Summit Financial Consulting LLC
CIK 2065794 · Holdings on Mar 31, 2025 · First reported Apr 29, 2025
Top ten holdings
Q1 2025- LQD17.05%
- HYG16.85%
- IYZ5.68%
- IYF5.55%
- IVW5.19%
- IYE5.16%
- SCHX5.15%
- IYC4.94%
- IJJ4.91%
- IYW4.79%
Share classes counted separately75.27%
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 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $18.38M | 17.05% | 169.11K shares | Prior unavailable — | — | ↗▾ |
| 02 | HYGISHR IBX USD HIYLD CB ETF-UIIBOXX HI YD ETF View history and evidence | $18.16M | 16.85% | 230.17K shares | Prior unavailable — | — | ↗▾ |
| 03 | IYZISHARES US TELECOMMUNICATIONUS TELECOM ETF View history and evidence | $6.12M | 5.68% | 223.39K shares | Prior unavailable — | — | ↗▾ |
| 04 | IYFISHARES US FINANCIALS ETFU.S. FINLS ETF View history and evidence | $5.98M | 5.55% | 52.96K shares | Prior unavailable — | — | ↗▾ |
| 05 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $5.59M | 5.19% | 60.24K shares | Prior unavailable — | — | ↗▾ |
| 06 | IYEISHARES U.S. ENERGY ETFU.S. ENERGY ETF View history and evidence | $5.56M | 5.16% | 112.71K shares | Prior unavailable — | — | ↗▾ |
| 07 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $5.55M | 5.15% | 251.23K shares | Prior unavailable — | — | ↗▾ |
| 08 | IYCISHARES US CONSUMER DISCRETIUS CONSUM DISCRE View history and evidence | $5.33M | 4.94% | 60.34K shares | Prior unavailable — | — | ↗▾ |
| 09 | IJJISHARES S&P MID-CAP 400 VALUS&P MC 400VL ETF View history and evidence | $5.30M | 4.91% | 44.24K shares | Prior unavailable — | — | ↗▾ |
| 10 | IYWISHARES USTECHNOLOGY ETFU.S. TECH ETF View history and evidence | $5.16M | 4.79% | 36.76K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2065794 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 107780773
}Research all 42 reported holdings.
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