SUMMIT WEALTH & RETIREMENT PLANNING, INC. Current Portfolio, 13F Holdings (2025-05-06)

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	SUMMIT WEALTH & RETIREMENT PLANNING, INC. 13F
	SUMMIT WEALTH & RETIREMENT PLANNING, INC.

	Last update 2025-05-06	78 Stocks (6 new)
	Value $326.00 Mil	Turnover 4 %
	Countries: Top Holdings: SCHV(13.34%)MGC(13.24%)SCHG(11.89%)SCHF(7.57%)GLTR(5.90%) SEC Filings Portfolio Report

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