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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	$424,674,712

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard World Fd		214,254	$53,814,160	12.67%
2.	Schwab Strategic Trust	FNDF	1,707,367	$50,555,125	11.9%
3.	Schwab Strategic Trust	FNDF	1,528,494	$49,859,485	11.74%
4.	Schwab Strategic Trust	FNDF	1,481,053	$35,604,521	8.38%
5.	Abrdn Precious Metals Basket		140,485	$28,883,716	6.8%