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Summit Asset Management, LLC

Q1 2023 Holdings

Filed 2023-05-12 | 152 holdings | $363.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$23.4M345,2076.4%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$39.6M540,87010.9%
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