0001802865-21-000005.txt : 20211112 0001802865-21-000005.hdr.sgml : 20211112 20211110190327 ACCESSION NUMBER: 0001802865-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211110 EFFECTIVENESS DATE: 20211112 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: 211398374 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 09-30-2021 09-30-2021 Summit Wealth Group, LLC

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

13F HOLDINGS REPORT 028-19826 N ASHLEIGH SWAYZE 6463953900 ASHLEIGH SWAYZE NEWTOWN PA 11-10-2021 0 43 63236 false INFORMATION TABLE 2 swp13F_3q2021.xml ISHARES TR MSCI USA MIN VOL 46429B697 9262 126016 SH SOLE 0 0 126016 ISHARES TR GLOBAL TECH ETF 464287291 3624 63962 SH SOLE 0 0 63962 ISHARES TR MSCI USA MMENTM 46432F396 9464 53896 SH SOLE 0 0 53896 ISHARES TR MSCI USA VALUE 46432F388 3128 31067 SH SOLE 0 0 31067 ISHARES TR U.S. MED DVC ETF 464288810 3622 57691 SH SOLE 0 0 57691 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 503 2757 SH SOLE 0 0 2757 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1798 35602 SH SOLE 0 0 35602 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 442 8848 SH SOLE 0 0 8848 ISHARES TR 20 YR TR BD ETF 464287432 206 1424 SH SOLE 0 0 1424 ISHARES TR IBOXX HI YD ETF 464288513 584 6678 SH SOLE 0 0 6678 ISHARES TR JPMORGAN USD EMG 464288281 619 5625 SH SOLE 0 0 5625 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 599 5853 SH SOLE 0 0 5853 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 597 11194 SH SOLE 0 0 11194 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 419 5117 SH SOLE 0 0 5117 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 521 9140 SH SOLE 0 0 9140 3M CO COM 88579Y101 236 1345 SH SOLE 0 0 1345 ALPHABET INC CAP STK CL C 02079K107 1261 473 SH SOLE 0 0 473 ALPHABET INC CAP STK CL A 02079K305 286 107 SH SOLE 0 0 107 CHEVRON CORP NEW COM 166764100 279 2752 SH SOLE 0 0 2752 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 7591 285699 SH SOLE 0 0 285699 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1479 57159 SH SOLE 0 0 57159 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 214 4541 SH SOLE 0 0 4541 EATON CORP PLC SHS G29183103 267 1788 SH SOLE 0 0 1788 LILLY ELI & CO COM 532457108 294 1271 SH SOLE 0 0 1271 FACEBOOK INC CL A 30303M102 303 894 SH SOLE 0 0 894 HOME DEPOT INC COM 437076102 362 1102 SH SOLE 0 0 1102 ISHARES TR CORE MSCI TOTAL 46432F834 303 4266 SH SOLE 0 0 4266 ISHARES TR CORE S&P MCP ETF 464287507 203 770 SH SOLE 0 0 770 ISHARES TR ESG AW MSCI EAFE 46435G516 923 11777 SH SOLE 0 0 11777 ISHARES INC ESG AWR MSCI EM 46434G863 329 7941 SH SOLE 0 0 7941 ISHARES TR ESG AWR MSCI USA 46435G425 2497 25357 SH SOLE 0 0 25357 ISHARES TR ESG AWARE MSCI 46435U663 608 15580 SH SOLE 0 0 15580 JOHNSON & JOHNSON COM 478160104 255 1581 SH SOLE 0 0 1581 JPMORGAN CHASE & CO COM 46625H100 584 3565 SH SOLE 0 0 3565 MICROSOFT CORP COM 594918104 722 2560 SH SOLE 0 0 2560 PFIZER INC COM 717081103 316 7349 SH SOLE 0 0 7349 PROCTER AND GAMBLE CO COM 742718109 1040 7439 SH SOLE 0 0 7439 SERVICENOW INC COM 81762P102 221 355 SH SOLE 0 0 355 SHERWIN WILLIAMS CO COM 824348106 253 906 SH SOLE 0 0 906 SUN CMNTYS INC COM 866674104 5456 29478 SH SOLE 0 0 29478 TEXAS INSTRS INC COM 882508104 307 1599 SH SOLE 0 0 1599 UNION PAC CORP COM 907818108 534 2726 SH SOLE 0 0 2726 UNITEDHEALTH GROUP INC COM 91324P102 725 1856 SH SOLE 0 0 1856