Summit Financial Strategies, Inc. Q2 2021 Filing
Filed August 11, 2021
Portfolio Value
$504.9M
Holdings
115
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (115 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $66.5M |
SCHBSCHWAB STRATEGIC TR | $62.9M |
VBKVANGUARD INDEX FDS | $35.7M |
JNJJOHNSON & JOHNSON | $34.0M |
IJHISHARES TR | $33.5M |
SCHFSCHWAB STRATEGIC TR | $31.6M |
SCHMSCHWAB STRATEGIC TR | $28.6M |
EFVISHARES TR | $26.6M |
PKGPACKAGING CORP AMER | $25.5M |
IJRISHARES TR | $22.9M |
EFAISHARES TR | $18.0M |
SCHASCHWAB STRATEGIC TR | $17.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11.0M |
AAPLAPPLE INC | $7.6M |
SCHZSCHWAB STRATEGIC TR | $6.4M |
MSFTMICROSOFT CORP | $5.9M |
SCHXSCHWAB STRATEGIC TR | $3.4M |
MMM3M CO | $2.6M |
VOOVANGUARD INDEX FDS | $2.4M |
PGPROCTER AND GAMBLE CO | $2.4M |
SPYSPDR S&P 500 ETF TR | $2.4M |
SHWSHERWIN WILLIAMS CO | $2.3M |
GQ9SPDR GOLD TR | $1.8M |
WTHWORTHINGTON INDS INC | $1.7M |
IWDISHARES TR | $1.6M |
IWFISHARES TR | $1.5M |
WMTWALMART INC | $1.5M |
ABTABBOTT LABS | $1.4M |
TXNTEXAS INSTRS INC | $1.3M |
VEUVANGUARD INTL EQUITY INDEX F | $1.3M |
MTDMETTLER TOLEDO INTERNATIONAL | $1.3M |
TSLATESLA INC | $1.2M |
PRKPARK NATL CORP | $1.2M |
VTIVANGUARD INDEX FDS | $1.2M |
JPMJPMORGAN CHASE & CO | $1.2M |
EEMISHARES TR | $1.1M |
AMZNAMAZON COM INC | $1.0M |
AGGISHARES TR | $1.0M |
DISDISNEY WALT CO | $962K |
ETENERGY TRANSFER L P | $893K |
IVOOVANGUARD ADMIRAL FDS INC | $805K |
GOOGLALPHABET INC | $776K |
SCHCSCHWAB STRATEGIC TR | $772K |
ABBVABBVIE INC | $770K |
SCHGSCHWAB STRATEGIC TR | $766K |
AMATAPPLIED MATLS INC | $759K |
ECLECOLAB INC | $744K |
MZTILANCASTER COLONY CORP | $742K |
NKENIKE INC | $738K |
CATCATERPILLAR INC | $734K |
VHTVANGUARD WORLD FDS | $726K |
BSVVANGUARD BD INDEX FDS | $720K |
VEAVANGUARD TAX-MANAGED INTL FD | $637K |
XOMEXXON MOBIL CORP | $598K |
CINFCINCINNATI FINL CORP | $589K |
VIOOVANGUARD ADMIRAL FDS INC | $554K |
BACBK OF AMERICA CORP | $550K |
HBANHUNTINGTON BANCSHARES INC | $533K |
VUGVANGUARD INDEX FDS | $529K |
AQLTISHARES TR | $512K |
MCDMCDONALDS CORP | $508K |
SCHESCHWAB STRATEGIC TR | $504K |
NDQINVESCO QQQ TR | $472K |
IBPINSTALLED BLDG PRODS INC | $469K |
MRKMERCK & CO INC | $461K |
VTVVANGUARD INDEX FDS | $461K |
SCZISHARES TR | $458K |
BACVERIZON COMMUNICATIONS INC | $454K |
ARKGARK ETF TR | $449K |
SPXLDIREXION SHS ETF TR | $444K |
INTCINTEL CORP | $436K |
IWVISHARES TR | $424K |
MDTMEDTRONIC PLC | $405K |
PEPPEPSICO INC | $382K |
DEDEERE & CO | $378K |
PDNINVESCO EXCH TRADED FD TR II | $378K |
BLKCHFBLACKROCK INC | $370K |
GOOGALPHABET INC | $363K |
IYRISHARES TR | $356K |
CMCSACOMCAST CORP NEW | $342K |
AMGNAMGEN INC | $341K |
UNPUNION PAC CORP | $332K |
TAT&T INC | $329K |
4I1PHILIP MORRIS INTL INC | $326K |
METAFACEBOOK INC | $323K |
HDHOME DEPOT INC | $316K |
LLYLILLY ELI & CO | $312K |
USBUS BANCORP DEL | $303K |
SHOPSHOPIFY INC | $301K |
PRFINVESCO EXCHANGE TRADED FD T | $296K |
VPUVANGUARD WORLD FDS | $296K |
VBRVANGUARD INDEX FDS | $293K |
MOALTRIA GROUP INC | $288K |
ACWXISHARES TR | $287K |
STWDSTARWOOD PPTY TR INC | $280K |
UPSUNITED PARCEL SERVICE INC | $278K |
VTIPVANGUARD MALVERN FDS | $278K |
VSSVANGUARD INTL EQUITY INDEX F | $276K |
SCHHSCHWAB STRATEGIC TR | $274K |
MDLZMONDELEZ INTL INC | $274K |
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