HoldingsChannel.com
Summit Financial LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS TOTAL STK MKT (VTI) 1,979,521 +10,649 $297,456
     VTI1,979,521+10,649$297,456
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US (VEU) 2,544,148 +26,599 $127,567
     VEU2,544,148+26,599$127,567
VANGUARD INDEX FDS MID CAP VALUE ETF (VOE) 319,281 +20,716 $34,749
     VOE319,281+20,716$34,749
VANGUARD INDEX FDS VALUE ETF (VTV) 279,044 +7,811 $31,194
     VTV279,044+7,811$31,194
VANGUARD INDEX FDS SM CP VAL ETF (VBR) 208,431 +26,443 $24,386
     VBR208,431+26,443$24,386
SPDR INDEX SHS FDS GLB NAT RESRCE (GNR) 425,771 +4,742 $18,582
     GNR425,771+4,742$18,582
UNITED STS COMMODITY INDEX FD (USCI) 352,154 +395 $13,140
     USCI352,154+395$13,140
VANGUARD WORLD FDS ENERGY ETF (VDE) 127,888 +3,863 $10,282
     VDE127,888+3,863$10,282
ISHARES CORE TOTAL USD BOND MKT (IUSB) 137,594 +53,569 $5,336
     IUSB137,594+53,569$5,336
VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF (VEA) 94,626 +17,444 $4,141
     VEA94,626+17,444$4,141
ISHARES NATIONAL MUN ETF (MUB) 54,330 +26,162 $3,514
     MUB54,330+26,162$3,514
ISHARES CORE RUSSELL VAL (IUSV) 54,442 +10,928 $3,135
     IUSV54,442+10,928$3,135
VANGUARD SCOTTSDALE FDS INT TERM CORP (VCIT) 43,378 +21,177 $2,575
     VCIT43,378+21,177$2,575
VANGUARD BD INDEX FD INC INTERMED TERM (BIV) 42,614 +19,765 $2,558
     BIV42,614+19,765$2,558
ISHARES RUSSELL 1000 ETF (IWB) 32,617 +21,568 $2,365
     IWB32,617+21,568$2,365
SCHWAB STRATEGIC TR US LRG CAP ETF (VWO) 37,811 +1,848 $2,178
     VWO37,811+1,848$2,178
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 27,432 +6,889 $2,021
     ITOT27,432+6,889$2,021
VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF (SCHX) 40,211 +20,876 $1,900
     SCHX40,211+20,876$1,900
VANGUARD BD INDEX FD INC TOTAL BND MRKT (BND) 13,976 +2,387 $1,385
     BND13,976+2,387$1,385
VANGUARD INDEX FDS GROWTH ETF (IXUS) 2,465 -10,895 $410
     IXUS2,465-10,895$410
SPDR SERIES TRUST BLOOMBERG BRCLYS (IWO) 3,254 -1,048 $354
     IWO3,254-1,048$354
VANGUARD INTL EQUITY INDEX FTSE SMCAP ETF (BPL) 2,887 -16,235 $294
     BPL2,887-16,235$294
ISHARES TR TIPS BD ETF (IWN) 2,477 -3,567 $288
     IWN2,477-3,567$288
ISHARES TR JPMORGAN USD EMG (EPD) 1,991 -23,634 $226
     EPD1,991-23,634$226

See Full List: All Stocks Held By Summit Financial LLC
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Summit Financial LLC

Size ($ in 1000's)
At 09/30/2019: $590,246
At 06/30/2019: $592,684

Summit Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit Financial LLC 13F filings. Link to 13F filings: SEC filings

Summit Financial LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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