Summit Financial Strategies, Inc. Q1 2024 Filing
Filed May 9, 2024
Portfolio Value
$716.9M
Holdings
150
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IVWISHARES TR | 13,392 | $0 | 0.00% | |
| 102 | AVEMAMERICAN CENTY ETF TR | 745,826 | $0 | 0.00% | |
| 103 | IWBISHARES TR | 13,365 | $0 | 0.00% | |
| 104 | SCHXSCHWAB STRATEGIC TR | 58,694 | $0 | 0.00% | |
| 105 | TXNTEXAS INSTRS INC | 5,785 | $0 | 0.00% | |
| 106 | PGPROCTER AND GAMBLE CO | 12,398 | $0 | 0.00% | |
| 107 | MZTILANCASTER COLONY CORP | 5,031 | $0 | 0.00% | |
| 108 | SCHPSCHWAB STRATEGIC TR | 37,842 | $0 | 0.00% | |
| 109 | PKGPACKAGING CORP AMER | 222,366 | $0 | 0.00% | |
| 110 | DFGRDIMENSIONAL ETF TRUST | 517,460 | $0 | 0.00% | |
| 111 | EFVISHARES TR | 50,639 | $0 | 0.00% | |
| 112 | SCHFSCHWAB STRATEGIC TR | 151,456 | $0 | 0.00% | |
| 113 | IVOOVANGUARD ADMIRAL FDS INC | 9,973 | $0 | 0.00% | |
| 114 | EFAISHARES TR | 65,399 | $0 | 0.00% | |
| 115 | DFUVDIMENSIONAL ETF TRUST | 99,002 | $0 | 0.00% | |
| 116 | JPMJPMORGAN CHASE & CO | 11,220 | $0 | 0.00% | |
| 117 | FBNDFIDELITY MERRIMACK STR TR | 29,144 | $0 | 0.00% | |
| 118 | SCHMSCHWAB STRATEGIC TR | 617,408 | $0 | 0.00% | |
| 119 | AAPLAPPLE INC | 71,139 | $0 | 0.00% | |
| 120 | VWOVANGUARD INTL EQUITY INDEX F | 87,507 | $0 | 0.00% | |
| 121 | VTIVANGUARD INDEX FDS | 4,601 | $0 | 0.00% | |
| 122 | VOVANGUARD INDEX FDS | 4,788 | $0 | 0.00% | |
| 123 | CIVBCIVISTA BANCSHARES INC | 144,299 | $0 | 0.00% | |
| 124 | DFICDIMENSIONAL ETF TRUST | 3,469,081 | $0 | 0.00% | |
| 125 | IWDISHARES TR | 9,808 | $0 | 0.00% | |
| 126 | GQ9SPDR GOLD TR | 9,915 | $0 | 0.00% | |
| 127 | MSFTMICROSOFT CORP | 24,257 | $0 | 0.00% | |
| 128 | ETENERGY TRANSFER L P | 84,007 | $0 | 0.00% | |
| 129 | IWFISHARES TR | 5,371 | $0 | 0.00% | |
| 130 | SCHASCHWAB STRATEGIC TR | 496,326 | $0 | 0.00% | |
| 131 | IWRISHARES TR | 28,631 | $0 | 0.00% | |
| 132 | DFLVDIMENSIONAL ETF TRUST | 820,037 | $0 | 0.00% | |
| 133 | PRKPARK NATL CORP | 9,144 | $0 | 0.00% | |
| 134 | DFATDIMENSIONAL ETF TRUST | 227,557 | $0 | 0.00% | |
| 135 | SCHZSCHWAB STRATEGIC TR | 104,931 | $0 | 0.00% | |
| 136 | LLYELI LILLY & CO | 2,118 | $0 | 0.00% | |
| 137 | IJHISHARES TR | 599,516 | $0 | 0.00% | |
| 138 | SPYSPDR S&P 500 ETF TR | 5,174 | $0 | 0.00% | |
| 139 | TSLATESLA INC | 6,241 | $0 | 0.00% | |
| 140 | SCHBSCHWAB STRATEGIC TR | 1,367,918 | $0 | 0.00% | |
| 141 | WMTWALMART INC | 87,943 | $0 | 0.00% | |
| 142 | BRK/BBERKSHIRE HATHAWAY INC DEL | 31,678 | $0 | 0.00% | |
| 143 | AMZNAMAZON COM INC | 8,173 | $0 | 0.00% | |
| 144 | AMATAPPLIED MATLS INC | 5,496 | $0 | 0.00% | |
| 145 | VOOVANGUARD INDEX FDS | 11,734 | $0 | 0.00% | |
| 146 | XOMEXXON MOBIL CORP | 12,520 | $0 | 0.00% | |
| 147 | IVVISHARES TR | 135,570 | $0 | 0.00% | |
| 148 | NVDANVIDIA CORPORATION | 1,597 | $0 | 0.00% | |
| 149 | VEAVANGUARD TAX-MANAGED FDS | 90,352 | $0 | 0.00% | |
| 150 | IJRISHARES TR | 200,763 | $0 | 0.00% |
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