HoldingsChannel.com
Summit Wealth & Retirement Planning Inc. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 218,142 -6,382 $22,150
     SCHG218,142-6,382$22,150
VANGUARD BD INDEX FDS (BIV) 207,260 +388 $19,315
     BIV207,260+388$19,315
SCHWAB STRATEGIC TR 194,324 -1,735 $9,738
     SCHV194,324-1,735$9,738
VANGUARD SCOTTSDALE FDS (VGIT) 125,414 +7,795 $8,850
     VGIT125,414+7,795$8,850
SCHWAB STRATEGIC TR 259,635 +3,154 $7,724
     SCHF259,635+3,154$7,724
SCHWAB STRATEGIC TR 139,465 -3,742 $7,339
     SCHM139,465-3,742$7,339
ISHARES TR (MUB) 62,022 +1,791 $7,157
     MUB62,022+1,791$7,157
ISHARES TR (AOM) 171,276 +7,336 $6,829
     AOM171,276+7,336$6,829
ABERDEEN STD PRECIOUS METALS 72,615 +1,592 $6,066
     GLTR72,615+1,592$6,066
SCHWAB STRATEGIC TR 81,869 +1,360 $5,349
     SCHA81,869+1,360$5,349
VANGUARD WORLD FD (MGC) 46,109 +18,015 $5,047
     MGC46,109+18,015$5,047
SCHWAB STRATEGIC TR 204,571 +11,810 $4,981
     SCHE204,571+11,810$4,981
ISHARES TR (EFA) 80,445 +5,395 $4,897
     EFA80,445+5,395$4,897
ISHARES TR (IWD) 38,528 +4,577 $4,339
     IWD38,528+4,577$4,339
ISHARES TR (IWR) 66,063 +8,672 $3,541
     IWR66,063+8,672$3,541
FLEXSHARES TR (TDTT) 132,468 +2,844 $3,349
     TDTT132,468+2,844$3,349
ISHARES TR (EEM) 83,185 +8,766 $3,327
     EEM83,185+8,766$3,327
ISHARES TR (AGG) 25,789 +1,341 $3,049
     AGG25,789+1,341$3,049
INVESCO EXCH TRADED FD TR II (PZA) 111,578 -5,521 $2,964
     PZA111,578-5,521$2,964
ISHARES TR (IWM) 20,066 +2,805 $2,873
     IWM20,066+2,805$2,873
APPLE INC 7,728 -834 $2,819
     AAPL7,728-834$2,819
SPDR SER TR (BWZ) 79,970 +7,062 $2,440
     BWZ79,970+7,062$2,440
MCDONALDS CORP 12,467 -9 $2,300
     MCD12,467-9$2,300
CATERPILLAR INC DEL 17,600 UNCH $2,226
     CAT17,600UNCH$2,226
PROCTER AND GAMBLE CO 17,796 -48 $2,128
     PG17,796-48$2,128
VANECK VECTORS ETF TR (HYEM) 94,370 -7,360 $2,103
     HYEM94,370-7,360$2,103
SPDR SER TR (HYMB) 37,199 -818 $2,097
     HYMB37,199-818$2,097
INVESCO EXCH TRADED FD TR II (PWZ) 73,900 -493 $2,017
     PWZ73,900-493$2,017
SCHWAB STRATEGIC TR 27,426 +48 $2,015
     SCHB27,426+48$2,015
3M CO 12,417 -103 $1,937
     MMM12,417-103$1,937
VANECK VECTORS ETF TR (EMLC) 62,370 +3,991 $1,917
     EMLC62,370+3,991$1,917
SCHWAB STRATEGIC TR 51,745 +4,806 $1,822
     SCHH51,745+4,806$1,822
MICROSOFT CORP 8,636 -3,503 $1,758
     MSFT8,636-3,503$1,758
ISHARES TR (EMB) 15,244 -715 $1,665
     EMB15,244-715$1,665
ISHARES TR (IWF) 7,759 -60 $1,489
     IWF7,759-60$1,489
INTERNATIONAL BUSINESS MACHS 11,926 +50 $1,440
     IBM11,926+50$1,440
ALPHABET INC 968 -275 $1,373
     GOOGL968-275$1,373
CHEVRON CORP NEW 14,704 -170 $1,312
     CVX14,704-170$1,312
MERCK & CO. INC 16,475 +2 $1,274
     MRK16,475+2$1,274
VANECK VECTORS ETF TR (SHYD) 53,092 -2,707 $1,265
     SHYD53,092-2,707$1,265
ISHARES TR (CMF) 20,085 -1,800 $1,248
     CMF20,085-1,800$1,248
VISA INC 5,761 +4,339 $1,113
     V5,761+4,339$1,113
AT&T INC 33,542 -1,912 $1,014
     T33,542-1,912$1,014
PROSHARES TR (IGHG) 13,876 -4,487 $980
     IGHG13,876-4,487$980
AMAZON COM INC 349 -211 $963
     AMZN349-211$963
FLEXSHARES TR (ASET) 36,817 +1,378 $948
     ASET36,817+1,378$948
CRESTWOOD EQUITY PARTNERS LP 69,100 +69,100 $906
     CEQP69,100+69,100$906
PEPSICO INC 6,654 UNCH $880
     PEP6,654UNCH$880
ISHARES TR (LQD) 6,468 -535 $870
     LQD6,468-535$870
ISHARES TR (IWV) 4,829 -94 $869
     IWV4,829-94$869

See Full List: All Stocks Held By Summit Wealth & Retirement Planning Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

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

Size ($ in 1000's)
At 06/30/2020: $213,173
At 03/31/2020: $187,095

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

Summit Wealth & Retirement Planning Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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