Summit Financial Strategies, Inc. Q3 2022 Filing
Filed October 21, 2022
Portfolio Value
$421K
Holdings
118
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (118 positions)
| Stock | Value |
|---|---|
SCHBSCHWAB STRATEGIC TR | $57.9M |
DFICDIMENSIONAL ETF TRUST | $55.4M |
IVVISHARES TR | $54.0M |
IJHISHARES TR | $27.9M |
SCHMSCHWAB STRATEGIC TR | $27.7M |
PKGPACKAGING CORP AMER | $25.9M |
VBKVANGUARD INDEX FDS | $25.5M |
IJRISHARES TR | $18.1M |
SCHASCHWAB STRATEGIC TR | $16.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.8M |
AAPLAPPLE INC | $9.3M |
SCHFSCHWAB STRATEGIC TR | $6.5M |
MSFTMICROSOFT CORP | $5.9M |
EFAISHARES TR | $5.0M |
SCHZSCHWAB STRATEGIC TR | $4.9M |
EFVISHARES TR | $4.7M |
DFUVDIMENSIONAL ETF TRUST | $2.9M |
PGPROCTER AND GAMBLE CO | $2.8M |
SCHXSCHWAB STRATEGIC TR | $2.7M |
VOOVANGUARD INDEX FDS | $2.4M |
CIVBCIVISTA BANCSHARES INC | $2.0M |
VEAVANGUARD TAX-MANAGED FDS | $1.8M |
SPYSPDR S&P 500 ETF TR | $1.8M |
SHWSHERWIN WILLIAMS CO | $1.7M |
JPMJPMORGAN CHASE & CO | $1.7M |
GQ9SPDR GOLD TR | $1.5M |
TSLATESLA INC | $1.5M |
IWDISHARES TR | $1.3M |
XOMEXXON MOBIL CORP | $1.3M |
WMTWALMART INC | $1.2M |
JNJJOHNSON & JOHNSON | $1.1M |
ABTABBOTT LABS | $1.1M |
WTHWORTHINGTON INDS INC | $1.1M |
PRKPARK NATL CORP | $1.1M |
IWFISHARES TR | $1.1M |
ABBVABBVIE INC | $928K |
ETENERGY TRANSFER L P | $927K |
AMZNAMAZON COM INC | $920K |
TXNTEXAS INSTRS INC | $912K |
AGGISHARES TR | $868K |
MRKMERCK & CO INC | $864K |
VEUVANGUARD INTL EQUITY INDEX F | $804K |
AGLAGILON HEALTH INC | $780K |
VTIVANGUARD INDEX FDS | $773K |
IVOOVANGUARD ADMIRAL FDS INC | $704K |
KRKROGER CO | $693K |
MZTILANCASTER COLONY CORP | $663K |
GOOGLALPHABET INC | $662K |
IVWISHARES TR | $661K |
BSVVANGUARD BD INDEX FDS | $643K |
SCHGSCHWAB STRATEGIC TR | $640K |
DISDISNEY WALT CO | $598K |
VTVVANGUARD INDEX FDS | $593K |
VUGVANGUARD INDEX FDS | $582K |
CVXCHEVRON CORP NEW | $560K |
IWBISHARES TR | $546K |
ECLECOLAB INC | $522K |
LLYLILLY ELI & CO | $496K |
MCDMCDONALDS CORP | $483K |
CSCOCISCO SYS INC | $473K |
AQLTISHARES TR | $471K |
HBANHUNTINGTON BANCSHARES INC | $465K |
VWOVANGUARD INTL EQUITY INDEX F | $458K |
ETNEATON CORP PLC | $451K |
VHTVANGUARD WORLD FDS | $444K |
AMATAPPLIED MATLS INC | $436K |
SCHCSCHWAB STRATEGIC TR | $424K |
DEDEERE & CO | $401K |
PEPPEPSICO INC | $387K |
BACVERIZON COMMUNICATIONS INC | $378K |
CATCATERPILLAR INC | $375K |
TIPISHARES TR | $371K |
NKENIKE INC | $368K |
IWRISHARES TR | $366K |
BACBK OF AMERICA CORP | $363K |
CINFCINCINNATI FINL CORP | $363K |
VTIPVANGUARD MALVERN FDS | $354K |
AEPAMERICAN ELEC PWR CO INC | $348K |
SCHESCHWAB STRATEGIC TR | $345K |
MMM3M CO | $343K |
DGROISHARES TR | $342K |
BKBANK NEW YORK MELLON CORP | $325K |
IWVISHARES TR | $321K |
EEMISHARES TR | $320K |
AMGNAMGEN INC | $316K |
INTCINTEL CORP | $316K |
DFATDIMENSIONAL ETF TRUST | $308K |
PFEPFIZER INC | $306K |
VIOOVANGUARD ADMIRAL FDS INC | $305K |
NDQINVESCO QQQ TR | $293K |
GEFGREIF INC | $291K |
IYRISHARES TR | $290K |
LMTLOCKHEED MARTIN CORP | $282K |
HONHONEYWELL INTL INC | $279K |
MDTMEDTRONIC PLC | $278K |
GOOGALPHABET INC | $275K |
ACWXISHARES TR | $273K |
SPXLDIREXION SHS ETF TR | $257K |
PRFINVESCO EXCHANGE TRADED FD T | $256K |
GSLCGOLDMAN SACHS ETF TR | $254K |
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