0001802865-21-000001.txt : 20210211 0001802865-21-000001.hdr.sgml : 20210211 20210211125136 ACCESSION NUMBER: 0001802865-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210211 DATE AS OF CHANGE: 20210211 EFFECTIVENESS DATE: 20210211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Wealth Group, LLC CENTRAL INDEX KEY: 0001802865 IRS NUMBER: 020402320 STATE OF INCORPORATION: VT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19826 FILM NUMBER: 21618195 BUSINESS ADDRESS: STREET 1: 205 BILLINGS FARM RD # 2A CITY: WHITE RIVER JUNCTION STATE: VT ZIP: 05001 BUSINESS PHONE: 802-295-5300 MAIL ADDRESS: STREET 1: 205 BILLINGS FARM RD # 2A CITY: WHITE RIVER JUNCTION STATE: VT ZIP: 05001 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001802865 XXXXXXXX 12-31-2020 12-31-2020 Summit Wealth Group, LLC

205 BILLINGS FARM RD # 2A WHITE RIVER JUNCTION VT 05001

13F HOLDINGS REPORT 028-19826 N Ashleigh C. Swayze 6463953900 Ashleigh C. Swayze Newtown PA 02-11-2021 0 46 159399 false INFORMATION TABLE 2 swg4q20_13f.xml SUMMIT INFORMATION TABLE AMAZON COM INC COM 023135106 785 241 SH SOLE 0 0 241 APPLE INC COM 037833100 1641 12369 SH SOLE 0 0 12369 CHEVRON CORP NEW COM 166764100 226 2678 SH SOLE 0 0 2678 HOME DEPOT INC COM 437076102 372 1400 SH SOLE 0 0 1400 ISHARES TR CORE US AGGBD ET 464287226 2847 24091 SH SOLE 0 0 24091 ISHARES TR GLOBAL TECH ETF 464287291 2593 8642 SH SOLE 0 0 8642 ISHARES TR 20 YR TR BD ETF 464287432 1406 8914 SH SOLE 0 0 8914 ISHARES TR JPMORGAN USD EMG 464288281 468 4041 SH SOLE 0 0 4041 ISHARES TR IBOXX HI YD ETF 464288513 465 5323 SH SOLE 0 0 5323 ISHARES TR SHORT TREAS BD 464288679 5912 53484 SH SOLE 0 0 53484 ISHARES TR U.S. MED DVC ETF 464288810 2485 7593 SH SOLE 0 0 7593 JOHNSON & JOHNSON COM 478160104 266 1688 SH SOLE 0 0 1688 MICROSOFT CORP COM 594918104 516 2319 SH SOLE 0 0 2319 PROCTER AND GAMBLE CO COM 742718109 1012 7276 SH SOLE 0 0 7276 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3560 57342 SH SOLE 0 0 57342 SHERWIN WILLIAMS CO COM 824348106 225 306 SH SOLE 0 0 306 SUN CMNTYS INC COM 866674104 16675 109738 SH SOLE 0 0 109738 TEXAS INSTRS INC COM 882508104 244 1489 SH SOLE 0 0 1489 UNION PAC CORP COM 907818108 453 2174 SH SOLE 0 0 2174 VANGUARD STAR FDS VG TL INTL STK F 921909768 4918 81741 SH SOLE 0 0 81741 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 3379 30824 SH SOLE 0 0 30824 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5703 61427 SH SOLE 0 0 61427 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 9822 118477 SH SOLE 0 0 118477 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1869 39597 SH SOLE 0 0 39597 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 11056 234185 SH SOLE 0 0 234185 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 712 14211 SH SOLE 0 0 14211 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2916 58190 SH SOLE 0 0 58190 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2669 48358 SH SOLE 0 0 48358 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27735 80697 SH SOLE 0 0 80697 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 615 3734 SH SOLE 0 0 3734 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 5540 33640 SH SOLE 0 0 33640 VANGUARD INDEX FDS TOTAL STK MKT 922908769 665 3415 SH SOLE 0 0 3415 ALPHABET INC CAP STK CL C 02079K107 237 135 SH SOLE 0 0 135 FACEBOOK INC CL A 30303M102 267 976 SH SOLE 0 0 976 ISHARES TR MSCI USA MIN VOL 46429B697 6542 96381 SH SOLE 0 0 96381 ISHARES TR MSCI USA VALUE 46432F388 2334 26857 SH SOLE 0 0 26857 ISHARES TR MSCI USA MMENTM 46432F396 6692 41488 SH SOLE 0 0 41488 ISHARES TR BLACKROCK ULTRA 46434V878 2956 58506 SH SOLE 0 0 58506 JPMORGAN CHASE & CO COM 46625H100 434 3418 SH SOLE 0 0 3418 SERVICENOW INC COM 81762P102 215 391 SH SOLE 0 0 391 UNITEDHEALTH GROUP INC COM 91324P102 627 1787 SH SOLE 0 0 1787 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 458 7822 SH SOLE 0 0 7822 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 11531 196948 SH SOLE 0 0 196948 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 458 8479 SH SOLE 0 0 8479 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 6521 120605 SH SOLE 0 0 120605 WP CAREY INC COM 92936U109 377 5340 SH SOLE 0 0 5340