| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARDINDEXFDSTOTAL STK MKT | 23 | Q2 2024 | 53.3% |
| VANGUARDINTL EQUITYINDEXFALLWRLD EX US | 23 | Q2 2024 | 23.5% |
| VANGUARDINDEXFDSVALUE ETF | 23 | Q2 2024 | 5.4% |
| VANGUARD INDEX FDS MID-CAP VALUE ETF | 23 | Q2 2024 | 5.9% |
| VANGUARDINDEXFDSSM CP VAL ETF | 23 | Q2 2024 | 4.5% |
| SPDRINDEXSHSFDSGLB NAT RESRCE | 23 | Q2 2024 | 4.3% |
| VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF | 23 | Q2 2024 | 1.6% |
| ISHARES TRCORE TOTAL USD | 23 | Q2 2024 | 1.0% |
| VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF | 23 | Q2 2024 | 1.2% |
| ISHARESTRCORE S&P TTL STK | 23 | Q2 2024 | 0.6% |
View Summit Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-12 |
View Summit Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.