Summit Portfolio Management, LTD.
24 holdingsFiling period: 2026-03-31Current AUM: $170.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 334.0K | $36.9M | $41.8M | 24.59% | -- | 2026-03-31 |
| 2 | AVDV | AMERICAN CENTY ETF TR | 179.2K | $17.9M | $18.7M | 11.02% | -- | 2026-03-31 |
| 3 | AVLV | AMERICAN CENTY ETF TR | 171.4K | $13.8M | $15.8M | 9.28% | -- | 2026-03-31 |
| 4 | AVUS | AMERICAN CENTY ETF TR | 123.3K | $13.7M | $15.7M | 9.25% | -- | 2026-03-31 |
| 5 | FLOT | ISHARES TR | 222.1K | $11.3M | $11.3M | 6.66% | -- | 2026-03-31 |
| 6 | AVDE | AMERICAN CENTY ETF TR | 118.4K | $10.0M | $10.8M | 6.35% | -- | 2026-03-31 |
| 7 | VTIP | VANGUARD MALVERN FDS | 200.8K | $10.0M | $10.0M | 5.86% | -- | 2026-03-31 |
| 8 | AVIV | AMERICAN CENTY ETF TR | 111.3K | $8.3M | $9.0M | 5.28% | -- | 2026-03-31 |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 146.9K | $7.1M | $8.2M | 4.80% | -- | 2026-03-31 |
| 10 | AVES | AMERICAN CENTY ETF TR | 109.0K | $6.5M | $6.8M | 3.99% | -- | 2026-03-31 |
| 11 | AVEM | AMERICAN CENTY ETF TR | 48.6K | $3.9M | $4.4M | 2.56% | -- | 2026-03-31 |
| 12 | DFAC | DIMENSIONAL ETF TRUST | 92.4K | $3.6M | $4.1M | 2.42% | -- | 2026-03-31 |
| 13 | DFEV | DIMENSIONAL ETF TRUST | 97.0K | $3.5M | $3.9M | 2.26% | -- | 2026-03-31 |
| 14 | DISV | DIMENSIONAL ETF TRUST | 69.8K | $2.8M | $3.0M | 1.74% | -- | 2026-03-31 |
| 15 | DFAT | DIMENSIONAL ETF TRUST | 43.0K | $2.7M | $3.0M | 1.79% | -- | 2026-03-31 |
| 16 | DFIV | DIMENSIONAL ETF TRUST | 17.0K | $895K | $971K | 0.57% | -- | 2026-03-31 |
| 17 | VTI | VANGUARD INDEX FDS | 1.4K | $463K | $531K | 0.31% | -- | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 725 | $347K | $347K | 0.20% | -- | 2026-03-31 |
| 19 | AVEE | AMERICAN CENTY ETF TR | 5.4K | $344K | $343K | 0.20% | -- | 2026-03-31 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | 526 | $342K | $393K | 0.23% | -- | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 1.6K | $277K | $319K | 0.19% | -- | 2026-03-31 |
| 22 | DFIC | DIMENSIONAL ETF TRUST | 7.4K | $262K | $281K | 0.17% | -- | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 562 | $208K | $261K | 0.15% | -- | 2026-03-31 |
| 24 | DFEM | DIMENSIONAL ETF TRUST | 6.0K | $206K | $225K | 0.13% | -- | 2026-03-31 |
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