Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT FINANCIAL LLC | 04-24-2024 | 03-31-2024 | 381 | 1,687,958,706 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS TOTAL STK MKT | ETF | 1 | $412,219,890 | 1,586,071 | 0.02 | 0.02 | 88 | 0.01 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F ALLWRLD EX US | ETF | 2 | $196,374,825 | 3,348,249 | 0.01 | 0.01 | 63,510 | 1.93 | 03-31-2024 |
| CHIPOTLE MEXICAN GRILL INC COM | Common Stock | 3 | $84,791,934 | 29,171 | 0.01 | 0.00 | 5,632 | 23.93 | 03-31-2024 |
| VANGUARD INDEX FDS GROWTH ETF | ETF | 4 | $61,296,814 | 178,085 | 0.00 | 0.00 | -8,631 | -4.62 | 03-31-2024 |
