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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DGROISHARES TR | 4,870 | $245K | 0.05% | |
| 102 | VWOVANGUARD INTL EQUITY INDEX F | 4,896 | $245K | 0.05% | |
| 103 | UPSUNITED PARCEL SERVICE INC | 1,338 | $244K | 0.05% | |
| 104 | SCHPSCHWAB STRATEGIC TR | 3,838 | $240K | 0.05% | |
| 105 | IYHISHARES TR | 868 | $239K | 0.05% | |
| 106 | TIPISHARES TR | 1,868 | $239K | 0.05% | |
| 107 | COSTCOSTCO WHSL CORP NEW | 494 | $222K | 0.04% | |
| 108 | VSSVANGUARD INTL EQUITY INDEX F | 1,655 | $221K | 0.04% | |
| 109 | SBUXSTARBUCKS CORP | 1,983 | $219K | 0.04% | |
| 110 | DFACDIMENSIONAL ETF TRUST | 8,157 | $217K | 0.04% | |
| 111 | VOTVANGUARD INDEX FDS | 915 | $216K | 0.04% | |
| 112 | MDLZMONDELEZ INTL INC | 3,694 | $215K | 0.04% | |
| 113 | CVSCVS HEALTH CORP | 2,497 | $212K | 0.04% | |
| 114 | USBUS BANCORP DEL | 3,489 | $207K | 0.04% | |
| 115 | AEPAMERICAN ELEC PWR CO INC | 2,510 | $204K | 0.04% | |
| 116 | ZMX1WIDEPOINT CORP | 23,466 | $123K | 0.02% | |
| 117 | GABGABELLI EQUITY TR INC | 10,699 | $71K | 0.01% |
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