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Summit Wealth & Retirement Planning, Inc.

Q4 2018 Holdings

Filed 2019-02-08 | 105 holdings | $4.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$11.5K166,9680.2%
Abbvie Inc(ABBV)COM00287Y109$334.0K3,6187.0%
Crossamerica Partners LP(CAPL)UT LTD PTN INT22758A105$449.0K31,6999.4%
DXC Technology Co(DXC)COM23355L106$576.0K10,84012.1%
Cambria ETF TR(SYLD)SHSHLD YIELD ETF132061201$3.3M100,90268.8%
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