Summit Financial Strategies, Inc. Q4 2021 Filing
Filed February 3, 2022
Portfolio Value
$518K
Holdings
125
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (125 positions)
| Stock | Value |
|---|---|
SCHBSCHWAB STRATEGIC TR | $73.8M |
IVVISHARES TR | $73.1M |
IJHISHARES TR | $35.8M |
VBKVANGUARD INDEX FDS | $35.5M |
SCHFSCHWAB STRATEGIC TR | $33.8M |
SCHMSCHWAB STRATEGIC TR | $33.2M |
EFVISHARES TR | $31.3M |
PKGPACKAGING CORP AMER | $27.4M |
IJRISHARES TR | $23.2M |
SCHASCHWAB STRATEGIC TR | $19.5M |
EFAISHARES TR | $19.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11.4M |
AAPLAPPLE INC | $10.9M |
MSFTMICROSOFT CORP | $7.3M |
SCHZSCHWAB STRATEGIC TR | $6.5M |
SCHXSCHWAB STRATEGIC TR | $3.7M |
SHWSHERWIN WILLIAMS CO | $2.9M |
VOOVANGUARD INDEX FDS | $2.8M |
SPYSPDR S&P 500 ETF TR | $2.6M |
PGPROCTER AND GAMBLE CO | $2.3M |
GQ9SPDR GOLD TR | $1.8M |
IWFISHARES TR | $1.7M |
IWDISHARES TR | $1.7M |
ABTABBOTT LABS | $1.6M |
WTHWORTHINGTON INDS INC | $1.5M |
MMM3M CO | $1.5M |
WMTWALMART INC | $1.4M |
VTIVANGUARD INDEX FDS | $1.3M |
PRKPARK NATL CORP | $1.3M |
VEUVANGUARD INTL EQUITY INDEX F | $1.2M |
TXNTEXAS INSTRS INC | $1.2M |
JPMJPMORGAN CHASE & CO | $1.1M |
VUGVANGUARD INDEX FDS | $1.1M |
JNJJOHNSON & JOHNSON | $1.0M |
AGGISHARES TR | $1.0M |
XOMEXXON MOBIL CORP | $983K |
ABBVABBVIE INC | $926K |
VEAVANGUARD TAX-MANAGED INTL FD | $914K |
SCHGSCHWAB STRATEGIC TR | $880K |
DISDISNEY WALT CO | $870K |
ECLECOLAB INC | $847K |
IVOOVANGUARD ADMIRAL FDS INC | $847K |
AMATAPPLIED MATLS INC | $839K |
BSVVANGUARD BD INDEX FDS | $822K |
EEMISHARES TR | $762K |
NKENIKE INC | $742K |
MZTILANCASTER COLONY CORP | $731K |
SCHCSCHWAB STRATEGIC TR | $713K |
ETENERGY TRANSFER L P | $691K |
VTVVANGUARD INDEX FDS | $683K |
KRKROGER CO | $604K |
HBANHUNTINGTON BANCSHARES INC | $602K |
CINFCINCINNATI FINL CORP | $576K |
BACBK OF AMERICA CORP | $572K |
NDQINVESCO QQQ TR | $570K |
AQLTISHARES TR | $538K |
VHTVANGUARD WORLD FDS | $529K |
SCZISHARES TR | $520K |
VIOOVANGUARD ADMIRAL FDS INC | $518K |
BKBANK NEW YORK MELLON CORP | $491K |
CATCATERPILLAR INC | $480K |
MRKMERCK & CO INC | $473K |
PEPPEPSICO INC | $464K |
SPXLDIREXION SHS ETF TR | $453K |
SCHESCHWAB STRATEGIC TR | $450K |
MCDMCDONALDS CORP | $449K |
IWVISHARES TR | $430K |
IYRISHARES TR | $399K |
INTCINTEL CORP | $389K |
DEDEERE & CO | $378K |
LLYLILLY ELI & CO | $372K |
ACWXISHARES TR | $371K |
VWOVANGUARD INTL EQUITY INDEX F | $360K |
MDTMEDTRONIC PLC | $356K |
HDHOME DEPOT INC | $352K |
PDNINVESCO EXCH TRADED FD TR II | $351K |
GSLCGOLDMAN SACHS ETF TR | $341K |
VTIPVANGUARD MALVERN FDS | $335K |
IBPINSTALLED BLDG PRODS INC | $331K |
METAMETA PLATFORMS INC | $327K |
SCHHSCHWAB STRATEGIC TR | $318K |
PRFINVESCO EXCHANGE TRADED FD T | $317K |
AMGNAMGEN INC | $315K |
ARKGARK ETF TR | $313K |
VBRVANGUARD INDEX FDS | $302K |
BACVERIZON COMMUNICATIONS INC | $299K |
IYHISHARES TR | $295K |
VPUVANGUARD WORLD FDS | $272K |
DGROISHARES TR | $271K |
XCHYXCALAMOS CONV & HIGH INCOME F | $267K |
SCHPSCHWAB STRATEGIC TR | $266K |
NVDANVIDIA CORPORATION | $265K |
DREUSDDUKE REALTY CORP | $263K |
STWDSTARWOOD PPTY TR INC | $260K |
GEFGREIF INC | $256K |
LMTLOCKHEED MARTIN CORP | $254K |
PFEPFIZER INC | $250K |
IVWISHARES TR | $243K |
DFACDIMENSIONAL ETF TRUST | $239K |
VOTVANGUARD INDEX FDS | $233K |
Page 1 of 2Next