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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	$419,085,912

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	SCHD	1,724,184	$52,587,619	12.55%
2.	Vanguard World Fd		215,518	$50,937,733	12.15%
3.	Schwab Strategic Trust	SCHD	1,517,439	$44,202,984	10.55%
4.	Schwab Strategic Trust	SCHD	1,154,813	$28,581,617	6.82%
5.	Abrdn Precious Metals Basket		128,389	$28,081,242	6.7%