Summit Financial Strategies, Inc. Q2 2023 Filing
Filed July 21, 2023
Portfolio Value
$536.2M
Holdings
126
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (126 positions)
| Stock | Value |
|---|---|
JNJJOHNSON & JOHNSON | $967K |
IVWISHARES TR | $944K |
PRKPARK NATL CORP | $933K |
MZTILANCASTER COLONY CORP | $904K |
ABBVABBVIE INC | $895K |
IVOOVANGUARD ADMIRAL FDS INC | $882K |
VEUVANGUARD INTL EQUITY INDEX F | $869K |
BSVVANGUARD BD INDEX FDS | $859K |
VUGVANGUARD INDEX FDS | $827K |
GOOGLALPHABET INC | $809K |
AMATAPPLIED MATLS INC | $801K |
AGGISHARES TR | $768K |
SCHGSCHWAB STRATEGIC TR | $751K |
VTVVANGUARD INDEX FDS | $738K |
VOVANGUARD INDEX FDS | $724K |
MRKMERCK & CO INC | $711K |
HBANHUNTINGTON BANCSHARES INC | $679K |
ECLECOLAB INC | $674K |
LLYLILLY ELI & CO | $662K |
MTDMETTLER TOLEDO INTERNATIONAL | $620K |
DISDISNEY WALT CO | $584K |
CATCATERPILLAR INC | $536K |
BNDVANGUARD BD INDEX FDS | $521K |
AQLTISHARES TR | $520K |
NKENIKE INC | $484K |
DEDEERE & CO | $474K |
AEPAMERICAN ELEC PWR CO INC | $466K |
KRKROGER CO | $463K |
SPXLDIREXION SHS ETF TR | $454K |
MCDMCDONALDS CORP | $448K |
VHTVANGUARD WORLD FDS | $445K |
PEPPEPSICO INC | $440K |
CVXCHEVRON CORP NEW | $436K |
HDHOME DEPOT INC | $430K |
SCHCSCHWAB STRATEGIC TR | $428K |
NVDANVIDIA CORPORATION | $422K |
SCHHSCHWAB STRATEGIC TR | $406K |
EEMISHARES TR | $403K |
DFATDIMENSIONAL ETF TRUST | $397K |
DGROISHARES TR | $396K |
CINFCINCINNATI FINL CORP | $394K |
IWVISHARES TR | $394K |
NDQINVESCO QQQ TR | $390K |
ETNEATON CORP PLC | $388K |
SCHESCHWAB STRATEGIC TR | $386K |
BKBANK NEW YORK MELLON CORP | $376K |
UNHUNITEDHEALTH GROUP INC | $373K |
IBPINSTALLED BLDG PRODS INC | $370K |
VIOOVANGUARD ADMIRAL FDS INC | $346K |
GEFGREIF INC | $337K |
AMGNAMGEN INC | $336K |
VTIPVANGUARD MALVERN FDS | $322K |
GSLCGOLDMAN SACHS ETF TR | $312K |
MDTMEDTRONIC PLC | $311K |
VBRVANGUARD INDEX FDS | $305K |
ACWXISHARES TR | $305K |
PRFINVESCO EXCHANGE TRADED FD T | $302K |
BACBANK AMERICA CORP | $302K |
VSSVANGUARD INTL EQUITY INDEX F | $301K |
AGLAGILON HEALTH INC | $298K |
GOOGALPHABET INC | $296K |
INTCINTEL CORP | $265K |
LMTLOCKHEED MARTIN CORP | $257K |
SCHPSCHWAB STRATEGIC TR | $255K |
PDNINVESCO EXCH TRADED FD TR II | $248K |
TIPISHARES TR | $241K |
VPUVANGUARD WORLD FDS | $235K |
DTEDTE ENERGY CO | $234K |
PLDPROLOGIS INC. | $232K |
IJKISHARES TR | $231K |
VGTVANGUARD WORLD FDS | $226K |
FITBFIFTH THIRD BANCORP | $225K |
IYRISHARES TR | $224K |
DFACDIMENSIONAL ETF TRUST | $224K |
SBUXSTARBUCKS CORP | $223K |
ACWIISHARES TR | $221K |
IJTISHARES TR | $220K |
IYHISHARES TR | $214K |
PFEPFIZER INC | $212K |
STWDSTARWOOD PPTY TR INC | $207K |
VIGVANGUARD SPECIALIZED FUNDS | $200K |
XCHYXCALAMOS CONV & HIGH INCOME F | $189K |
UAUNDER ARMOUR INC | $93K |
CDLXCARDLYTICS INC | $88K |
ZMX1WIDEPOINT CORP | $67K |
IVDAIVEDA SOLUTIONS INC | $10K |
IWRISHARES TR | $0 |
SCHASCHWAB STRATEGIC TR | $0 |
SCHXSCHWAB STRATEGIC TR | $0 |
ETENERGY TRANSFER L P | $0 |
VEAVANGUARD TAX-MANAGED FDS | $0 |
IJRISHARES TR | $0 |
MSFTMICROSOFT CORP | $0 |
PKGPACKAGING CORP AMER | $0 |
VBKVANGUARD INDEX FDS | $0 |
IWBISHARES TR | $0 |
DFUVDIMENSIONAL ETF TRUST | $0 |
TXNTEXAS INSTRS INC | $0 |
GQ9SPDR GOLD TR | $0 |
ABTABBOTT LABS | $0 |
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