SUMMIT WEALTH & RETIREMENT PLANNING, INC. holdings history

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273 is the total number of securities SUMMIT WEALTH & RETIREMENT PLANNING, INC. has owned. The longest SUMMIT WEALTH & RETIREMENT PLANNING, INC. has owned a single stock is 20 quarters.

SUMMIT WEALTH & RETIREMENT PLANNING, INC. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHG SCHWAB STRATEGIC TR20208.10%10.66%12.46%Q4 2018Q3 202320
SCHV SCHWAB STRATEGIC TR20204.44%7.07%11.73%Q4 2018Q3 202320
SCHF SCHWAB STRATEGIC TR20203.54%5.32%8.30%Q4 2018Q3 202320
SCHA SCHWAB STRATEGIC TR20202.22%3.28%4.48%Q4 2018Q3 202320
MUB ISHARES TR20202.02%3.14%4.63%Q4 2018Q3 202320
SCHE SCHWAB STRATEGIC TR20200.16%2.44%4.32%Q4 2018Q3 202320
IWD ISHARES TR20200.40%2.22%4.70%Q4 2018Q3 202320
EFA ISHARES TR20200.23%2.00%3.18%Q4 2018Q3 202320
SCHB SCHWAB STRATEGIC TR20200.88%1.38%1.91%Q4 2018Q3 202320
IWM ISHARES TR20200.20%1.26%2.12%Q4 2018Q3 202320
IWF ISHARES TR20200.47%0.89%1.55%Q4 2018Q3 202320
MSFT MICROSOFT CORP20200.66%0.82%1.12%Q4 2018Q3 202320
GOOGL ALPHABET INC20200.34%0.62%0.99%Q4 2018Q3 202320
CMF ISHARES TR20200.28%0.56%0.82%Q4 2018Q3 202320
JPM JPMORGAN CHASE & CO20200.11%0.48%1.36%Q4 2018Q3 202320
SCHD SCHWAB STRATEGIC TR20200.26%0.44%0.70%Q4 2018Q3 202320
LQD ISHARES TR20200.13%0.34%0.65%Q4 2018Q3 202320
GOOG ALPHABET INC20200.09%0.19%0.35%Q4 2018Q3 202320
GLTR ABRDN PRECIOUS METALS ...19191.40%3.16%4.49%Q1 2019Q3 202319
AAPL APPLE INC19190.94%1.25%1.61%Q1 2019Q3 202319
AMZN AMAZON COM INC19190.13%0.45%0.76%Q1 2019Q3 202319
AGG ISHARES TR18180.18%1.36%1.71%Q2 2019Q3 202318
HYEM VANECK VECTORS ETF TRUST18180.36%0.78%1.41%Q4 2018Q1 202318
EMB ISHARES TR18180.14%0.73%1.59%Q4 2018Q1 202318
PG PROCTER & GAMBLE CO990.07%0.63%1.40%Q4 2018Q3 202318
IGHG PROSHARES TR18180.20%0.49%1.14%Q4 2018Q1 202318
HYD VANECK VECTORS ETF TR18180.08%0.34%0.68%Q4 2018Q1 202318
PZA INVESCO EXCH TRADED FD...1610.46%1.42%2.02%Q4 2018Q1 202317
SRPT SAREPTA THERAPEUTICS INC1070.08%0.31%0.86%Q4 2018Q1 202317
BPMC BLUEPRINT MEDICINES CORP17170.11%0.27%0.54%Q4 2018Q4 202217
BIV VANGUARD BD INDEX FDS16166.77%8.16%9.88%Q4 2019Q3 202316
VGIT VANGUARD SCOTTSDALE FDS16161.21%2.17%4.44%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF TR970.13%0.98%2.62%Q4 2018Q3 202316
HYMB SPDR SER TR16160.64%0.85%1.11%Q4 2018Q3 202216
SHYG ISHARES TR1150.16%0.78%1.36%Q4 2018Q1 202316
SHYD VANECK VECTORS ETF TRUST16160.53%0.67%1.06%Q4 2018Q3 202216
EMLC VANECK VECTORS ETF TR16160.10%0.55%0.99%Q2 2019Q1 202316
CVX CHEVRON CORP NEW970.09%0.52%1.30%Q4 2018Q3 202316
PANW PALO ALTO NETWORKS INC16160.13%0.32%0.46%Q4 2019Q3 202316
CSX CSX CORP16160.08%0.13%0.17%Q4 2018Q3 202216
MGC VANGUARD WORLD FD15151.37%8.99%11.70%Q1 2020Q3 202315
EEM ISHARES TR15151.36%1.60%1.76%Q1 2020Q3 202315
PWZ INVESCO EXCH TRADED FD...15150.59%1.04%1.44%Q1 2019Q3 202215
DIS DISNEY WALT CO960.10%0.34%0.86%Q4 2018Q3 202315
V VISA INC15150.12%0.32%0.52%Q1 2020Q3 202315
CRM SALESFORCE INC15150.14%0.28%0.40%Q3 2019Q1 202315
CPRT COPART INC870.15%0.23%0.36%Q1 2019Q3 202315
BMY BRISTOL-MYERS SQUIBB CO15150.08%0.22%0.38%Q4 2018Q2 202215
VST VISTRA ENERGY CORP15150.06%0.18%0.58%Q2 2019Q4 202215
SHY ISHARES TR14140.13%0.43%3.99%Q2 2019Q3 202214
IWR ISHARES TR14140.08%0.40%1.66%Q4 2018Q1 202214
MRK MERCK & CO. INC910.08%0.55%0.96%Q4 2018Q3 202313
HYGV FLEXSHARES TR13130.14%0.30%0.54%Q1 2020Q1 202313
BRKB BERKSHIRE HATHAWAY INC...660.11%0.30%0.66%Q1 2019Q3 202312
WMT WALMART INC1110.09%0.14%0.22%Q4 2018Q1 202312
BWZ SPDR SER TR11110.96%1.13%1.30%Q4 2019Q2 202211
SKOR FLEXSHARES TR11110.09%0.27%0.40%Q3 2020Q1 202311
GH GUARDANT HEALTH INC1010.09%0.24%0.36%Q4 2019Q3 202211
ABBV ABBVIE INC920.08%0.18%0.25%Q4 2018Q4 202111
VYM VANGUARD WHITEHALL FDS...520.10%0.15%0.23%Q4 2018Q3 202311
AOM ISHARES TR10100.54%2.53%3.46%Q4 2019Q1 202210
ANGL VANECK VECTORS ETF TR10100.09%0.67%0.91%Q4 2020Q1 202310
GE GENERAL ELECTRIC CO10100.25%0.49%0.68%Q4 2018Q1 202110
RDSA ROYAL DUTCH SHELL PLC10100.09%0.43%1.04%Q4 2018Q1 202110
IWV ISHARES TR10100.22%0.43%0.60%Q4 2018Q1 202110
STT STATE STR CORP10100.24%0.32%0.46%Q4 2018Q1 202110
PFSI PENNYMAC FINL SVCS INC...10100.17%0.31%0.44%Q4 2020Q1 202310
HPQ HP INC10100.20%0.27%0.40%Q4 2018Q1 202110
DEO DIAGEO PLC10100.17%0.26%0.48%Q4 2018Q1 202110
WM WASTE MGMT INC DEL10100.20%0.24%0.30%Q4 2018Q1 202110
A AGILENT TECHNOLOGIES INC10100.17%0.20%0.23%Q4 2018Q1 202110
CMCSA COMCAST CORP NEW10100.18%0.20%0.25%Q4 2018Q1 202110
HPE HEWLETT PACKARD ENTERP...10100.10%0.17%0.26%Q4 2018Q1 202110
MCD MCDONALDS CORP991.01%1.31%1.71%Q4 2018Q4 20209
CAT CATERPILLAR INC DEL991.04%1.28%1.70%Q4 2018Q4 20209
MMM 3M CO990.80%1.18%1.91%Q4 2018Q4 20209
IBM INTERNATIONAL BUSINESS...990.59%0.85%1.35%Q4 2018Q4 20209
T AT&T INC990.33%0.59%0.77%Q4 2018Q4 20209
PEP PEPSICO INC990.37%0.47%0.61%Q4 2018Q4 20209
INTC INTEL CORP990.28%0.40%0.51%Q4 2018Q4 20209
VZ VERIZON COMMUNICATIONS...990.20%0.40%0.59%Q4 2018Q4 20209
EA ELECTRONIC ARTS INC990.11%0.35%0.59%Q1 2021Q1 20239
AXP AMERICAN EXPRESS CO990.27%0.33%0.43%Q1 2019Q1 20219
IR INGERSOLL RAND INC990.18%0.32%0.46%Q1 2021Q1 20239
YUM YUM BRANDS INC990.22%0.31%0.42%Q4 2018Q4 20209
TMUS T-MOBILE US INC990.12%0.28%0.44%Q1 2021Q1 20239
TSN TYSON FOODS INC990.15%0.22%0.31%Q4 2018Q4 20209
TSLA TESLA INC630.08%0.22%0.35%Q3 2020Q3 20239
AMD ADVANCED MICRO DEVICES...990.08%0.21%0.40%Q2 2021Q2 20239
MO ALTRIA GROUP INC990.11%0.21%0.42%Q4 2018Q4 20209
MRNA MODERNA INC630.09%0.20%0.31%Q1 2020Q1 20239
SYY SYSCO CORP990.13%0.19%0.26%Q4 2018Q4 20209
KMI KINDER MORGAN INC DEL990.08%0.18%0.33%Q1 2021Q1 20239
JNJ JOHNSON & JOHNSON540.08%0.12%0.19%Q4 2018Q1 20239
CODX CO-DIAGNOSTICS INC990.01%0.07%0.13%Q4 2020Q4 20229
RPAR TIDAL ETF TR882.27%2.82%3.18%Q3 2020Q2 20228
SIVB SVB FINL GROUP880.27%0.36%0.43%Q1 2019Q4 20208
ADM ARCHER DANIELS MIDLAND CO880.25%0.28%0.34%Q1 2019Q4 20208
IDV ISHARES TR880.22%0.28%0.33%Q4 2018Q3 20208
ALK ALASKA AIR GROUP INC440.23%0.28%0.33%Q1 2020Q3 20228
FCAU FIAT CHRYSLER AUTOMOBI...880.14%0.23%0.40%Q4 2018Q3 20208
ABT ABBOTT LABS880.18%0.20%0.23%Q1 2019Q4 20208
BE BLOOM ENERGY CORP880.07%0.19%0.36%Q1 2019Q4 20208
RAMP LIVERAMP HLDGS INC880.07%0.17%0.24%Q3 2019Q2 20218
DRE DUKE REALTY CORP880.13%0.17%0.25%Q4 2020Q3 20228
VBR VANGUARD INDEX FDS880.07%0.16%0.26%Q4 2021Q3 20238
YUMC YUM CHINA HLDGS INC880.11%0.13%0.14%Q1 2019Q4 20208
SCHM SCHWAB STRATEGIC TR773.23%4.77%5.89%Q4 2018Q2 20207
VTEB VANGUARD MUN BD FDS770.99%2.08%2.85%Q1 2022Q3 20237
TDTT FLEXSHARES TR771.46%1.78%2.05%Q4 2018Q2 20207
SCHH SCHWAB STRATEGIC TR770.81%1.00%1.32%Q4 2018Q2 20207
FORGEROCK INC770.18%0.55%1.10%Q4 2021Q2 20237
ASET FLEXSHARES TR770.44%0.47%0.52%Q4 2018Q2 20207
SRE SEMPRA ENERGY770.20%0.28%0.36%Q4 2018Q2 20207
ETFC E TRADE FINANCIAL CORP770.18%0.27%0.39%Q4 2018Q2 20207
DXC DXC TECHNOLOGY CO770.08%0.24%0.44%Q4 2018Q2 20207
SJNK SPDR SER TR520.09%0.22%0.52%Q4 2018Q1 20237
MED MEDIFAST INC770.14%0.22%0.33%Q4 2020Q2 20227
MA MASTERCARD INCORPORATED770.13%0.19%0.22%Q3 2021Q1 20237
CBON VANECK VECTORS ETF TR770.16%0.19%0.23%Q1 2021Q3 20227
VET VERMILION ENERGY INC770.02%0.16%0.33%Q4 2018Q2 20207
USX US XPRESS ENTERPRISES INC770.07%0.15%0.25%Q4 2018Q2 20207
LKOR FLEXSHARES TR770.12%0.14%0.18%Q3 2020Q1 20227
QQQ INVESCO QQQ TR410.08%0.11%0.17%Q1 2019Q3 20237
IJH ISHARES TR610.09%0.10%0.11%Q3 2021Q3 20237
MMMB MAMAMANCINI S HLDGS INC770.02%0.02%0.04%Q3 2021Q1 20237
MBB ISHARES TR662.32%2.80%3.24%Q1 2021Q2 20226
BILL BILL HOLDINGS INC660.46%0.65%0.79%Q2 2022Q3 20236
BSV VANGUARD BD INDEX FDS660.22%0.51%1.45%Q2 2022Q3 20236
MYL MYLAN NV660.19%0.34%0.47%Q2 2019Q3 20206
REGN REGENERON PHARMACEUTICALS660.12%0.34%0.53%Q2 2021Q3 20226
TTE TOTAL S.A.660.12%0.30%0.49%Q1 2019Q2 20206
HD HOME DEPOT INC660.17%0.25%0.37%Q2 2022Q3 20236
FB META PLATFORMS INC410.10%0.22%0.35%Q2 2019Q2 20226
SBUX STARBUCKS CORP660.13%0.19%0.25%Q4 2021Q1 20236
ET ENERGY TRANSFER LP510.09%0.19%0.25%Q1 2019Q1 20236
DD DUPONT DE NEMOURS INC330.12%0.16%0.23%Q2 2019Q4 20206
VCTR VICTORY CAP HLDGS INC660.09%0.16%0.22%Q4 2021Q1 20236
HAL HALLIBURTON CO660.06%0.15%0.26%Q2 2019Q3 20206
WFC WELLS FARGO CO NEW510.08%0.14%0.21%Q4 2018Q4 20206
EMHY ISHARES INC660.11%0.13%0.14%Q4 2021Q1 20236
DOW DOW INC330.09%0.12%0.15%Q2 2019Q4 20206
LITMAN GREGORY FDS TR553.14%4.82%5.97%Q3 2022Q3 20235
SYLD CAMBRIA ETF TR552.07%2.33%2.49%Q4 2018Q4 20195
HYG ISHARES TR550.34%0.60%1.14%Q4 2018Q4 20195
HYGH ISHARES US ETF TR550.40%0.57%0.75%Q4 2018Q4 20195
LVS LAS VEGAS SANDS CORP550.23%0.37%0.44%Q4 2018Q4 20195
IWB ISHARES TR550.13%0.35%0.53%Q4 2018Q4 20195
SPOT SPOTIFY TECHNOLOGY S A550.28%0.34%0.41%Q1 2019Q1 20205
XOM EXXON MOBIL CORP550.17%0.33%0.54%Q4 2018Q4 20195
FRA BLACKROCK FLOATING RAT...550.05%0.24%0.39%Q1 2022Q1 20235
COST COSTCO WHSL CORP NEW550.12%0.20%0.28%Q3 2022Q3 20235
HDV ISHARES TR550.18%0.20%0.22%Q3 2022Q3 20235
XLU SELECT SECTOR SPDR TR550.13%0.20%0.23%Q4 2018Q4 20195
PRU PRUDENTIAL FINL INC550.10%0.19%0.24%Q1 2022Q1 20235
LLY LILLY ELI & CO320.15%0.19%0.22%Q4 2018Q3 20225
DIN DINE BRANDS GLOBAL INC550.13%0.19%0.22%Q4 2018Q4 20195
USB US BANCORP DEL550.11%0.17%0.22%Q4 2018Q4 20195
SDY SPDR SERIES TRUST550.12%0.17%0.23%Q4 2018Q4 20195
INO INOVIO PHARMACEUTICALS...550.06%0.13%0.24%Q1 2020Q1 20215
FANG DIAMONDBACK ENERGY INC550.10%0.12%0.13%Q1 2022Q1 20235
DUTCH BROS INC550.08%0.11%0.16%Q4 2021Q4 20225
LDOS LEIDOS HOLDINGS INC410.08%0.11%0.17%Q3 2021Q4 20225
SSD SIMPSON MFG INC320.09%0.10%0.11%Q2 2020Q3 20235
FSK FS KKR CAPITAL CORP550.05%0.10%0.13%Q1 2019Q1 20205
NKE NIKE INC410.07%0.09%0.09%Q3 2020Q4 20215
GINKGO BIOWORKS HOLDIN...550.01%0.03%0.06%Q3 2021Q3 20225
CI CIGNA CORP NEW440.40%0.66%0.83%Q1 2019Q4 20194
VOD VODAFONE GROUP PLC NEW440.39%0.53%0.66%Q4 2018Q3 20194
CELG CELGENE CORP440.36%0.39%0.43%Q4 2018Q3 20194
CEQP CRESTWOOD EQUITY PARTN...440.26%0.37%0.42%Q2 2020Q1 20214
VOO VANGUARD INDEX FDS440.23%0.32%0.44%Q2 2020Q1 20214
NVDA NVIDIA CORPORATION440.22%0.25%0.31%Q4 2022Q3 20234
IFRA ISHARES TR440.14%0.23%0.28%Q2 2022Q1 20234
KO COCA COLA CO440.15%0.19%0.24%Q4 2018Q3 20194
VEA VANGUARD TAX-MANAGED FDS440.18%0.19%0.20%Q4 2022Q3 20234
PFE PFIZER INC440.13%0.19%0.22%Q2 2022Q1 20234
NTR NUTRIEN LTD440.14%0.16%0.20%Q2 2021Q1 20224
VTRS VIATRIS INC440.12%0.16%0.21%Q4 2020Q3 20214
KWEB KRANESHARES TR310.09%0.16%0.20%Q4 2018Q4 20214
IPAY ETF MANAGERS TR440.09%0.15%0.24%Q4 2021Q3 20224
EL LAUDER ESTEE COS INC440.09%0.15%0.18%Q2 2022Q1 20234
CTLT CATALENT INC440.10%0.14%0.20%Q2 2022Q1 20234
GME GAMESTOP CORP NEW440.06%0.12%0.21%Q4 2018Q3 20194
BAC BK OF AMERICA CORP210.08%0.10%0.12%Q1 2019Q1 20214
EBND SPDR SER TR440.09%0.10%0.10%Q4 2021Q3 20224
ZEN ZENDESK INC310.08%0.09%0.10%Q1 2021Q1 20224
PLTR PALANTIR TECHNOLOGIES INC440.03%0.04%0.05%Q1 2022Q4 20224
KMLM KRANESHARES TR330.51%0.93%1.78%Q1 2023Q3 20233
VICI VICI PPTYS INC330.42%0.52%0.58%Q3 2019Q1 20203
SPAK ETF SER SOLUTIONS330.21%0.32%0.38%Q1 2021Q3 20213
IQ IQIYI INC330.28%0.31%0.36%Q4 2018Q2 20193
MUNI PIMCO ETF TR330.15%0.30%0.47%Q3 2022Q1 20233
CAPL CROSSAMERICA PARTNERS LP330.22%0.30%0.34%Q4 2018Q2 20193
FUTU FUTU HLDGS LTD330.16%0.28%0.37%Q1 2021Q3 20213
ZTO ZTO EXPRESS CAYMAN INC330.25%0.27%0.29%Q4 2018Q2 20193
WDC WESTERN DIGITAL CORP330.23%0.26%0.28%Q4 2018Q2 20193
DIA SPDR DOW JONES INDL AV...330.24%0.26%0.28%Q4 2018Q2 20193
LQDT LIQUIDITY SVCS INC330.14%0.26%0.34%Q3 2022Q1 20233
BABA ALIBABA GROUP HLDG LTD330.16%0.25%0.29%Q1 2021Q3 20213
RE EVEREST RE GROUP LTD330.19%0.23%0.25%Q1 2022Q3 20223
UNIT UNITI GROUP INC330.07%0.18%0.39%Q4 2018Q2 20193
FLR FLUOR CORP NEW330.16%0.18%0.20%Q4 2018Q2 20193
SHLX SHELL MIDSTREAM PARTNE...330.15%0.17%0.19%Q4 2018Q2 20193
FMB FIRST TR EXCH TRADED F...330.16%0.17%0.18%Q1 2022Q3 20223
COP CONOCOPHILLIPS330.15%0.16%0.18%Q1 2022Q3 20223
PXD PIONEER NAT RES CO330.14%0.15%0.17%Q1 2023Q3 20233
PRIM PRIMORIS SVCS CORP330.10%0.15%0.18%Q1 2021Q3 20213
MDT MEDTRONIC PLC330.10%0.14%0.23%Q3 2021Q1 20223
LEGN LEGEND BIOTECH CORP330.12%0.14%0.15%Q2 2022Q4 20223
STLA STELLANTIS N.V330.08%0.13%0.15%Q1 2021Q3 20213
MAR MARRIOTT INTL INC NEW210.10%0.12%0.14%Q1 2019Q4 20193
CMG CHIPOTLE MEXICAN GRILL...330.10%0.12%0.14%Q1 2023Q3 20233
QCOM QUALCOMM INC330.10%0.11%0.12%Q3 2020Q1 20213
FCAL FIRST TR EXCH TRADED F...330.08%0.10%0.10%Q1 2022Q3 20223
AMP AMERIPRISE FINL INC210.09%0.09%0.10%Q4 2019Q1 20213
CRH CRH PLC210.08%0.09%0.09%Q4 2019Q1 20213
FTCS FIRST TR EXCHANGE-TRAD...330.08%0.09%0.09%Q2 2022Q4 20223
TSM TAIWAN SEMICONDUCTOR M...330.08%0.08%0.09%Q4 2020Q2 20213
VHC VIRNETX HLDG CORP330.05%0.06%0.06%Q1 2019Q3 20193
VMBS VANGUARD SCOTTSDALE FDS220.84%0.93%1.02%Q1 2022Q2 20222
DWDP DOWDUPONT INC220.50%0.57%0.64%Q4 2018Q1 20192
MLN VANECK ETF TRUST220.45%0.50%0.56%Q4 2022Q1 20232
FALN ISHARES TR220.30%0.39%0.48%Q4 2022Q1 20232
OKTA OKTA INC220.33%0.36%0.40%Q4 2019Q1 20202
SRLN SSGA ACTIVE ETF TR220.11%0.35%0.60%Q4 2022Q1 20232
NFLX NETFLIX INC220.30%0.35%0.40%Q4 2019Q1 20202
NGG NATIONAL GRID PLC220.34%0.34%0.34%Q2 2019Q3 20192
BNDX VANGUARD CHARLOTTE FDS220.28%0.29%0.29%Q1 2022Q2 20222
JNK SPDR SERIES TRUST220.24%0.27%0.31%Q4 2018Q1 20192
LRCX LAM RESEARCH CORP220.24%0.24%0.24%Q4 2018Q1 20192
AFT APOLLO SR FLOATING RAT...220.10%0.23%0.35%Q4 2022Q1 20232
CL COLGATE PALMOLIVE CO220.17%0.23%0.28%Q4 2018Q1 20192
MDLZ MONDELEZ INTL INC220.21%0.21%0.22%Q4 2018Q1 20192
MELI MERCADOLIBRE INC220.20%0.21%0.22%Q2 2021Q3 20212
JETS ETF SER SOLUTIONS220.14%0.20%0.27%Q4 2022Q1 20232
HEWJ ISHARES TR220.20%0.20%0.20%Q2 2022Q3 20222
AVGO BROADCOM INC220.15%0.19%0.22%Q4 2022Q1 20232
VO VANGUARD INDEX FDS220.14%0.15%0.15%Q2 2023Q3 20232
CSCO CISCO SYS INC220.14%0.14%0.14%Q1 2019Q2 20192
TLT ISHARES TR220.13%0.14%0.14%Q4 2022Q1 20232
PLD PROLOGIS INC.220.10%0.13%0.16%Q4 2022Q1 20232
VB VANGUARD INDEX FDS220.12%0.13%0.13%Q2 2023Q3 20232
VWO VANGUARD INTL EQUITY I...110.11%0.11%0.12%Q3 2021Q2 20222
NOBL PROSHARES TR220.10%0.10%0.11%Q2 2022Q3 20222
CTVA CORTEVA INC220.08%0.08%0.09%Q4 2020Q1 20212
BRSP BRIGHTSPIRE CAPITAL INC220.03%0.03%0.03%Q2 2023Q3 20232
DBP INVESCO DB MULTI-SECTO...110.67%0.67%0.67%Q4 2022Q4 20221
NIO NIO INC110.50%0.50%0.50%Q4 2018Q4 20181
ANTM ANTHEM INC110.31%0.31%0.31%Q1 2019Q1 20191
ANET ARISTA NETWORKS INC110.28%0.28%0.28%Q1 2019Q1 20191
SCHW SCHWAB CHARLES CORP110.17%0.17%0.17%Q1 2023Q1 20231
BMAR INNOVATOR ETFS TR110.17%0.17%0.17%Q1 2020Q1 20201
SUB ISHARES TR110.15%0.15%0.15%Q4 2021Q4 20211
PM PHILIP MORRIS INTL INC110.14%0.14%0.14%Q1 2019Q1 20191
HRB BLOCK H & R INC110.14%0.14%0.14%Q2 2019Q2 20191
VTI VANGUARD INDEX FDS110.13%0.13%0.13%Q4 2022Q4 20221
COHERENT CORP110.13%0.13%0.13%Q1 2023Q1 20231
HON HONEYWELL INTL INC110.13%0.13%0.13%Q1 2019Q1 20191
MCA BLACKROCK MUNIYIELD CA...110.11%0.11%0.11%Q1 2020Q1 20201
ENPH ENPHASE ENERGY INC110.11%0.11%0.11%Q1 2023Q1 20231
PACW PACWEST BANCORP DEL110.11%0.11%0.11%Q1 2023Q1 20231
JD JD.COM INC110.11%0.11%0.11%Q2 2020Q2 20201
PCQ PIMCO CA MUNICIPAL INC...110.10%0.10%0.10%Q1 2020Q1 20201
ECL ECOLAB INC110.10%0.10%0.10%Q1 2021Q1 20211
NOW SERVICENOW INC110.10%0.10%0.10%Q1 2023Q1 20231
SQ SQUARE INC110.10%0.10%0.10%Q4 2020Q4 20201
VXUS VANGUARD STAR FDS110.09%0.09%0.09%Q4 2022Q4 20221
IJS ISHARES TR110.09%0.09%0.09%Q1 2021Q1 20211
AMGN AMGEN INC110.08%0.08%0.08%Q3 2023Q3 20231
CPER UNITED STS COMMODITY I...110.08%0.08%0.08%Q1 2023Q1 20231
VV VANGUARD INDEX FDS110.08%0.08%0.08%Q2 2023Q2 20231
MNKD MANNKIND CORP110.02%0.02%0.02%Q4 2021Q4 20211
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The securities at the top of the list , including SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of SUMMIT WEALTH & RETIREMENT PLANNING, INC..

The conviction is calculated by counting the number of quarters a security has been reported by SUMMIT WEALTH & RETIREMENT PLANNING, INC.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that SUMMIT WEALTH & RETIREMENT PLANNING, INC. owns currently or has owned in the past.