Summit Wealth Group LLC / CO ETFs

Summit Wealth Group LLC / CO

$398 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
USMV Ishares Msci Usa Min Vol Facto	$0	$314 Million 0.08% of portfolio	3,347	Q2 2025 New
PTRB Pgim ETF Tr Total Return Bd Et	$0	$314 Million 0.08% of portfolio	7,504	Q2 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$307 Million 0.08% of portfolio	3,435	Q2 2025 New
HYD Vaneck High Yield Muni ETF	$0	$306 Million 0.08% of portfolio	6,096	Q2 2025 New
IMCB Ishares Morningstar Mid Cap Et	$0	$305 Million 0.08% of portfolio	3,825	Q2 2025 New
BNDX Vanguard Total International B	$0	$303 Million 0.08% of portfolio	6,121	Q2 2025 New
UCON First Tr ETF Viii Tcw Unconstr	$0	$294 Million 0.07% of portfolio	11,793	Q2 2025 New
GLRY Northern Lts Fd Tr Iv Inspire	$0	$289 Million 0.07% of portfolio	8,760	Q2 2025 New
PFF Ishares Trust Ishares Pfd And	$0	$287 Million 0.07% of portfolio	9,341	Q2 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$277 Million 0.07% of portfolio	5,285	Q2 2025 New
GLD Spdr Gold Trust	$106B	$262 Million 0.07% of portfolio	860	Q2 2025 New
FXH First Tr Exchange Trd Fd Healt	$0	$251 Million 0.06% of portfolio	2,417	Q2 2025 New
OGIG Alps ETF Tr Oshares Global Int	$0	$250 Million 0.06% of portfolio	4,674	Q2 2025 New
IWM Ishares Russell 2000 ETF	$0	$248 Million 0.06% of portfolio	1,150	Q2 2025 New
VONV Vanguard Russell 1000 Value Et	$0	$241 Million 0.06% of portfolio	2,833	Q2 2025 New
IWV Ishares Russell 3000 ETF	$0	$241 Million 0.06% of portfolio	686	Q2 2025 New
TDIV First Trust Nasdaq Technology	$0	$239 Million 0.06% of portfolio	2,650	Q2 2025 New
VIG Vanguard Dividend Appreciation	$0	$239 Million 0.06% of portfolio	1,162	Q2 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$236 Million 0.06% of portfolio	2,493	Q2 2025 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$227 Million 0.06% of portfolio	5,336	Q2 2025 New
JMUB Jp Morgan Tr Mun ETF (De)	$0	$227 Million 0.06% of portfolio	4,567	Q2 2025 New
SHYG Ishares 0 5 Year High Yield CO	$0	$221 Million 0.06% of portfolio	5,134	Q2 2025 New
IHI Ishares Tr Dow Jones Us Medica	$0	$216 Million 0.05% of portfolio	3,451	Q2 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$212 Million 0.05% of portfolio	1,942	Q2 2025 New
SCHR Schwab Intermediate Term Us Tr	$0	$207 Million 0.05% of portfolio	8,288	Q2 2025 New

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