Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT WEALTH & RETIREMENT PLANNING INC | 02-01-2024 | 12-31-2023 | 54 | 236,685,928 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 101 | $464,082 | 3,167 | 0.00 | 0.00 | 37 | 1.18 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 102 | $456,120 | 4,086 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 103 | $395,255 | 1,699 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PALO ALTO NETWORKS INC | COM | 104 | $385,408 | 1,307 | 0.00 | 0.00 | -39 | -2.90 | 12-31-2023 |
