Summit Wealth & Retirement Planning, Inc. Buys ABERDEEN PREIOUS M, VANGUARD WORLD FD, PROSHARES TRUST, Sells VICI Properties Inc, Netflix Inc, Okta Inc

• New Purchases: GLTR, IGHG, CEQP, HYD, VOO, DD, JD, SSD, DOW,
• Added Positions: MGC, V, VGIT, IWD, IWR, IWM, EEM, EFA, AOM, SCHE, MUB, BWZ, AGG, SCHH, IDV, EMLC, SCHF, SCHA, TDTT, AXP, INTC, GOOG, ABBV,
• Reduced Positions: MSFT, SCHG, AMZN, GOOGL, SRPT, AAPL, MRNA, DIS, INO, SCHM, SCHD, HYEM, PZA, BRK.B, CMF, LQD, EMB, SHY, VZ, T, PANW, HYMB, SPY, TOT, ETFC, GE, ALK, CRM, SIVB, MYL, VST, HPQ, GH, RAMP, HAL, JPM, FCAU, BMY, WMT, IWV, CVX, USX, DXC, HPE, BE, BPMC,
• Sold Out: VICI, NFLX, OKTA, SPOT, MCA, PCQ, FSK,

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 STRATEGIC T (SCHG) - 218,142 shares, 10.62% of the total portfolio. Shares reduced by 2.84%
2. VANGUARD BD IDX FD (BIV) - 207,260 shares, 9.26% of the total portfolio. Shares added by 0.19%
3. SCHWAB STRATEGIC T (SCHV) - 194,324 shares, 4.67% of the total portfolio. Shares reduced by 0.88%
4. Vanguard Intermediate-Term Government Bond ETF (VGIT) - 125,414 shares, 4.24% of the total portfolio. Shares added by 6.63%
5. SCHWAB STRATEGIC T (SCHF) - 259,635 shares, 3.70% of the total portfolio. Shares added by 1.23%

Summit Wealth & Retirement Planning, Inc. initiated holding in ABERDEEN PREIOUS M. The purchase prices were between $74.44 and $83.53, with an estimated average price of $79.83. The stock is now traded at around $101.80. The impact to a portfolio due to this purchase was 2.91%. The holding were 72,615 shares as of .

Summit Wealth & Retirement Planning, Inc. initiated holding in PROSHARES TRUST. The purchase prices were between $63.2 and $71.69, with an estimated average price of $68.62. The stock is now traded at around $72.40. The impact to a portfolio due to this purchase was 0.47%. The holding were 13,876 shares as of .

Summit Wealth & Retirement Planning, Inc. initiated holding in Crestwood Equity Partners LP. The purchase prices were between $4 and $18.88, with an estimated average price of $11.23. The stock is now traded at around $14.30. The impact to a portfolio due to this purchase was 0.43%. The holding were 69,100 shares as of .

Summit Wealth & Retirement Planning, Inc. initiated holding in VanEck Vectors High Yield Municipal Index. The purchase prices were between $50.06 and $58.9, with an estimated average price of $55.71. The stock is now traded at around $60.45. The impact to a portfolio due to this purchase was 0.36%. The holding were 12,525 shares as of .

Summit Wealth & Retirement Planning, Inc. initiated holding in VANGUARD INDEX FDS. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $311.16. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,712 shares as of .

Summit Wealth & Retirement Planning, Inc. initiated holding in DuPont de Nemours Inc. The purchase prices were between $31.87 and $57.04, with an estimated average price of $46.28. The stock is now traded at around $57.00. The impact to a portfolio due to this purchase was 0.13%. The holding were 5,051 shares as of .

Summit Wealth & Retirement Planning, Inc. added to a holding in VANGUARD WORLD FD by 64.12%. The purchase prices were between $87.02 and $113.73, with an estimated average price of $103.2. The stock is now traded at around $120.55. The impact to a portfolio due to this purchase was 0.95%. The holding were 46,109 shares as of .

Summit Wealth & Retirement Planning, Inc. added to a holding in Visa Inc by 305.13%. The purchase prices were between $151.85 and $200.48, with an estimated average price of $182.35. The stock is now traded at around $199.01. The impact to a portfolio due to this purchase was 0.4%. The holding were 5,761 shares as of .

Summit Wealth & Retirement Planning, Inc. added to a holding in ISHARES TRUST by 27.57%. The purchase prices were between $20.96 and $27.63, with an estimated average price of $23.79. The stock is now traded at around $26.56. The impact to a portfolio due to this purchase was 0.06%. The holding were 23,246 shares as of .

Summit Wealth & Retirement Planning, Inc. sold out a holding in VICI Properties Inc. The sale prices were between $13.78 and $22.99, with an estimated average price of $18.28.

Summit Wealth & Retirement Planning, Inc. sold out a holding in Netflix Inc. The sale prices were between $361.76 and $468.04, with an estimated average price of $424.08.

Summit Wealth & Retirement Planning, Inc. sold out a holding in Okta Inc. The sale prices were between $115.99 and $204.78, with an estimated average price of $168.81.

Summit Wealth & Retirement Planning, Inc. sold out a holding in Spotify Technology SA. The sale prices were between $121.44 and $267.47, with an estimated average price of $170.37.

Summit Wealth & Retirement Planning, Inc. sold out a holding in BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC.. The sale prices were between $12.63 and $13.99, with an estimated average price of $13.4.

Summit Wealth & Retirement Planning, Inc. sold out a holding in PIMCO California Municipal Income Fund. The sale prices were between $14.8 and $17, with an estimated average price of $15.92.