Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 4 | Q3 2023 | 35.2% |
CAPITAL GROUP DIVIDEND VALUE | 4 | Q3 2023 | 16.0% |
CAPITAL GROUP GROWTH ETF | 4 | Q3 2023 | 14.4% |
CAPITAL GROUP CORE EQUITY ET | 4 | Q3 2023 | 12.9% |
SPDR SER TR | 4 | Q3 2023 | 7.4% |
ISHARES TR | 4 | Q3 2023 | 6.9% |
SPDR SER TR | 4 | Q3 2023 | 6.7% |
VANGUARD TOTAL | 4 | Q3 2023 | 4.4% |
ISHARES TR | 4 | Q3 2023 | 3.9% |
ISHARES TR | 4 | Q3 2023 | 2.9% |
View Summit Investment Advisory Services, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-26 |
13F-HR | 2023-04-17 |
13F-HR | 2023-02-02 |
View Summit Investment Advisory Services, 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.