Summitas Investment Management LLC
10 holdingsFiling period: 2026-03-31Current AUM: $139.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 102.9K | $61.5M | $70.7M | 50.75% | +1.9K | 2026-03-31 |
| 2 | GLDM | WORLD GOLD TR | 219.7K | $20.4M | $17.6M | 12.64% | -35,502 | 2026-03-31 |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 176.9K | $10.5M | $10.3M | 7.41% | -16,820 | 2026-03-31 |
| 4 | VGT | VANGUARD WORLD FD | 14.2K | $9.9M | $12.8M | 9.21% | +395 | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 109.1K | $7.0M | $7.7M | 5.53% | -11,795 | 2026-03-31 |
| 6 | FENI | FIDELITY COVINGTON TRUST | 153.0K | $5.7M | $6.2M | 4.47% | +13.4K | 2026-03-31 |
| 7 | IEMG | ISHARES INC | 77.0K | $5.4M | $6.0M | 4.29% | -36,215 | 2026-03-31 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 65.1K | $3.5M | $3.8M | 2.75% | +43.8K | 2026-03-31 |
| 9 | VUSB | VANGUARD BD INDEX FDS | 38.2K | $1.9M | $1.9M | 1.37% | -6,314 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 7.1K | $1.8M | $2.2M | 1.57% | -964 | 2026-03-31 |
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