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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
35
3
2
0
0
1
17
2
5
SUMMIT WEALTH RETIREMENT PLANNING INC

Time Period2019-03-31

Total Holdings130

Total Value ($x1000)168,367
Activities
New26

Increased42

Unchanged30

Decreased32

Sold Out1

Top 10 Stock Holdingstotal 44.44%
SCHG10.97

SCHV7.22

SCHF7.02

SCHM5.32

SCHA3.82

 
SYLD2.34

MUB2.28

PZA2.01

TDTT1.81

SCHB1.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHG
10.97%
US LCAP GR ETF
SCHV
7.22%
US LCAP VA ETF
SCHF
7.02%
INTL EQTY ETF
SCHM
5.32%
US MID-CAP ETF
SCHA
3.82%
US SML CAP ETF
SYLD
2.34%
SHSHLD YIELD ETF
MUB
2.28%
NAT AMT FREE BD
PZA
2.01%
NATL AMT MUNI
TDTT
1.81%
IBOXX 3R TARGT
SCHB
1.65%
US BRD MKT ETF
MMM
1.61%
COM
PWZ
1.44%
CALIF AMT MUN
MCD
1.43%
COM
CAT
1.42%
COM
GLTR
1.39%
PHYSCL PM BASKET
AAPL
1.32%
COM
PG
1.24%
COM
CVX
1.14%
COM
SHYG
1.12%
0-5YR HI YL CP
JPM
1.08%
COM
SCHH
1.04%
US REIT ETF
IGHG
1.01%
INVT INT RT HG
IBM
1%
COM
EMB
0.99%
JP MOR EM MK ETF
MSFT
0.94%
COM
RDS/A
0.88%
SPONS ADR A
SHYD
0.87%
SHORT HIGH YIELD
GOOGL
0.87%
CAP STK CL A
MRK
0.82%
COM
HYMB
0.81%
NUV HGHYLD MUN
AMZN
0.76%
COM
CMF
0.71%
CALI AMT-FRE ETF
DIS
0.7%
COM DISNEY
T
0.69%
COM
GE
0.68%
COM
IWF
0.65%
RUS 1000 GRW ETF
SCHD
0.65%
US DIVIDEND EQ
IWD
0.64%
RUS 1000 VAL ETF
CI
0.64%
COM
BRK.B
0.63%
CL B NEW
HYGH
0.62%
IT RT HDG HGYL
HYG
0.59%
IBOXX HI YD ETF
HYD
0.54%
HIGH YLD MUN ETF
HYEM
0.54%
EMERGING MKTS HI
LQD
0.54%
IBOXX INV CP ETF
PEP
0.54%
COM
IWV
0.53%
RUSSELL 3000 ETF
VZ
0.53%
COM
DWDP
0.5%
COM
VOD
0.49%
SPNSR ADR NO PAR
TOT
0.49%
SPONSORED ADR
ASET
0.47%
REAL ASST IDX
IWB
0.47%
RUS 1000 ETF
INTC
0.45%
COM
XOM
0.45%
COM
IWR
0.45%
RUS MID-CAP ETF
SRPT
0.44%
COM
DEO
0.43%
SPON ADR NEW
SIVB
0.43%
COM
CELG
0.43%
COM
DXC
0.42%
COM
SPOT
0.41%
SHS
EFA
0.39%
MSCI EAFE ETF
AXP
0.39%
COM
MO
0.39%
COM
LVS
0.39%
COM
STT
0.38%
COM
SPY
0.36%
TR UNIT
IQ
0.36%
SPONSORED ADS
YUM
0.36%
COM
ADM
0.35%
COM
CAPL
0.34%
UT LTD PTN INT
ETFC
0.33%
COM NEW
FCAU
0.32%
SHS
IDV
0.31%
INTL SEL DIV ETF
ANTM
0.31%
COM
VET
0.3%
COM
HPQ
0.3%
COM
BPMC
0.29%
COM
IWM
0.29%
RUSSELL 2000 ETF
SRE
0.29%
COM
ANET
0.28%
COM
WDC
0.28%
COM
BE
0.27%
CL A
WM
0.27%
COM
ZTO
0.26%
SPONSORED ADR
TSN
0.25%
CL A
DIA
0.24%
UT SER 1
LRCX
0.24%
COM
HPE
0.24%
COM
JNK
0.24%
BRC HGH YLD BD
USX
0.23%
CL A
SCHE
0.22%
EMRG MKTEQ ETF
ABBV
0.22%
COM
A
0.22%
COM
SYY
0.22%
COM
DIN
0.22%
COM
CMCSA
0.22%
CL A
ABT
0.22%
COM
MDLZ
0.21%
CL A
SDY
0.2%
S&P DIVID ETF
XLU
0.2%
SBI INT-UTILS
VYM
0.2%
HIGH DIV YLD
KWEB
0.19%
CSI CHI INTERNET
WMT
0.19%
COM
USB
0.19%
COM NEW
KO
0.18%
COM
BMY
0.18%
COM
GOOG
0.18%
CAP STK CL C
SHLX
0.18%
UNIT LTD INT
LLY
0.18%
COM
FLR
0.17%
COM
SJNK
0.17%
SHT TRM HGH YLD
CL
0.17%
COM
JNJ
0.16%
COM
QQQ
0.16%
UNIT SER 1
CSX
0.16%
COM
CPRT
0.15%
COM
WFC
0.15%
COM
PM
0.14%
COM
CSCO
0.14%
COM
YUMC
0.14%
COM
GME
0.13%
CL A
HON
0.13%
COM
FSIC
0.13%
COM
MAR
0.12%
CL A
BAC
0.12%
COM
ETE
0.09%
COM UT LTD PTN
UNIT
0.08%
COM
VHC
0.06%
COM
NIO
0.5%
SPON ADS