Summit X, LLC
CIK 1697729 · Holdings on Sep 30, 2023 · First reported Nov 6, 2023
Top ten holdings
Q3 2023- IVV16.33%
- AAPL6.67%
- FBND4.59%
- QUAL3.62%
- EFV3.47%
- EFG2.66%
- TLT2.32%
- ORLY2.31%
- MBB2.03%
- ESGU1.93%
Share classes counted separately45.93%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $51.44M | 16.33% | 119.75K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INC View history and evidence | $21.01M | 6.67% | 122.67K shares | — | ↗▾ | |
| 03 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $14.46M | 4.59% | 332.05K shares | — | ↗▾ | |
| 04 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $11.39M | 3.62% | 86.45K shares | — | ↗▾ | |
| 05 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $10.94M | 3.47% | 223.58K shares | — | ↗▾ | |
| 06 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $8.37M | 2.66% | 97.03K shares | — | ↗▾ | |
| 07 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $7.32M | 2.32% | 82.48K shares | — | ↗▾ | |
| 08 | ORLYO'REILLY AUTOMOTIVE INC View history and evidence | $7.29M | 2.31% | 8.02K shares | — | ↗▾ | |
| 09 | MBBISHARES MBS ETFMBS ETF View history and evidence | $6.39M | 2.03% | 71.98K shares | — | ↗▾ | |
| 10 | ESGUISHARES ESG AWARE MSCI USAESG AWR MSCI USA View history and evidence | $6.09M | 1.93% | 64.82K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 103
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HCA HCA HEALTHCARE INC | Non-derivative | — | — | SEC filing ↗ | |
| TMO THERMO FISHER SCIENTIFIC INC | Non-derivative | — | — | SEC filing ↗ | |
| TMUS T-MOBILE US INC | Non-derivative | — | — | SEC filing ↗ |
3 / 103 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1697729 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 314983392
}Research all 181 reported holdings.
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