HoldingsChannel.com
Summit Financial LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS TOTAL STK MKT (VTI) 1,882,420 +3,806 $242,663
     VTI1,882,420+3,806$242,663
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US (VEU) 2,535,633 +72,249 $104,012
     VEU2,535,633+72,249$104,012
VANGUARD INDEX FDS MID CAP VALUE ETF (VOE) 293,706 +3,688 $23,875
     VOE293,706+3,688$23,875
VANGUARD INDEX FDS VALUE ETF (VTV) 263,805 +256 $23,495
     VTV263,805+256$23,495
VANGUARD INDEX FDS SM CP VAL ETF (VBR) 181,548 +3,632 $16,121
     VBR181,548+3,632$16,121
SPDR INDEX SHS FDS GLB NAT RESRCE (GNR) 390,009 +4,261 $12,067
     GNR390,009+4,261$12,067
ISHARES CORE TOTAL USD BOND MKT (IUSB) 87,445 +10,382 $4,591
     IUSB87,445+10,382$4,591
VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF (VEA) 91,539 +3,019 $3,052
     VEA91,539+3,019$3,052
ISHARES NATIONAL MUN ETF (MUB) 26,290 -2,811 $2,971
     MUB26,290-2,811$2,971
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 43,130 +1,605 $2,642
     SCHX43,130+1,605$2,642
ISHARES CORE RUSSELL VAL (IUSV) 46,627 +4,820 $2,153
     IUSV46,627+4,820$2,153
VANGUARD BD INDEX FD INC INTERMED TERM (BIV) 20,358 +1,012 $1,819
     BIV20,358+1,012$1,819
VANGUARD SCOTTSDALE FDS INT TERM CORP (VCIT) 19,673 +867 $1,713
     VCIT19,673+867$1,713
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 29,203 +9,051 $1,671
     ITOT29,203+9,051$1,671
VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF (VWO) 36,517 +415 $1,225
     VWO36,517+415$1,225
ISHARES TR CORE MSCI TOTAL (IXUS) 19,984 +6,752 $939
     IXUS19,984+6,752$939
ISHARES CORE GROWTH ALLOCATION ETF (AOR) 22,539 UNCH $933
     AOR22,539UNCH$933
VANGUARD BD INDEX FD INC TOTAL BND MRKT (BND) 10,504 -453 $897
     BND10,504-453$897
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 6,015 +3,059 $694
     AGG6,015+3,059$694
ISHARES RUS 2000 GRW ETF (IWO) 4,302 UNCH $680
     IWO4,302UNCH$680
ISHARES RUSSELL 1000 ETF (IWB) 4,501 +195 $637
     IWB4,501+195$637
VANGUARD INDEX FDS GROWTH ETF (VUG) 3,920 +1,106 $614
     VUG3,920+1,106$614
ISHARES RUSSELL 2000 ETF (IWM) 4,783 +268 $547
     IWM4,783+268$547
JPMORGAN CHASE & CO COM 5,596 UNCH $504
     JPM5,596UNCH$504
ISHARES RUS 2000 VAL ETF (IWN) 6,032 -1,327 $495
     IWN6,032-1,327$495
SCHWAB STRATEGIC TR US SML CAP ETF (SCHA) 9,594 +98 $494
     SCHA9,594+98$494
VANGUARD INDEX FDS REIT ETF (VNQ) 5,609 +362 $392
     VNQ5,609+362$392
SPDR SERIES TRUST BLOOMBERG BRCLYS (JNK) 3,638 +113 $345
     JNK3,638+113$345
VANGUARD INDEX FDS MID CAP ETF (VO) 2,464 UNCH $324
     VO2,464UNCH$324
VANGUARD WORLD FDS INF TECH ETF (VGT) 1,493 +1,493 $316
     VGT1,493+1,493$316
ISHARES TR TIPS BD ETF (TIP) 2,507 +288 $296
     TIP2,507+288$296
SELECT SECTOR SPDR TR SBI CONS STPLS (XLP) 4,767 +4,767 $260
     XLP4,767+4,767$260
VANGUARD INTL EQUITY INDEX FTSE SMCAP ETF (VSS) 2,940 +127 $230
     VSS2,940+127$230
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 5,767 -3,798 $210
     MMP5,767-3,798$210
ISHARES TR JPMORGAN USD EMG (EMB) 2,135 UNCH $206
     EMB2,135UNCH$206
SHRT NAT MUN ETF (SUB) 1,897 +1,897 $202
     SUB1,897+1,897$202
ENTERPRISE PRODS PARTNERS L COM 13,604 -8,842 $195
     EPD13,604-8,842$195
MPLX LP COM UNIT REP LTD 10,815 -5,427 $126
     MPLX10,815-5,427$126
ENERGY TRANSFER LP COM UT LP 26,512 -15,913 $122
     ET26,512-15,913$122
NUSTAR ENERGY LP UNIT COM 12,313 -8,130 $106
     NS12,313-8,130$106
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 15,673 -11,488 $83
     PAA15,673-11,488$83
DCP MIDSTREAM LP COM UT LTD PTN 11,686 -8,210 $48
     DCP11,686-8,210$48

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

See Details: Top 10 Stocks Held By Summit Financial LLC

Size ($ in 1000's)
At 03/31/2020: $455,002
At 12/31/2019: $588,834

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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