Summit Financial Strategies, Inc. Q3 2021 Filing
Filed November 10, 2021
Portfolio Value
$523.4M
Holdings
117
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (117 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $67.9M |
SCHBSCHWAB STRATEGIC TR | $65.3M |
VBKVANGUARD INDEX FDS | $35.0M |
IJHISHARES TR | $33.6M |
JNJJOHNSON & JOHNSON | $33.3M |
SCHFSCHWAB STRATEGIC TR | $32.8M |
SCHMSCHWAB STRATEGIC TR | $29.9M |
EFVISHARES TR | $28.8M |
PKGPACKAGING CORP AMER | $27.7M |
IJRISHARES TR | $22.4M |
EFAISHARES TR | $18.6M |
SCHASCHWAB STRATEGIC TR | $18.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $10.7M |
KODKEASTMAN KODAK CO | $9.5M |
AAPLAPPLE INC | $7.9M |
SCHZSCHWAB STRATEGIC TR | $6.4M |
MSFTMICROSOFT CORP | $6.1M |
SCHXSCHWAB STRATEGIC TR | $3.4M |
VOOVANGUARD INDEX FDS | $2.5M |
PGPROCTER AND GAMBLE CO | $2.5M |
SPYSPDR S&P 500 ETF TR | $2.4M |
SHWSHERWIN WILLIAMS CO | $2.3M |
MMM3M CO | $2.3M |
GQ9SPDR GOLD TR | $1.8M |
IWDISHARES TR | $1.6M |
IWFISHARES TR | $1.5M |
WMTWALMART INC | $1.4M |
TSLATESLA INC | $1.4M |
ABTABBOTT LABS | $1.3M |
TXNTEXAS INSTRS INC | $1.3M |
MTDMETTLER TOLEDO INTERNATIONAL | $1.3M |
VEUVANGUARD INTL EQUITY INDEX F | $1.3M |
PRKPARK NATL CORP | $1.3M |
WTHWORTHINGTON INDS INC | $1.3M |
VTIVANGUARD INDEX FDS | $1.2M |
JPMJPMORGAN CHASE & CO | $1.1M |
AGGISHARES TR | $1.0M |
AMZNAMAZON COM INC | $984K |
EEMISHARES TR | $976K |
XOMEXXON MOBIL CORP | $975K |
DISDISNEY WALT CO | $943K |
GOOGLALPHABET INC | $850K |
ETENERGY TRANSFER L P | $805K |
IVOOVANGUARD ADMIRAL FDS INC | $788K |
SCHGSCHWAB STRATEGIC TR | $777K |
BSVVANGUARD BD INDEX FDS | $765K |
ECLECOLAB INC | $754K |
ABBVABBVIE INC | $738K |
SCHCSCHWAB STRATEGIC TR | $735K |
VHTVANGUARD WORLD FDS | $726K |
AMATAPPLIED MATLS INC | $686K |
CATCATERPILLAR INC | $654K |
MZTILANCASTER COLONY CORP | $648K |
NKENIKE INC | $645K |
VEAVANGUARD TAX-MANAGED INTL FD | $624K |
KRKROGER CO | $618K |
CINFCINCINNATI FINL CORP | $577K |
HBANHUNTINGTON BANCSHARES INC | $577K |
BACBK OF AMERICA CORP | $566K |
VUGVANGUARD INDEX FDS | $535K |
MCDMCDONALDS CORP | $524K |
AQLTISHARES TR | $504K |
NDQINVESCO QQQ TR | $489K |
VIOOVANGUARD ADMIRAL FDS INC | $486K |
SCHESCHWAB STRATEGIC TR | $468K |
MRKMERCK & CO INC | $464K |
VTVVANGUARD INDEX FDS | $454K |
BACVERIZON COMMUNICATIONS INC | $452K |
SCZISHARES TR | $452K |
SPXLDIREXION SHS ETF TR | $432K |
MDTMEDTRONIC PLC | $431K |
IWVISHARES TR | $423K |
INTCINTEL CORP | $404K |
PEPPEPSICO INC | $399K |
GOOGALPHABET INC | $386K |
ARKGARK ETF TR | $363K |
IBPINSTALLED BLDG PRODS INC | $361K |
DEDEERE & CO | $359K |
PDNINVESCO EXCH TRADED FD TR II | $358K |
BLKCHFBLACKROCK INC | $355K |
IYRISHARES TR | $352K |
CMCSACOMCAST CORP NEW | $346K |
VTIPVANGUARD MALVERN FDS | $343K |
HDHOME DEPOT INC | $326K |
METAFACEBOOK INC | $324K |
VBRVANGUARD INDEX FDS | $317K |
TAT&T INC | $313K |
4I1PHILIP MORRIS INTL INC | $312K |
LLYLILLY ELI & CO | $311K |
AMGNAMGEN INC | $298K |
VPUVANGUARD WORLD FDS | $297K |
UNPUNION PAC CORP | $294K |
PRFINVESCO EXCHANGE TRADED FD T | $293K |
SHOPSHOPIFY INC | $279K |
SCHHSCHWAB STRATEGIC TR | $279K |
MOALTRIA GROUP INC | $277K |
ACWXISHARES TR | $276K |
GEFGREIF INC | $274K |
STWDSTARWOOD PPTY TR INC | $262K |
LMTLOCKHEED MARTIN CORP | $247K |
Page 1 of 2Next