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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XOMEXXON MOBIL CORP | 13,702 | $0 | 0.00% | |
| 102 | SPYSPDR S&P 500 ETF TR | 5,051 | $0 | 0.00% | |
| 103 | VOOVANGUARD INDEX FDS | 9,808 | $0 | 0.00% | |
| 104 | IVVISHARES TR | 146,807 | $0 | 0.00% | |
| 105 | MSFTMICROSOFT CORP | 23,509 | $0 | 0.00% | |
| 106 | IWMISHARES TR | 5,647 | $0 | 0.00% | |
| 107 | ETENERGY TRANSFER L P | 84,107 | $0 | 0.00% | |
| 108 | ABBVABBVIE INC | 6,604 | $0 | 0.00% | |
| 109 | SCHXSCHWAB STRATEGIC TR | 62,913 | $0 | 0.00% | |
| 110 | IWRISHARES TR | 28,728 | $0 | 0.00% | |
| 111 | PKGPACKAGING CORP AMER | 231,057 | $0 | 0.00% | |
| 112 | SHWSHERWIN WILLIAMS CO | 8,136 | $0 | 0.00% | |
| 113 | DFUVDIMENSIONAL ETF TRUST | 99,325 | $0 | 0.00% | |
| 114 | CIVBCIVISTA BANCSHARES INC | 145,628 | $0 | 0.00% | |
| 115 | DFICDIMENSIONAL ETF TRUST | 3,310,579 | $0 | 0.00% | |
| 116 | IWDISHARES TR | 9,819 | $0 | 0.00% | |
| 117 | TSLATESLA INC | 5,890 | $0 | 0.00% | |
| 118 | IWFISHARES TR | 5,214 | $0 | 0.00% | |
| 119 | WTHWORTHINGTON INDS INC | 20,129 | $0 | 0.00% | |
| 120 | PRKPARK NATL CORP | 9,048 | $0 | 0.00% | |
| 121 | SCHZSCHWAB STRATEGIC TR | 94,738 | $0 | 0.00% | |
| 122 | IJHISHARES TR | 121,653 | $0 | 0.00% | |
| 123 | SCHBSCHWAB STRATEGIC TR | 1,390,052 | $0 | 0.00% | |
| 124 | WMTWALMART INC | 7,887 | $0 | 0.00% |
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