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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 $323,106,425
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 223,935 $47,622,058 14.73%
2.
Schwab Strategic Trust
 FNDF 1,532,498 $42,710,716 13.21%
3.
Schwab Strategic Trust
 FNDF 1,613,829 $42,072,522 13.02%
4.
Schwab Strategic Trust
 FNDF 1,173,170 $21,703,651 6.71%
5.
Abrdn Precious Metals Basket
 146,293 $16,062,971 4.97%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)