Summit Financial Strategies, Inc. Q4 2022 Filing
Filed January 20, 2023
Portfolio Value
$464.4M
Holdings
122
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWDISHARES TR | 9,819 | $0 | 0.00% | |
| 102 | IWBISHARES TR | 15,941 | $0 | 0.00% | |
| 103 | AAPLAPPLE INC | 64,523 | $0 | 0.00% | |
| 104 | SCHMSCHWAB STRATEGIC TR | 479,997 | $0 | 0.00% | |
| 105 | IWFISHARES TR | 5,214 | $0 | 0.00% | |
| 106 | WTHWORTHINGTON INDS INC | 23,895 | $0 | 0.00% | |
| 107 | PRKPARK NATL CORP | 9,048 | $0 | 0.00% | |
| 108 | JPMJPMORGAN CHASE & CO | 10,496 | $0 | 0.00% | |
| 109 | SCHZSCHWAB STRATEGIC TR | 98,039 | $0 | 0.00% | |
| 110 | PGPROCTER AND GAMBLE CO | 13,995 | $0 | 0.00% | |
| 111 | IJHISHARES TR | 123,567 | $0 | 0.00% | |
| 112 | SCHBSCHWAB STRATEGIC TR | 1,367,826 | $0 | 0.00% | |
| 113 | EFVISHARES TR | 68,101 | $0 | 0.00% | |
| 114 | WMTWALMART INC | 8,573 | $0 | 0.00% | |
| 115 | BRK/BBERKSHIRE HATHAWAY INC DEL | 36,597 | $0 | 0.00% | |
| 116 | SCHFSCHWAB STRATEGIC TR | 160,061 | $0 | 0.00% | |
| 117 | GQ9SPDR GOLD TR | 9,934 | $0 | 0.00% | |
| 118 | EFAISHARES TR | 68,949 | $0 | 0.00% | |
| 119 | ABTABBOTT LABS | 11,219 | $0 | 0.00% | |
| 120 | IVVISHARES TR | 148,057 | $0 | 0.00% | |
| 121 | ABBVABBVIE INC | 6,635 | $0 | 0.00% | |
| 122 | SCHXSCHWAB STRATEGIC TR | 62,913 | $0 | 0.00% |
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