Summit Financial Strategies, Inc. Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$991.5M
Holdings
148
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (148 positions)
| Stock | Value |
|---|---|
DFICDIMENSIONAL ETF TRUST | $107.9M |
JCPBJ P MORGAN EXCHANGE TRADED F | $90.6M |
FBNDFIDELITY MERRIMACK STR TR | $86.4M |
SCHBSCHWAB STRATEGIC TR | $83.6M |
IVVISHARES TR | $74.3M |
DFLVDIMENSIONAL ETF TRUST | $55.5M |
AVEMAMERICAN CENTY ETF TR | $52.2M |
SCHMSCHWAB STRATEGIC TR | $49.4M |
PKGPACKAGING CORP AMER | $45.7M |
IJHISHARES TR | $36.9M |
VBKVANGUARD INDEX FDS | $34.3M |
SCHASCHWAB STRATEGIC TR | $24.8M |
IJRISHARES TR | $22.1M |
DFGRDIMENSIONAL ETF TRUST | $21.2M |
DFATDIMENSIONAL ETF TRUST | $16.8M |
AAPLAPPLE INC | $15.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $14.1M |
SCHZSCHWAB STRATEGIC TR | $11.4M |
MSFTMICROSOFT CORP | $8.2M |
WMTWALMART INC | $7.4M |
VOOVANGUARD INDEX FDS | $6.6M |
SCHFSCHWAB STRATEGIC TR | $5.7M |
JMUBJ P MORGAN EXCHANGE TRADED F | $5.0M |
EFAISHARES TR | $4.8M |
VEAVANGUARD TAX-MANAGED FDS | $4.2M |
DFUVDIMENSIONAL ETF TRUST | $4.0M |
IWBISHARES TR | $3.6M |
SCHXSCHWAB STRATEGIC TR | $3.5M |
VWOVANGUARD INTL EQUITY INDEX F | $3.4M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3.2M |
GQ9SPDR GOLD TR | $3.0M |
SCHPSCHWAB STRATEGIC TR | $2.9M |
SPYSPDR S&P 500 ETF TR | $2.9M |
EFVISHARES TR | $2.8M |
CIVBCIVISTA BANCSHARES INC | $2.8M |
TSLATESLA INC | $2.7M |
JPMJPMORGAN CHASE & CO. | $2.5M |
JAAAJANUS DETROIT STR TR | $2.5M |
PRKPARK NATL CORP | $2.4M |
IWRISHARES TR | $2.4M |
IWFISHARES TR | $2.2M |
ABBVABBVIE INC | $2.0M |
VOVANGUARD INDEX FDS | $1.9M |
IWDISHARES TR | $1.8M |
PGPROCTER AND GAMBLE CO | $1.6M |
LLYELI LILLY & CO | $1.6M |
ETENERGY TRANSFER L P | $1.6M |
AMZNAMAZON COM INC | $1.5M |
XOMEXXON MOBIL CORP | $1.5M |
VTVVANGUARD INDEX FDS | $1.4M |
VTIVANGUARD INDEX FDS | $1.3M |
NVDANVIDIA CORPORATION | $1.3M |
IVWISHARES TR | $1.2M |
VUGVANGUARD INDEX FDS | $1.2M |
VSSVANGUARD INTL EQUITY INDEX F | $1.1M |
ABTABBOTT LABS | $1.1M |
IWMISHARES TR | $1.1M |
GOOGLALPHABET INC | $1.1M |
TXNTEXAS INSTRS INC | $1.0M |
IVOOVANGUARD ADMIRAL FDS INC | $982K |
SMMUPIMCO ETF TR | $856K |
VEUVANGUARD INTL EQUITY INDEX F | $821K |
JNJJOHNSON & JOHNSON | $817K |
ECLECOLAB INC | $805K |
AMATAPPLIED MATLS INC | $751K |
UNHUNITEDHEALTH GROUP INC | $742K |
SCHGSCHWAB STRATEGIC TR | $728K |
BKBANK NEW YORK MELLON CORP | $708K |
WTHWORTHINGTON ENTERPRISES INC | $672K |
CATCATERPILLAR INC | $619K |
ETNEATON CORP PLC | $609K |
BSVVANGUARD BD INDEX FDS | $605K |
JBBBJANUS DETROIT STR TR | $599K |
CINFCINCINNATI FINL CORP | $598K |
AQLTISHARES TR | $589K |
AGGISHARES TR | $581K |
IAGGISHARES TR | $577K |
AEPAMERICAN ELEC PWR CO INC | $563K |
HBANHUNTINGTON BANCSHARES INC | $548K |
MCDMCDONALDS CORP | $529K |
DEDEERE & CO | $525K |
NFLXNETFLIX INC | $512K |
NDQINVESCO QQQ TR | $510K |
MRKMERCK & CO INC | $506K |
CVXCHEVRON CORP NEW | $486K |
HDHOME DEPOT INC | $483K |
DGROISHARES TR | $475K |
GOOGALPHABET INC | $472K |
AMGNAMGEN INC | $461K |
SPXLDIREXION SHS ETF TR | $455K |
MTDMETTLER TOLEDO INTERNATIONAL | $448K |
VOEVANGUARD INDEX FDS | $438K |
SCHHSCHWAB STRATEGIC TR | $437K |
VHTVANGUARD WORLD FD | $424K |
SPYMSPDR SER TR | $423K |
IWVISHARES TR | $391K |
SCHESCHWAB STRATEGIC TR | $390K |
PRFINVESCO EXCHANGE TRADED FD T | $385K |
METAMETA PLATFORMS INC | $377K |
EEMISHARES TR | $372K |
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