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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	$471,936,908

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	SCHD	1,777,034	$61,858,567	13.11%
2.	Vanguard World Fd		217,223	$59,438,823	12.59%
3.	Schwab Strategic Trust	SCHD	1,522,032	$51,505,563	10.91%
4.	Schwab Strategic Trust	SCHD	1,175,965	$32,574,234	6.9%
5.	Abrdn Precious Metals Basket		129,390	$23,438,998	4.97%