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| Name: |
SUMMIT WEALTH & RETIREMENT PLANNING INC. |
| City: |
DANVILLE |
| State: |
CA |
| Zip: |
94526 |
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data |
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| Holdings
Found :
5 |
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Unchanged Positions |
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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 |
|
VYM |
Vanguard High Dividend Yiel... |
35 |
- |
$121.26 |
$494,000 |
4,086 |
0.18% |
38,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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CMG |
Chipotle Mexican Grill Inc |
38 |
- |
$3,168.30 |
$471,000 |
162 |
0.17% |
101,000 |
0 |
0.001 |
Restaurants |
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VO |
Vanguard Mid Cap VIPERS |
42 |
- |
$248.98 |
$425,000 |
1,699 |
0.15% |
30,000 |
0 |
0.001 |
Closed - End Fund - E... |
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PXD |
Pioneer Natural Resources Co |
43 |
- |
$275.32 |
$418,000 |
1,591 |
0.15% |
60,000 |
0 |
0.001 |
Independent Oil & Gas |
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VV |
Vanguard Large Cap VIPERS |
58 |
- |
$243.08 |
$241,000 |
1,006 |
0.09% |
22,000 |
0 |
0.001 |
Closed - End Fund - E... |
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