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Home > Institutional Investor > Summit Wealth & Retirement Planning, Inc. > Profile

Instuitional Investor - Summit Wealth & Retirement Planning, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Summit Wealth & Retirement Planning, Inc.
Portfolio Value	$406,860,650

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard World Fd		216,103	$52,748,697	12.96%
2.	Schwab Strategic Trust	FNDF	1,554,241	$49,595,833	12.19%
3.	Schwab Strategic Trust	FNDF	1,666,269	$48,505,091	11.92%
4.	Schwab Strategic Trust	FNDF	1,432,169	$33,340,885	8.19%
5.	Abrdn Precious Metals Basket		151,260	$25,025,967	6.15%