Summit Wealth & Retirement Planning, Inc. Buys Vanguard Intermediate-Term Bond ETF, Vanguard Intermediate-Term Government Bond ETF, Schwab Emerging Markets Equity ETF, Sells Vodafone Group PLC, Royal Dutch Shell PLC, Celgene Corp

• New Purchases: BIV, VGIT, AOM, BWZ, PANW, OKTA, NFLX, GH, MAR, BAC, CRH, AMP,
• Added Positions: SCHE, AGG, MUB, EMB, HYMB, BMY, SCHV, SCHA, LQD, EMLC, SCHM, VICI, SRPT, SCHD, SHYG, AAPL, SYLD, IDV, SHY, CMF, JPM, MYL, HYG, TSN, EFA, XOM,
• Reduced Positions: RDS.A, CI, BRK.B, SCHF, TOT, VET, LVS, MSFT, GOOGL, XLU, DIS, USX, JNJ, SPY, VST, HYEM, VZ, IWD, IWV, IWF, MMM, SIVB, WMT, CRM, HAL, ETFC, AMZN, DD, DOW, GE, BE, GOOG,
• Sold Out: VOD, CELG, NGG, KO, GME, VHC,

For the details of SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/summit+wealth+%26+retirement+planning%2C+inc./current-portfolio/portfolio

1. Schwab U.S. Large-Cap Growth ETF (SCHG) - 232,469 shares, 10.26% of the total portfolio. Shares reduced by 0.08%
2. Vanguard Intermediate-Term Bond ETF (BIV) - 198,362 shares, 8.22% of the total portfolio. New Position
3. Schwab U.S. Large-Cap Value ETF (SCHV) - 233,659 shares, 6.67% of the total portfolio. Shares added by 2.35%
4. Schwab International Equity ETF (SCHF) - 366,455 shares, 5.85% of the total portfolio. Shares reduced by 2.09%
5. Schwab U.S. Mid-Cap ETF (SCHM) - 167,080 shares, 4.77% of the total portfolio. Shares added by 1.39%

Summit Wealth & Retirement Planning, Inc. initiated holding in Vanguard Intermediate-Term Bond ETF. The purchase prices were between $86.2 and $87.93, with an estimated average price of $86.98. The stock is now traded at around $89.07. The impact to a portfolio due to this purchase was 8.22%. The holding were 198,362 shares as of .

Summit Wealth & Retirement Planning, Inc. initiated holding in Vanguard Intermediate-Term Government Bond ETF. The purchase prices were between $65.75 and $67.26, with an estimated average price of $66.31. The stock is now traded at around $67.07. The impact to a portfolio due to this purchase was 3.55%. The holding were 113,295 shares as of .

Summit Wealth & Retirement Planning, Inc. initiated holding in iShares Core Moderate Allocation ETF. The purchase prices were between $38.41 and $40.15, with an estimated average price of $39.34. The stock is now traded at around $40.81. The impact to a portfolio due to this purchase was 3.03%. The holding were 158,937 shares as of .

Summit Wealth & Retirement Planning, Inc. initiated holding in SPDR Barclays Short Term International Treasury Bo. The purchase prices were between $30.3 and $30.86, with an estimated average price of $30.5. The stock is now traded at around $30.25. The impact to a portfolio due to this purchase was 1.07%. The holding were 72,678 shares as of .

Summit Wealth & Retirement Planning, Inc. initiated holding in Palo Alto Networks Inc. The purchase prices were between $205.41 and $250.28, with an estimated average price of $227.25. The stock is now traded at around $247.52. The impact to a portfolio due to this purchase was 0.39%. The holding were 3,569 shares as of .

Summit Wealth & Retirement Planning, Inc. initiated holding in Okta Inc. The purchase prices were between $98.56 and $130.32, with an estimated average price of $115.59. The stock is now traded at around $135.76. The impact to a portfolio due to this purchase was 0.35%. The holding were 6,335 shares as of .

Summit Wealth & Retirement Planning, Inc. added to a holding in Schwab Emerging Markets Equity ETF by 2465.09%. The purchase prices were between $24.83 and $27.51, with an estimated average price of $26.39. The stock is now traded at around $26.52. The impact to a portfolio due to this purchase was 3.41%. The holding were 272,772 shares as of .

Summit Wealth & Retirement Planning, Inc. added to a holding in iShares Core U.S. Aggregate Bond ETF by 798.97%. The purchase prices were between $111.14 and $112.89, with an estimated average price of $112.02. The stock is now traded at around $114.35. The impact to a portfolio due to this purchase was 1.24%. The holding were 26,106 shares as of .

Summit Wealth & Retirement Planning, Inc. added to a holding in iShares National Muni Bond ETF by 58.91%. The purchase prices were between $113.18 and $114.61, with an estimated average price of $113.91. The stock is now traded at around $115.56. The impact to a portfolio due to this purchase was 1.15%. The holding were 57,499 shares as of .

Summit Wealth & Retirement Planning, Inc. added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 106.42%. The purchase prices were between $110.44 and $114.33, with an estimated average price of $111.8. The stock is now traded at around $115.74. The impact to a portfolio due to this purchase was 0.87%. The holding were 31,153 shares as of .

Summit Wealth & Retirement Planning, Inc. added to a holding in SPDR® Nuveen Bloomberg Barclays High Yield Munici by 68.86%. The purchase prices were between $58.11 and $58.82, with an estimated average price of $58.49. The stock is now traded at around $60.32. The impact to a portfolio due to this purchase was 0.41%. The holding were 35,541 shares as of .

Summit Wealth & Retirement Planning, Inc. added to a holding in Bristol-Myers Squibb Company by 99.78%. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $66.91. The impact to a portfolio due to this purchase was 0.19%. The holding were 12,816 shares as of .

Summit Wealth & Retirement Planning, Inc. sold out a holding in Vodafone Group PLC. The sale prices were between $18.79 and $21.25, with an estimated average price of $19.93.

Summit Wealth & Retirement Planning, Inc. sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Summit Wealth & Retirement Planning, Inc. sold out a holding in National Grid PLC. The sale prices were between $52.91 and $62.92, with an estimated average price of $58.24.

Summit Wealth & Retirement Planning, Inc. sold out a holding in Coca-Cola Co. The sale prices were between $51.71 and $55.35, with an estimated average price of $53.77.

Summit Wealth & Retirement Planning, Inc. sold out a holding in GameStop Corp. The sale prices were between $4.99 and $6.68, with an estimated average price of $5.87.

Summit Wealth & Retirement Planning, Inc. sold out a holding in VirnetX Holding Corp. The sale prices were between $3.4 and $6.42, with an estimated average price of $4.98.