04
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.2 $6.8M 150k 45.52
Apple (AAPL) 5.9 $5.6M 43k 129.93
Ishares Tr Esg Awr Msci Usa (ESGU) 4.8 $4.6M 54k 84.75
Ishares Tr Core Intl Aggr (IAGG) 4.0 $3.8M 80k 47.55
Ishares Tr Msci Usa Value (VLUE) 3.8 $3.6M 39k 91.15
Dimensional Etf Trust World Ex Us Core (DFAX) 3.5 $3.3M 155k 21.60
Ishares Tr Esg Aw Msci Eafe (ESGD) 2.5 $2.4M 36k 65.74
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.2 $2.1M 87k 23.77
Ishares Tr Core Msci Total (IXUS) 2.2 $2.1M 36k 57.89
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.3 $1.3M 27k 46.74
Ishares Core Msci Emkt (IEMG) 1.2 $1.2M 25k 46.70
Ishares Tr Esg Aware Msci (ESML) 1.2 $1.2M 35k 32.87
Ishares Tr Us Treas Bd Etf (GOVT) 1.1 $1.1M 48k 22.73
UnitedHealth (UNH) 1.0 $911k 1.7k 530.27
Ishares Esg Awr Msci Em (ESGE) 0.8 $786k 26k 30.08
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $735k 12k 61.65
Alphabet Cap Stk Cl C (GOOG) 0.6 $559k 6.3k 88.66
Amazon (AMZN) 0.5 $482k 5.7k 83.94
Ishares Tr Esg Awre Usd Etf (SUSC) 0.4 $424k 19k 22.30
Wp Carey (WPC) 0.4 $387k 5.0k 78.13
JPMorgan Chase & Co. (JPM) 0.3 $317k 2.4k 134.09
ConocoPhillips (COP) 0.3 $241k 2.0k 118.20
Merck & Co (MRK) 0.3 $238k 2.1k 111.11
Alphabet Cap Stk Cl A (GOOGL) 0.2 $219k 2.5k 88.16
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $215k 7.1k 30.36
Cano Health Com Cl A 0.0 $34k 25k 1.36