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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
AMD +1,738+$256
VV +1,006+$219
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
MUB -55,500-$5,691
VTEB -103,017-$4,955
AGG -43,747-$4,114
CMF -13,264-$727
LQD -3,121-$318
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
KMLM +188,961+$5,300
SCHV +28,227+$4,531
SCHA +12,278+$1,995
SCHE +11,010+$654
SCHF +10,615+$1,888
BSV +7,734+$616
CVX +716+$74
SCHD +578+$109
GLTR +534+$958
EEM +494+$277
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
BIV -221,157-$15,944
DBMF -188,981-$6,480
IWD -8,748-$411
SCHG -4,582+$3,569
VGIT -3,421-$89
MGC -3,166+$2,657
IWM -1,122+$479
EFA -1,095+$632
IWF -708+$244
Summit Wealth & Retirement Planning Inc. Info
Size ($ in 1000's)
At 12/31/2023: $236,682
At 09/30/2023: $248,600

Summit Wealth & Retirement Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit Wealth & Retirement Planning Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Summit Wealth & Retirement Planning Inc.
As of  12/31/2023, we find all stocks held by Summit Wealth & Retirement Planning Inc. to be as follows, presented in the table below with each row detailing each Summit Wealth & Retirement Planning Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Summit Wealth & Retirement Planning Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Summit Wealth & Retirement Planning Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 480,683 +28,227 $33,696
     SCHV480,683+28,227$33,696
SCHWAB STRATEGIC TR 381,058 -4,582 $31,613
     SCHG381,058-4,582$31,613
VANGUARD WORLD FD (MGC) 180,217 -3,166 $30,507
     MGC180,217-3,166$30,507
SCHWAB STRATEGIC TR 509,139 +10,615 $18,818
     SCHF509,139+10,615$18,818
ABRDN PRECIOUS METALS BASKET 133,097 +534 $12,114
     GLTR133,097+534$12,114
SCHWAB STRATEGIC TR 255,460 +12,278 $12,068
     SCHA255,460+12,278$12,068
SCHWAB STRATEGIC TR 459,438 +11,010 $11,389
     SCHE459,438+11,010$11,389
ISHARES TR (IWD) 68,284 -8,748 $11,284
     IWD68,284-8,748$11,284
LITMAN GREGORY FDS TR 324,406 -188,981 $8,357
     DBMF324,406-188,981$8,357
ISHARES TR (EFA) 110,159 -1,095 $8,300
     EFA110,159-1,095$8,300
SPDR S&P 500 ETF TR (SPY) 14,283 -281 $6,789
     SPY14,283-281$6,789
KRANESHARES TR (KMLM) 227,953 +188,961 $6,570
     KMLM227,953+188,961$6,570
ISHARES TR (IWM) 28,234 -1,122 $5,667
     IWM28,234-1,122$5,667
ISHARES TR (EEM) 113,893 +494 $4,580
     EEM113,893+494$4,580
SCHWAB STRATEGIC TR 78,739 +155 $4,383
     SCHB78,739+155$4,383
ISHARES TR (IWF) 11,618 -708 $3,522
     IWF11,618-708$3,522
APPLE INC 15,234 -21 $2,933
     AAPL15,234-21$2,933
VANGUARD SCOTTSDALE FDS (VGIT) 49,197 -3,421 $2,918
     VGIT49,197-3,421$2,918
MICROSOFT CORP 5,006 -682 $1,882
     MSFT5,006-682$1,882
JPMORGAN CHASE & CO 9,167 -53 $1,559
     JPM9,167-53$1,559
VANGUARD BD INDEX FDS (BSV) 18,759 +7,734 $1,445
     BSV18,759+7,734$1,445
BILL HOLDINGS INC 15,000 UNCH $1,224
     BILL15,000UNCH$1,224
SCHWAB STRATEGIC TR 12,617 +578 $961
     SCHD12,617+578$961
ALPHABET INC 6,609 -1 $931
     GOOG6,609-1$931
VANGUARD BD INDEX FDS (BIV) 11,732 -221,157 $896
     BIV11,732-221,157$896
ALPHABET INC 6,374 -70 $890
     GOOGL6,374-70$890
TESLA INC 3,121 +40 $776
     TSLA3,121+40$776
VANGUARD INDEX FDS (VBR) 4,045 +1 $728
     VBR4,045+1$728
COPART INC 13,380 UNCH $656
     CPRT13,380UNCH$656
NVIDIA CORPORATION 1,250 -24 $619
     NVDA1,250-24$619
HOME DEPOT INC 1,594 +210 $552
     HD1,594+210$552
VANGUARD TAX MANAGED FDS (VEA) 10,898 UNCH $522
     VEA10,898UNCH$522
MERCK & CO INC 4,763 +1 $519
     MRK4,763+1$519
ISHARES TR (HDV) 4,991 -18 $509
     HDV4,991-18$509
PROCTER AND GAMBLE CO 3,167 +37 $464
     PG3,167+37$464
VANGUARD WHITEHALL FDS (VYM) 4,086 UNCH $456
     VYM4,086UNCH$456
VANGUARD INDEX FDS (VO) 1,699 UNCH $395
     VO1,699UNCH$395
PALO ALTO NETWORKS INC 1,307 -39 $385
     PANW1,307-39$385
BERKSHIRE HATHAWAY INC DEL      $382
     BRK.B1,071UNCH$382
AMAZON COM INC 2,489 -71 $378
     AMZN2,489-71$378
CHIPOTLE MEXICAN GRILL INC 162 UNCH $370
     CMG162UNCH$370
COSTCO WHSL CORP NEW 554 -13 $366
     COST554-13$366
CHEVRON CORP NEW 2,425 +716 $362
     CVX2,425+716$362
PIONEER NAT RES CO 1,591 -226 $358
     PXD1,591-226$358
VANGUARD INDEX FDS (VB) 1,638 UNCH $349
     VB1,638UNCH$349
SIMPSON MFG INC 1,710 UNCH $339
     SSD1,710UNCH$339
VISA INC 1,223 -39 $318
     V1,223-39$318
ISHARES TR (IJH) 1,055 UNCH $292
     IJH1,055UNCH$292
DISNEY WALT CO 2,929 UNCH $264
     DIS2,929UNCH$264
ADVANCED MICRO DEVICES INC 1,738 +1,738 $256
     AMD1,738+1,738$256
INVESCO QQQ TR 605 +6 $248
     QQQ605+6$248
AMGEN INC 776 +3 $223
     AMGN776+3$223
VANGUARD INDEX FDS (VV) 1,006 +1,006 $219
     VV1,006+1,006$219
BRIGHTSPIRE CAPITAL INC 10,928 +0 $81
     BRSP10,928UNCH$81
ISHARES TR $0 (exited)
     AGG0-43,747$0
ISHARES TR $0 (exited)
     CMF0-13,264$0
ISHARES TR $0 (exited)
     LQD0-3,121$0
ISHARES TR $0 (exited)
     MUB0-55,500$0
VANGUARD MUN BD FDS 0 -103,017 $0 (exited)
     VTEB0-103,017$0

See Summary: Summit Wealth & Retirement Planning Inc. Top Holdings
See Details: Top 10 Stocks Held By Summit Wealth & Retirement Planning Inc.

All Stocks Held By Summit Wealth & Retirement Planning Inc. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

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