- New Purchases: SHYG, TSLA, QCOM, NKE,
- Added Positions: MGC, MUB, BIV, EMB, VGIT, EMLC, PZA, SCHV, VOO, SCHF, AGG, CMF, AAPL, AOM, BWZ, SCHE, IGHG, HYMB, SHY, INTC,
- Reduced Positions: IWR, MRNA, SCHG, IWF, MYL, IWM, JPM, IWD, WMT, GOOGL, VZ, HAL, VST, IWV, MMM, GH, LQD, CEQP, EEM, INO, MSFT, V, GE, FCAU, PANW, PG, AMZN, CMCSA, CVX, RAMP, BE, ALK, AXP, SRPT, SIVB, CRM, GOOG, IDV, BPMC,
- Sold Out: SCHM, TDTT, SCHH, ETFC, SRE, BRK.B, SPY, TOT, JD, USX, DXC, VET,
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
These are the top 5 holdings of SUMMIT WEALTH & RETIREMENT PLANNING, INC.- SCHWAB STRATEGIC T (SCHG) - 214,084 shares, 11.11% of the total portfolio. Shares reduced by 1.86%
- VANGUARD BD IDX FD (BIV) - 216,925 shares, 9.14% of the total portfolio. Shares added by 4.66%
- VANGUARD WORLD FD (MGC) - 165,530 shares, 8.94% of the total portfolio. Shares added by 259.00%
- ISHARES TRUST (MUB) - 91,596 shares, 4.79% of the total portfolio. Shares added by 47.68%
- SCHWAB STRATEGIC T (SCHV) - 198,056 shares, 4.66% of the total portfolio. Shares added by 1.92%
Summit Wealth & Retirement Planning, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $42.81 and $44.47, with an estimated average price of $43.94. The stock is now traded at around $44.79. The impact to a portfolio due to this purchase was 0.39%. The holding were 19,664 shares as of .
New Purchase: Tesla Inc (TSLA)Summit Wealth & Retirement Planning, Inc. initiated holding in Tesla Inc. The purchase prices were between $223.93 and $498.32, with an estimated average price of $353.47. The stock is now traded at around $410.36. The impact to a portfolio due to this purchase was 0.12%. The holding were 604 shares as of .
New Purchase: Nike Inc (NKE)Summit Wealth & Retirement Planning, Inc. initiated holding in Nike Inc. The purchase prices were between $95.65 and $127.11, with an estimated average price of $107.3. The stock is now traded at around $127.71. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,706 shares as of .
New Purchase: Qualcomm Inc (QCOM)Summit Wealth & Retirement Planning, Inc. initiated holding in Qualcomm Inc. The purchase prices were between $88.89 and $123.18, with an estimated average price of $106.72. The stock is now traded at around $140.11. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,957 shares as of .
Added: VANGUARD WORLD FD (MGC)Summit Wealth & Retirement Planning, Inc. added to a holding in VANGUARD WORLD FD by 259.00%. The purchase prices were between $110.14 and $128.14, with an estimated average price of $117.95. The stock is now traded at around $125.57. The impact to a portfolio due to this purchase was 6.45%. The holding were 165,530 shares as of .
Added: ISHARES TRUST (MUB)Summit Wealth & Retirement Planning, Inc. added to a holding in ISHARES TRUST by 47.68%. The purchase prices were between $115.26 and $117.22, with an estimated average price of $116.18. The stock is now traded at around $115.87. The impact to a portfolio due to this purchase was 1.55%. The holding were 91,596 shares as of .
Added: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)Summit Wealth & Retirement Planning, Inc. added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 34.82%. The purchase prices were between $107.76 and $113.69, with an estimated average price of $111.2. The stock is now traded at around $113.18. The impact to a portfolio due to this purchase was 0.27%. The holding were 20,552 shares as of .
Added: VANGUARD INDEX FDS (VOO)Summit Wealth & Retirement Planning, Inc. added to a holding in VANGUARD INDEX FDS by 39.37%. The purchase prices were between $285.37 and $328.74, with an estimated average price of $304.53. The stock is now traded at around $325.34. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,386 shares as of .
Sold Out: SCHWAB STRATEGIC T (SCHM)Summit Wealth & Retirement Planning, Inc. sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $51.99 and $58.83, with an estimated average price of $55.55.
Sold Out: FLEXSHARES TRUST (TDTT)Summit Wealth & Retirement Planning, Inc. sold out a holding in FLEXSHARES TRUST. The sale prices were between $25.27 and $25.93, with an estimated average price of $25.67.
Sold Out: SCHWAB STRATEGIC T (SCHH)Summit Wealth & Retirement Planning, Inc. sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $33.98 and $37.45, with an estimated average price of $36.
Sold Out: E*TRADE Financial Corp (ETFC)Summit Wealth & Retirement Planning, Inc. sold out a holding in E*TRADE Financial Corp. The sale prices were between $48.02 and $55.09, with an estimated average price of $52.16.
Sold Out: Sempra Energy (SRE)Summit Wealth & Retirement Planning, Inc. sold out a holding in Sempra Energy. The sale prices were between $114.5 and $134.66, with an estimated average price of $123.04.
Sold Out: Berkshire Hathaway Inc (BRK.B)Summit Wealth & Retirement Planning, Inc. sold out a holding in Berkshire Hathaway Inc. The sale prices were between $177.99 and $221.68, with an estimated average price of $204.37.
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