SUMMIT WEALTH & RETIREMENT PLANNING, INC.

Q4 2020 13F Holdings

Location
Danville, CA
Holdings as of
12/31/2020
Value
$264M
Num holdings
111
Date filed
2/9/2021
Form type
13F-HR
Prev filing
11/10/2020
Next filing
5/10/2021
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type