Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SUMMIT X LLC 02-08-2024 12-31-2023 190 351,507,212
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $62,628,607 131,122 0.02 5.55 80,552 159.29 12-31-2023
APPLE INC COM 2 $23,621,222 122,684 0.01 5.55 -17,709 -12.61 12-31-2023
FIDELITY MERRIMACK STR TR TOTAL BD ETF 3 $13,390,236 290,836 0.00 2.11 133,995 85.43 12-31-2023
ISHARES TR MSCI USA QLT FCT 4 $12,870,217 87,469 0.00 0.08 85,035 3493.63 12-31-2023
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