Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 12.5% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 11.7% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 8.3% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.5% |
ISHARES TR | 20 | Q3 2023 | 4.6% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.3% |
ISHARES TR | 20 | Q3 2023 | 4.7% |
ISHARES TR | 20 | Q3 2023 | 3.2% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 1.9% |
ISHARES TR | 20 | Q3 2023 | 2.1% |
View SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-09 |
13F-HR | 2024-02-01 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-26 |
13F-HR | 2023-05-11 |
13F-HR/A | 2023-02-13 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-02 |
13F-HR | 2022-05-12 |
View SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.