Summit X, LLC — Q2 2022 13F 持股

Name: Summit X, LLC — 13F Holdings, Q2 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001697729

申报总市值

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仅显示前 200 大持股（共 243 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	AAPL	Apple INC	股票-科技	5.55%	-4.90%	EXIT
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	5.55%	-5.81%	EXIT
3	ESGU	Ishares Esg Aware Msci USA	ETF-其他	4.62%	—	-0.06%
4	IWD	Ishares Russell 1000 Value E	ETF-其他	4.50%	—	+1.89%
5	BND	Vanguard Total Bond Market	ETF-其他	3.05%	-0.71%	EXIT
6	MSFT	Microsoft CORP	股票-科技	2.35%	-1.71%	EXIT
7	AGG	Ishares Core U.s. Aggregate	ETF-其他	2.14%	—	-6.42%
8	FBND	Fidelity Total Bond ETF	ETF-其他	2.11%	-1.95%	EXIT
9	IWF	Ishares Russell 1000 Growth	ETF-其他	2.08%	—	+3.79%
10	GOOGL	Alphabet Inc-cl A	股票-通信服务	1.83%	-0.87%	EXIT
11	ORLY	O'reilly Automotive INC	股票-周期性消费	1.64%	-4.68%	EXIT
12	MA	Mastercard INC - A	股票-金融	1.63%	-1.08%	EXIT
13	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.50%	—	+3.22%
14	EFV	Ishares Msci Eafe Value ETF	ETF-其他	1.46%	-2.25%	EXIT
15	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	1.43%	—	-0.63%
16	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.38%	—	+1.74%
17	PG	Procter & Gamble Co/the	股票-非周期性消费	1.32%	-0.99%	EXIT
18	AMZN	Amazon.com INC	股票-周期性消费	1.28%	-1.02%	EXIT
19	AMD	Advanced Micro Devices	股票-科技	1.23%	—	+24.02%
20	NVDA	Nvidia CORP	股票-科技	1.23%	-6.12%	EXIT
21	V	Visa Inc-class A Shares	股票-金融	1.11%	-0.64%	EXIT
22	ESGE	Ishares INC Ishares Esg Awar	ETF-其他	1.00%	—	-27.79%
23	GOVT	Ishares US Treasury Bond ETF	ETF-政府公债	0.98%	—	+2.77%
24	ABBV	Abbvie INC	股票-医疗保健	0.96%	-0.73%	EXIT
25	UNH	Unitedhealth Group INC	股票-医疗保健	0.95%	—	-6.43%
26	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	0.87%	—	+2.32%
27	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	0.79%	-1.72%	EXIT
28	XOM	Exxon Mobil CORP	股票-能源	0.78%	-1.16%	EXIT
29	MCD	Mcdonald's CORP	股票-周期性消费	0.70%	-0.40%	EXIT
30	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	0.64%	—	+942.96%
31	KO	Coca-cola Co/the	股票-非周期性消费	0.63%	—	-1.09%
32	TIP	Ishares Tips Bond ETF	ETF-其他	0.62%	—	+0.67%
33	WMT	Walmart INC	股票-非周期性消费	0.62%	-0.58%	EXIT
34	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.61%	—	-0.97%
35	EMR	Emerson Electric Co	股票-工业	0.58%	—	-0.40%
36	HDV	Ishares Core High Dividend E	ETF-其他	0.58%	-0.49%	EXIT
37	DIS	Walt Disney Co/the	股票-通信服务	0.58%	—	+18.36%
38	PDBC	Invesco Optimum Yield Divers	ETF-其他	0.57%	—	+1.16%
39	FTEC	Fidelity Msci Info Tech Indx	ETF-科技型	0.55%	—	+2.83%
40	RTX	Rtx CORP	股票-工业	0.54%	-0.73%	EXIT
41	DSL	Doubleline Income Solutions	股票-其他	0.50%	—	+1.57%
42	META	Meta Platforms Inc-class A	股票-通信服务	0.50%	—	+4.31%
43	ADBE	Adobe INC	股票-科技	0.50%	—	-0.40%
44	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.49%	—	-1.19%
45	AEE	Ameren Corporation	股票-公用事业	0.49%	-0.45%	EXIT
46	JPM	Jpmorgan Chase & Co	股票-金融	0.48%	—	+28.57%
47	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.47%	—	-50.84%
48	ENB	Enbridge INC	股票-能源	0.47%	—	—
49	C	Citigroup INC	股票-金融	0.46%	—	+0.18%
50	SPYD	Ss Spdr P S&p 500 Hi Div ETF	ETF-大型股与成长	0.43%	—	+221.78%

1–50 of 200