Summit Financial Strategies, Inc. Q2 2024 Filing
Filed July 19, 2024
Portfolio Value
$804.1M
Holdings
147
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (147 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SCHASCHWAB STRATEGIC TR | 520,301 | $0 | 0.00% | |
| 102 | ETENERGY TRANSFER L P | 84,007 | $0 | 0.00% | |
| 103 | MSFTMICROSOFT CORP | 23,913 | $0 | 0.00% | |
| 104 | JMUBJ P MORGAN EXCHANGE TRADED F | 72,265 | $0 | 0.00% | |
| 105 | GQ9SPDR GOLD TR | 10,080 | $0 | 0.00% | |
| 106 | VOVANGUARD INDEX FDS | 5,677 | $0 | 0.00% | |
| 107 | VTIVANGUARD INDEX FDS | 4,889 | $0 | 0.00% | |
| 108 | VWOVANGUARD INTL EQUITY INDEX F | 82,770 | $0 | 0.00% | |
| 109 | AAPLAPPLE INC | 70,796 | $0 | 0.00% | |
| 110 | SCHMSCHWAB STRATEGIC TR | 642,116 | $0 | 0.00% | |
| 111 | EFAISHARES TR | 63,851 | $0 | 0.00% | |
| 112 | SCHFSCHWAB STRATEGIC TR | 152,735 | $0 | 0.00% | |
| 113 | EFVISHARES TR | 50,490 | $0 | 0.00% | |
| 114 | SCHPSCHWAB STRATEGIC TR | 41,254 | $0 | 0.00% | |
| 115 | PGPROCTER AND GAMBLE CO | 11,155 | $0 | 0.00% | |
| 116 | TXNTEXAS INSTRS INC | 5,791 | $0 | 0.00% | |
| 117 | IWBISHARES TR | 13,235 | $0 | 0.00% | |
| 118 | IVWISHARES TR | 13,392 | $0 | 0.00% | |
| 119 | VBKVANGUARD INDEX FDS | 137,251 | $0 | 0.00% | |
| 120 | BSVVANGUARD BD INDEX FDS | 20,771 | $0 | 0.00% | |
| 121 | GOOGLALPHABET INC | 7,053 | $0 | 0.00% | |
| 122 | IJRISHARES TR | 198,807 | $0 | 0.00% | |
| 123 | VEAVANGUARD TAX-MANAGED FDS | 91,375 | $0 | 0.00% | |
| 124 | NVDANVIDIA CORPORATION | 12,604 | $0 | 0.00% | |
| 125 | XOMEXXON MOBIL CORP | 11,844 | $0 | 0.00% | |
| 126 | SPYSPDR S&P 500 ETF TR | 5,204 | $0 | 0.00% | |
| 127 | VOOVANGUARD INDEX FDS | 11,802 | $0 | 0.00% | |
| 128 | IVVISHARES TR | 130,672 | $0 | 0.00% | |
| 129 | IWMISHARES TR | 5,677 | $0 | 0.00% | |
| 130 | AVEMAMERICAN CENTY ETF TR | 777,008 | $0 | 0.00% | |
| 131 | SCHXSCHWAB STRATEGIC TR | 58,639 | $0 | 0.00% | |
| 132 | PKGPACKAGING CORP AMER | 234,495 | $0 | 0.00% | |
| 133 | DFGRDIMENSIONAL ETF TRUST | 649,879 | $0 | 0.00% | |
| 134 | DFUVDIMENSIONAL ETF TRUST | 98,361 | $0 | 0.00% | |
| 135 | FBNDFIDELITY MERRIMACK STR TR | 1,295,739 | $0 | 0.00% | |
| 136 | CIVBCIVISTA BANCSHARES INC | 148,858 | $0 | 0.00% | |
| 137 | DFICDIMENSIONAL ETF TRUST | 3,530,233 | $0 | 0.00% | |
| 138 | IWDISHARES TR | 9,653 | $0 | 0.00% | |
| 139 | IWFISHARES TR | 5,414 | $0 | 0.00% | |
| 140 | DFLVDIMENSIONAL ETF TRUST | 1,316,900 | $0 | 0.00% | |
| 141 | PRKPARK NATL CORP | 9,144 | $0 | 0.00% | |
| 142 | SCHZSCHWAB STRATEGIC TR | 100,558 | $0 | 0.00% | |
| 143 | IJHISHARES TR | 590,716 | $0 | 0.00% | |
| 144 | AMATAPPLIED MATLS INC | 5,421 | $0 | 0.00% | |
| 145 | VTVVANGUARD INDEX FDS | 6,907 | $0 | 0.00% | |
| 146 | WMTWALMART INC | 87,149 | $0 | 0.00% | |
| 147 | BRK/BBERKSHIRE HATHAWAY INC DEL | 30,977 | $0 | 0.00% |
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