Summit Financial Strategies, Inc. Q1 2023 Filing
Filed April 21, 2023
Portfolio Value
$507.6M
Holdings
124
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (124 positions)
| Stock | Value |
|---|---|
MZTILANCASTER COLONY CORP | $912K |
JNJJOHNSON & JOHNSON | $911K |
IVWISHARES TR | $856K |
VEUVANGUARD INTL EQUITY INDEX F | $854K |
IVOOVANGUARD ADMIRAL FDS INC | $843K |
AMZNAMAZON COM INC | $842K |
BSVVANGUARD BD INDEX FDS | $806K |
AGGISHARES TR | $802K |
AGLAGILON HEALTH INC | $752K |
SCHGSCHWAB STRATEGIC TR | $734K |
MTDMETTLER TOLEDO INTERNATIONAL | $726K |
GOOGLALPHABET INC | $720K |
VUGVANGUARD INDEX FDS | $697K |
AMATAPPLIED MATLS INC | $680K |
VTVVANGUARD INDEX FDS | $664K |
MRKMERCK & CO INC | $641K |
BNDVANGUARD BD INDEX FDS | $639K |
DISDISNEY WALT CO | $633K |
LLYLILLY ELI & CO | $604K |
ECLECOLAB INC | $597K |
HBANHUNTINGTON BANCSHARES INC | $544K |
NKENIKE INC | $543K |
AQLTISHARES TR | $538K |
VOVANGUARD INDEX FDS | $525K |
AEPAMERICAN ELEC PWR CO INC | $502K |
CATCATERPILLAR INC | $498K |
EEMISHARES TR | $492K |
DEDEERE & CO | $484K |
KRKROGER CO | $484K |
VHTVANGUARD WORLD FDS | $473K |
DFATDIMENSIONAL ETF TRUST | $473K |
CINFCINCINNATI FINL CORP | $454K |
CVXCHEVRON CORP NEW | $443K |
IBPINSTALLED BLDG PRODS INC | $436K |
PEPPEPSICO INC | $430K |
SCHCSCHWAB STRATEGIC TR | $424K |
MCDMCDONALDS CORP | $420K |
DGROISHARES TR | $384K |
BKBANK NEW YORK MELLON CORP | $383K |
SCHESCHWAB STRATEGIC TR | $382K |
SPXLDIREXION SHS ETF TR | $369K |
IWVISHARES TR | $364K |
SCHHSCHWAB STRATEGIC TR | $347K |
NDQINVESCO QQQ TR | $342K |
AMGNAMGEN INC | $338K |
VIOOVANGUARD ADMIRAL FDS INC | $331K |
VTIPVANGUARD MALVERN FDS | $329K |
ACWXISHARES TR | $317K |
HDHOME DEPOT INC | $316K |
ETNEATON CORP PLC | $313K |
GEFGREIF INC | $310K |
BACBANK AMERICA CORP | $299K |
GSLCGOLDMAN SACHS ETF TR | $290K |
PRFINVESCO EXCHANGE TRADED FD T | $289K |
MDTMEDTRONIC PLC | $285K |
NVDANVIDIA CORPORATION | $279K |
VBRVANGUARD INDEX FDS | $271K |
VSSVANGUARD INTL EQUITY INDEX F | $261K |
PDNINVESCO EXCH TRADED FD TR II | $259K |
LMTLOCKHEED MARTIN CORP | $258K |
GOOGALPHABET INC | $254K |
KEYKEYCORP | $249K |
TIPISHARES TR | $246K |
VPUVANGUARD WORLD FDS | $243K |
PLDPROLOGIS INC. | $237K |
SCHPSCHWAB STRATEGIC TR | $235K |
DTEDTE ENERGY CO | $233K |
FITBFIFTH THIRD BANCORP | $230K |
IYRISHARES TR | $220K |
DFACDIMENSIONAL ETF TRUST | $210K |
IJTISHARES TR | $210K |
TMOTHERMO FISHER SCIENTIFIC INC | $209K |
IYHISHARES TR | $208K |
INTCINTEL CORP | $205K |
SBUXSTARBUCKS CORP | $200K |
STWDSTARWOOD PPTY TR INC | $189K |
XCHYXCALAMOS CONV & HIGH INCOME F | $180K |
UAUNDER ARMOUR INC | $127K |
CDLXCARDLYTICS INC | $47K |
ZMX1WIDEPOINT CORP | $44K |
DBDEURDIEBOLD NIXDORF INC | $24K |
IVDAIVEDA SOLUTIONS INC | $13K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $0 |
SCHASCHWAB STRATEGIC TR | $0 |
VWOVANGUARD INTL EQUITY INDEX F | $0 |
AAPLAPPLE INC | $0 |
SCHMSCHWAB STRATEGIC TR | $0 |
JPMJPMORGAN CHASE & CO | $0 |
EFAISHARES TR | $0 |
SCHFSCHWAB STRATEGIC TR | $0 |
EFVISHARES TR | $0 |
PGPROCTER AND GAMBLE CO | $0 |
VTIVANGUARD INDEX FDS | $0 |
TXNTEXAS INSTRS INC | $0 |
IWBISHARES TR | $0 |
VBKVANGUARD INDEX FDS | $0 |
IJRISHARES TR | $0 |
VEAVANGUARD TAX-MANAGED FDS | $0 |
ABTABBOTT LABS | $0 |
GQ9SPDR GOLD TR | $0 |
Page 1 of 2Next