SUMMIT WEALTH & RETIREMENT PLANNING, INC.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
San Ramon, CA
CIK
0001766995
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 68 313,280 SCHV, SCHG, MGC, SCHF 13F-HR 11/1/2024 000176699524000008
Q2 2024 64 293,699 SCHG, SCHV, MGC, SCHF 13F-HR 8/6/2024 000176699524000005
Q1 2024 63 280,486 SCHV, SCHG, MGC, SCHF 13F-HR 5/9/2024 000176699524000004
Q4 2023 54 236,685 SCHV, SCHG, MGC, SCHF 13F-HR 2/1/2024 000176699524000002
Q3 2023 57 248,603 SCHV, SCHG, MGC, SCHF 13F-HR 10/25/2023 000176699523000010
Q2 2023 59 254,229 SCHG, SCHV, MGC, BIV 13F-HR 7/26/2023 000176699523000008
Q1 2023 104 267,429 SCHV, MGC, SCHG, BIV 13F-HR 5/11/2023 000176699523000006
Q4 2022 103 245,942 SCHV, MGC, BIV, SCHG RESTATEMENT 2/13/2023 000176699523000004
Q3 2022 107 251,259 SCHG, MGC, BIV, SCHV 13F-HR 11/14/2022 000176699522000008
Q2 2022 112 260,525 SCHG, MGC, BIV, SCHV 13F-HR 8/2/2022 000176699522000006
Q1 2022 102 283,085 SCHG, MGC, BIV, SCHV 13F-HR 5/12/2022 000176699522000004
Q4 2021 90 292,534 SCHG, MGC, BIV, SCHV 13F-HR 2/3/2022 000176699522000002
Q3 2021 86 273,215 SCHG, MGC, BIV, SCHV 13F-HR 11/12/2021 000176699521000008
Q2 2021 78 270,295 SCHG, MGC, BIV, SCHV 13F-HR 8/13/2021 000176699521000006
Q1 2021 99 269,070 SCHG, MGC, BIV, SCHV 13F-HR 5/10/2021 000176699521000004
Q4 2020 111 263,633 SCHG, MGC, BIV, SCHV 13F-HR 2/9/2021 000176699521000002
Q3 2020 104 232,903 SCHG, BIV, MGC, MUB 13F-HR 11/10/2020 000176699520000008
Q2 2020 110 213,173 SCHG, BIV, SCHV, VGIT 13F-HR 8/13/2020 000176699520000006
Q1 2020 112 187,095 BIV, SCHG, SCHV, VGIT 13F-HR 5/11/2020 000176699520000004
Q4 2019 124 224,570 SCHG, BIV, SCHV, SCHF 13F-HR 2/10/2020 000176699520000002
Q3 2019 118 165,498 SCHG, SCHV, SCHF, SCHM 13F-HR 11/12/2019 000176699519000006
Q2 2019 131 170,974 SCHG, SCHV, SCHF, SCHM 13F-HR 8/6/2019 000176699519000004
Q1 2019 130 168,367 SCHG, SCHV, SCHF, SCHM 13F-HR 5/8/2019 000176699519000003
Q4 2018 105 131,873 SCHG, SCHV, SCHF, SCHM 13F-HR 2/8/2019 000101524719000002
Additional filings from Summit Wealth & Retirement Planning, Inc. that have since been restated