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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PGPROCTER AND GAMBLE CO | 13,435 | $0 | 0.00% | |
| 102 | TSLATESLA INC | 5,878 | $0 | 0.00% | |
| 103 | CIVBCIVISTA BANCSHARES INC | 144,299 | $0 | 0.00% | |
| 104 | DFICDIMENSIONAL ETF TRUST | 3,305,187 | $0 | 0.00% | |
| 105 | IWDISHARES TR | 9,819 | $0 | 0.00% | |
| 106 | EFVISHARES TR | 62,232 | $0 | 0.00% | |
| 107 | SCHFSCHWAB STRATEGIC TR | 154,135 | $0 | 0.00% | |
| 108 | EFAISHARES TR | 65,477 | $0 | 0.00% | |
| 109 | JPMJPMORGAN CHASE & CO | 10,692 | $0 | 0.00% | |
| 110 | IWFISHARES TR | 6,052 | $0 | 0.00% | |
| 111 | WTHWORTHINGTON INDS INC | 15,772 | $0 | 0.00% | |
| 112 | SCHBSCHWAB STRATEGIC TR | 1,392,113 | $0 | 0.00% | |
| 113 | SCHZSCHWAB STRATEGIC TR | 95,694 | $0 | 0.00% | |
| 114 | SCHMSCHWAB STRATEGIC TR | 568,768 | $0 | 0.00% | |
| 115 | IJHISHARES TR | 121,412 | $0 | 0.00% | |
| 116 | AMZNAMAZON COM INC | 8,030 | $0 | 0.00% | |
| 117 | AAPLAPPLE INC | 64,845 | $0 | 0.00% | |
| 118 | WMTWALMART INC | 30,299 | $0 | 0.00% | |
| 119 | BRK/BBERKSHIRE HATHAWAY INC DEL | 35,163 | $0 | 0.00% | |
| 120 | VWOVANGUARD INTL EQUITY INDEX F | 191,892 | $0 | 0.00% | |
| 121 | IVVISHARES TR | 144,066 | $0 | 0.00% | |
| 122 | VTIVANGUARD INDEX FDS | 4,692 | $0 | 0.00% | |
| 123 | VOOVANGUARD INDEX FDS | 9,794 | $0 | 0.00% | |
| 124 | IWMISHARES TR | 5,439 | $0 | 0.00% | |
| 125 | SPYSPDR S&P 500 ETF TR | 5,108 | $0 | 0.00% | |
| 126 | XOMEXXON MOBIL CORP | 13,479 | $0 | 0.00% |
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