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  Name: Summit X LLC
  City: Chesterfield
  State: MO
  Zip: 63017
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $351,510,000
  Total Value Change : $36,517,000
  Securities Held Change : 9
   
All Securities Held : 190
  New Positions : 14
  Closed Positions : 7
  Increased Positions : 88
  Unchanged Positions : 10
  Decreased Positions : 78

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 19 New $185.36 $4,184,000 24,718 1.19% 4,184,000 24,718 0.101    Closed - End Fund - E...
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 26 New $0.00 $2,507,000 45,235 0.71% 2,507,000 45,235 0.005    N/A
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 36 New $43.71 $2,064,000 52,747 0.59% 2,064,000 52,747 0.059    Closed - End Fund - E...
   (ON)1 Year Chart         ON On Semiconductor Corp 97 New $70.46 $691,000 8,269 0.2% 691,000 8,269 0.002    Semiconductor- Broad...
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 101 New $0.00 $633,000 24,788 0.18% 633,000 24,788 0.003    N/A
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 111 New $17.19 $515,000 19,710 0.15% 515,000 19,710 0.002    N/A
   (FALN)1 Year Chart         FALN Ishares Fallen Angels Usd Bond 129 New $0.00 $368,000 13,924 0.1% 368,000 13,924 0.009    N/A
   (REZ)1 Year Chart         REZ iShares FTSE NAREIT Resid P... 152 New $73.72 $272,000 698 0.08% 272,000 698 0.006    Closed - End Fund - Debt
   (IRBO)1 Year Chart         IRBO Ishares Robotics And Artifi... 177 New $0.00 $213,000 6,160 0.06% 213,000 6,160 0.099    N/A
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 178 New $50.96 $208,000 2,018 0.06% 208,000 2,018 0    Closed - End Fund - E...
   (AIQ)1 Year Chart         AIQ Alliance Healthcare Services 179 New $33.39 $205,000 6,588 0.06% 205,000 6,588 0.148    Medical Laboratories ...
   (VLUE)1 Year Chart         VLUE Ishares Msci Usa Value Factor 180 New $0.00 $205,000 2,028 0.06% 205,000 2,028 0    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 181 New $82.41 $202,000 2,566 0.06% 202,000 2,566 0.001    Closed - End Fund - E...
   (HYPR)1 Year Chart         HYPR Hyperfine, Inc 188 New $0.00 $20,000 18,000 0.01% 20,000 18,000 0.087    N/A
      14 Records Found
  1    
Page 1 of 1
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