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

Instuitional Investor - Summit Wealth & Retirement Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Summit Wealth & Retirement Planning, Inc.
Portfolio Value $236,685,928
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 480,683 $33,695,851 14.23%
2.
Schwab Strategic Trust
 FNDF 381,058 $31,612,566 13.35%
3.
Vanguard World Fd
 180,217 $30,507,134 12.88%
4.
Schwab Strategic Trust
 FNDF 509,139 $18,817,779 7.95%
5.
Abrdn Precious Metals Basket
 133,097 $12,114,489 5.11%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)