Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT WEALTH & RETIREMENT PLANNING INC | 05-09-2024 | 03-31-2024 | 63 | 280,486,278 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 1 | $38,411,118 | 505,542 | 0.01 | 0.01 | 24,859 | 5.17 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $37,032,150 | 399,398 | 0.01 | 0.01 | 18,340 | 4.81 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 3 | $34,459,202 | 184,402 | 0.01 | 0.01 | 4,185 | 2.32 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 4 | $20,816,892 | 533,493 | 0.01 | 0.01 | 24,354 | 4.78 | 03-31-2024 |
