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Cisco Systems shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Cisco Systems (CSCO) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Cisco Systems

Tip: Access up to 7 years of quarterly data

All positions including Cisco Systems held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cisco Systems by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $247k 4.9k 49.91
2019-06-30 $242k 4.4k 54.81
2019-03-31 $238k 4.4k 53.91

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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
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Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Cisco Systems

Vanguard Group
BlackRock
Geode Capital Management
Charles Schwab Investment Management
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation
FMR
Wellington Management Company
Wells Fargo & Company
Legal & General Group
Northern Trust
UBS Group
Goldman Sachs Group
Ameriprise Financial

View all funds holding Cisco Systems