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Name: |
SUMMIT WEALTH & RETIREMENT PLANNING INC. |
City: |
DANVILLE |
State: |
CA |
Zip: |
94526 |
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Holdings
Found :
13 |
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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 |
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 |
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BAC |
Bank of America Corp |
37 |
New |
$38.49 |
$484,000 |
12,770 |
0.17% |
484,000 |
12,770 |
0 |
Domestic Money Center... |
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IWB |
ishares trust Russell 1000 |
39 |
New |
$287.60 |
$461,000 |
1,599 |
0.16% |
461,000 |
1,599 |
0.001 |
Closed - End Fund - E... |
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QCOM |
QUALCOMM Inc |
46 |
New |
$188.97 |
$388,000 |
2,295 |
0.14% |
388,000 |
2,295 |
0 |
Communication Equipment |
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JNJ |
Johnson & Johnson |
47 |
New |
$151.38 |
$353,000 |
2,230 |
0.13% |
353,000 |
2,230 |
0 |
Drug Manufacturers - ... |
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FB |
Meta Platforms Inc |
51 |
New |
$471.85 |
$316,000 |
650 |
0.11% |
316,000 |
650 |
0 |
Internet Service Prov... |
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STT |
State Street Corp |
52 |
New |
$76.56 |
$311,000 |
4,022 |
0.11% |
311,000 |
4,022 |
0.001 |
Asset Management |
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XOM |
Exxon Mobil Corp |
55 |
New |
$117.67 |
$249,000 |
2,141 |
0.09% |
249,000 |
2,141 |
0 |
Integrated Oil & Gas |
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CSCO |
Cisco Systems Inc |
56 |
New |
$48.95 |
$247,000 |
4,941 |
0.09% |
247,000 |
4,941 |
0 |
Networking & Communic... |
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VOE |
Vanguard Mid-Cap Value ETF |
57 |
New |
$154.61 |
$244,000 |
1,567 |
0.09% |
244,000 |
1,567 |
0.002 |
Closed - End Fund - E... |
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ABBV |
Abbvie Inc. |
60 |
New |
$161.59 |
$228,000 |
1,250 |
0.08% |
228,000 |
1,250 |
0 |
Drug Manufacturers - ... |
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SYLD |
Cambria Shareholder Yield |
62 |
New |
$0.00 |
$219,000 |
2,986 |
0.08% |
219,000 |
2,986 |
0.006 |
N/A |
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IWW |
iShares Russell 3000 Value |
63 |
New |
$89.44 |
$212,000 |
2,345 |
0.08% |
212,000 |
2,345 |
0 |
Closed - End Fund - E... |
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