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  Name: SUMMIT WEALTH & RETIREMENT PLANNING INC.
  City: DANVILLE
  State: CA
  Zip: 94526
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $280,489,000
  Total Value Change : $43,807,000
  Securities Held Change : 9
   
All Securities Held : 63
  New Positions : 14
  Closed Positions : 5
  Increased Positions : 25
  Unchanged Positions : 5
  Decreased Positions : 19

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BOXX)1 Year Chart         BOXX Alpha Architect 1-3 Month B... 10 New $0.00 $11,864,000 111,443 4.23% 11,864,000 111,443 3.83    N/A
   (BAC)1 Year Chart         BAC Bank of America Corp 37 New $38.91 $484,000 12,770 0.17% 484,000 12,770 0    Domestic Money Center...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 39 New $291.20 $461,000 1,599 0.16% 461,000 1,599 0.001    Closed - End Fund - E...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 46 New $194.61 $388,000 2,295 0.14% 388,000 2,295 0    Communication Equipment
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 47 New $152.67 $353,000 2,230 0.13% 353,000 2,230 0    Drug Manufacturers - ...
   (FB)1 Year Chart         FB Meta Platforms Inc 51 New $481.54 $316,000 650 0.11% 316,000 650 0    Internet Service Prov...
   (STT)1 Year Chart         STT State Street Corp 52 New $77.57 $311,000 4,022 0.11% 311,000 4,022 0.001    Asset Management
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 55 New $118.58 $249,000 2,141 0.09% 249,000 2,141 0    Integrated Oil & Gas
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 56 New $49.67 $247,000 4,941 0.09% 247,000 4,941 0    Networking & Communic...
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 57 New $155.77 $244,000 1,567 0.09% 244,000 1,567 0.002    Closed - End Fund - E...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 60 New $163.79 $228,000 1,250 0.08% 228,000 1,250 0    Drug Manufacturers - ...
   (SYLD)1 Year Chart         SYLD Cambria Shareholder Yield 62 New $0.00 $219,000 2,986 0.08% 219,000 2,986 0.006    N/A
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 63 New $90.09 $212,000 2,345 0.08% 212,000 2,345 0    Closed - End Fund - E...
      13 Records Found
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