Summit Wealth & Retirement Planning, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF TR | $8.37M | 2.0% |
| ISHARES TR | $9.40M | 2.2% |
| ISHARES TR | $12.52M | 2.9% |
| SCHWAB STRATEGIC TR | $16.34M | 3.8% |
| SCHWAB STRATEGIC TR | $16.53M | 3.9% |
| EA SERIES TRUST | $16.73M | 3.9% |
| LITMAN GREGORY FDS TR | $16.82M | 4.0% |
| ABRDN PRECIOUS METALS BASKET | $28.88M | 6.8% |
| SCHWAB STRATEGIC TR | $35.60M | 8.4% |
| SCHWAB STRATEGIC TR | $49.86M | 11.7% |
| SCHWAB STRATEGIC TR | $50.56M | 11.9% |
| VANGUARD WORLD FD | $53.81M | 12.7% |