SUMMIT WEALTH & RETIREMENT PLANNING, INC.

Q1 2022 13F Holdings

Location
Danville, CA
Holdings as of
3/31/2022
Value
$283M
Num holdings
102
Date filed
5/12/2022
Form type
13F-HR
Prev filing
2/3/2022
Next filing
8/2/2022
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type