Instuitional Investor - Summit Wealth & Retirement Planning, Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	480,683	$33,695,851	14.23%
2.	Schwab Strategic Trust	FNDF	381,058	$31,612,566	13.35%
3.	Vanguard World Fd		180,217	$30,507,134	12.88%
4.	Schwab Strategic Trust	FNDF	509,139	$18,817,779	7.95%
5.	Abrdn Precious Metals Basket		133,097	$12,114,489	5.11%