HoldingsChannel.com
Summit Wealth & Retirement Planning Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD BD INDEX FDS (BIV) 206,872 +8,510 $18,480
     BIV206,872+8,510$18,480
SCHWAB STRATEGIC TR 224,524 -7,945 $17,883
     SCHG224,524-7,945$17,883
SCHWAB STRATEGIC TR 196,059 -37,600 $8,680
     SCHV196,059-37,600$8,680
VANGUARD SCOTTSDALE FDS (VGIT) 117,619 +4,324 $8,298
     VGIT117,619+4,324$8,298
ISHARES TR (MUB) 60,231 +2,732 $6,807
     MUB60,231+2,732$6,807
SCHWAB STRATEGIC TR 256,481 -109,974 $6,627
     SCHF256,481-109,974$6,627
SCHWAB STRATEGIC TR 143,207 -23,873 $6,038
     SCHM143,207-23,873$6,038
ISHARES TR (AOM) 163,940 +5,003 $6,023
     AOM163,940+5,003$6,023
ABERDEEN STD PRECIOUS METALS 71,023 -6,924 $5,334
     GLTR71,023-6,924$5,334
SCHWAB STRATEGIC TR 80,509 -16,314 $4,148
     SCHA80,509-16,314$4,148
ISHARES TR (EFA) 75,050 +67,752 $4,012
     EFA75,050+67,752$4,012
SCHWAB STRATEGIC TR 192,761 -80,011 $3,988
     SCHE192,761-80,011$3,988
ISHARES TR (IWD) 33,951 +27,458 $3,367
     IWD33,951+27,458$3,367
FLEXSHARES TR (TDTT) 129,624 -3,407 $3,187
     TDTT129,624-3,407$3,187
INVESCO EXCHANGE TRADED FD T (PZA) 117,099 -10,159 $3,021
     PZA117,099-10,159$3,021
ISHARES TR (AGG) 24,448 -1,658 $2,821
     AGG24,448-1,658$2,821
VANGUARD WORLD FD (MGC) 28,094 +28,094 $2,555
     MGC28,094+28,094$2,555
ISHARES TR (EEM) 74,419 +74,419 $2,540
     EEM74,419+74,419$2,540
ISHARES TR (IWR) 57,391 +45,660 $2,478
     IWR57,391+45,660$2,478
APPLE INC 8,562 -318 $2,177
     AAPL8,562-318$2,177
SPDR SER TR (BWZ) 72,908 +230 $2,162
     BWZ72,908+230$2,162
SPDR SER TR (HYMB) 38,017 +2,476 $2,080
     HYMB38,017+2,476$2,080
MCDONALDS CORP 12,476 -92 $2,063
     MCD12,476-92$2,063
CATERPILLAR INC DEL 17,600 UNCH $2,042
     CAT17,600UNCH$2,042
VANECK VECTORS ETF TR (HYEM) 101,730 +2,995 $2,031
     HYEM101,730+2,995$2,031
INVESCO EXCHANGE TRADED FD T (PWZ) 74,393 -4,689 $2,006
     PWZ74,393-4,689$2,006
ISHARES TR (IWM) 17,261 +14,615 $1,976
     IWM17,261+14,615$1,976
PROCTER & GAMBLE CO 17,844 +227 $1,963
     PG17,844+227$1,963
MICROSOFT CORP 12,139 +995 $1,914
     MSFT12,139+995$1,914
3M CO 12,520 -260 $1,709
     MMM12,520-260$1,709
VANECK VECTORS ETF TR (EMLC) 58,379 +3,250 $1,662
     EMLC58,379+3,250$1,662
SCHWAB STRATEGIC TR 27,378 -78 $1,654
     SCHB27,378-78$1,654
ISHARES TR (EMB) 15,959 -15,194 $1,543
     EMB15,959-15,194$1,543
SCHWAB STRATEGIC TR 46,939 +7,469 $1,537
     SCHH46,939+7,469$1,537
ALPHABET INC 1,243 +139 $1,444
     GOOGL1,243+139$1,444
ISHARES TR (CMF) 21,885 -860 $1,324
     CMF21,885-860$1,324
INTERNATIONAL BUSINESS MACHS 11,876 UNCH $1,317
     IBM11,876UNCH$1,317
MERCK & CO. INC 16,473 +195 $1,267
     MRK16,473+195$1,267
VANECK VECTORS ETF TR (SHYD) 55,799 +1,910 $1,256
     SHYD55,799+1,910$1,256
PROSHARES TR (IGHG) 18,363 -2,880 $1,196
     IGHG18,363-2,880$1,196
ISHARES TR (IWF) 7,819 +1,764 $1,178
     IWF7,819+1,764$1,178
AMAZON COM INC 560 +52 $1,092
     AMZN560+52$1,092
CHEVRON CORP NEW 14,874 +81 $1,078
     CVX14,874+81$1,078
AT&T INC 35,454 +1,927 $1,033
     T35,454+1,927$1,033
SCHWAB STRATEGIC TR 20,003 +24 $900
     SCHD20,003+24$900
ISHARES TR (LQD) 7,003 -195 $865
     LQD7,003-195$865
FLEXSHARES TR (ASET) 35,439 +2,610 $822
     ASET35,439+2,610$822
GENERAL ELECTRIC CO 102,664 -1,697 $815
     GE102,664-1,697$815
PEPSICO INC 6,654 +182 $799
     PEP6,654+182$799
VICI PPTYS INC 47,516 -750 $791
     VICI47,516-750$791

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 03/31/2020: $187,095
At 12/31/2019: $224,570

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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