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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SM CP VAL ETF | 51 | $1,042,658 | 5,434 | 0.00 | 0.00 | 1,389 | 34.34 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 52 | $1,032,769 | 1,143 | 0.00 | 0.00 | -107 | -8.56 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 53 | $1,015,422 | 6,669 | 0.00 | 0.00 | 60 | 0.91 | 03-31-2024 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 54 | $854,056 | 11,327 | 0.00 | 0.00 | -405 | -3.45 | 03-31-2024 |
