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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LMTLOCKHEED MARTIN CORP | 716 | $271K | 0.05% | |
| 102 | DFATDIMENSIONAL ETF TRUST | 5,801 | $260K | 0.05% | |
| 103 | GEFGREIF INC | 4,239 | $257K | 0.05% | |
| 104 | DGROISHARES TR | 4,870 | $245K | 0.05% | |
| 105 | VWOVANGUARD INTL EQUITY INDEX F | 4,493 | $244K | 0.05% | |
| 106 | TIPISHARES TR | 1,868 | $239K | 0.05% | |
| 107 | IYHISHARES TR | 868 | $237K | 0.05% | |
| 108 | AALAMERICAN AIRLS GROUP INC | 10,627 | $225K | 0.04% | |
| 109 | SBUXSTARBUCKS CORP | 1,981 | $221K | 0.04% | |
| 110 | SCHPSCHWAB STRATEGIC TR | 3,540 | $221K | 0.04% | |
| 111 | DFACDIMENSIONAL ETF TRUST | 8,157 | $220K | 0.04% | |
| 112 | VOTVANGUARD INDEX FDS | 915 | $216K | 0.04% | |
| 113 | AEPAMERICAN ELEC PWR CO INC | 2,532 | $214K | 0.04% | |
| 114 | CFBKCF BANKSHARES INC | 10,457 | $204K | 0.04% | |
| 115 | ZMX1WIDEPOINT CORP | 23,466 | $170K | 0.03% |
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