Instuitional Investor - Summit Wealth & Retirement Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Summit Wealth & Retirement Planning, Inc.
Portfolio Value $236,685,928
Filing Period:
No. Security Ticker Shares Value % Port
1. FNDF 480,683 $33,695,851 14.23%
2. FNDF 381,058 $31,612,566 13.35%
3.
Vanguard World Fd
180,217 $30,507,134 12.88%
4. FNDF 509,139 $18,817,779 7.95%
5.
Abrdn Precious Metals Basket
133,097 $12,114,489 5.11%