Summit Financial Strategies, Inc. Q4 2024 Filing
Filed January 22, 2025
Portfolio Value
$906K
Holdings
148
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (148 positions)
| Stock | Value |
|---|---|
DFICDIMENSIONAL ETF TRUST | $98.4M |
SCHBSCHWAB STRATEGIC TR | $92.0M |
FBNDFIDELITY MERRIMACK STR TR | $78.0M |
SCHMSCHWAB STRATEGIC TR | $53.8M |
DFLVDIMENSIONAL ETF TRUST | $50.4M |
AVEMAMERICAN CENTY ETF TR | $49.6M |
PKGPACKAGING CORP AMER | $48.3M |
VBKVANGUARD INDEX FDS | $38.9M |
IJHISHARES TR | $37.9M |
SCHASCHWAB STRATEGIC TR | $28.3M |
IJRISHARES TR | $22.8M |
DFGRDIMENSIONAL ETF TRUST | $18.9M |
AAPLAPPLE INC | $17.5M |
DFATDIMENSIONAL ETF TRUST | $17.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $13.5M |
SCHZSCHWAB STRATEGIC TR | $11.1M |
MSFTMICROSOFT CORP | $10.5M |
WMTWALMART INC | $7.7M |
SCHFSCHWAB STRATEGIC TR | $5.4M |
JCPBJ P MORGAN EXCHANGE TRADED F | $4.7M |
EFAISHARES TR | $4.6M |
JMUBJ P MORGAN EXCHANGE TRADED F | $4.4M |
TSLATESLA INC | $4.3M |
IWBISHARES TR | $4.1M |
DFUVDIMENSIONAL ETF TRUST | $4.0M |
VEAVANGUARD TAX-MANAGED FDS | $4.0M |
SCHXSCHWAB STRATEGIC TR | $3.7M |
VWOVANGUARD INTL EQUITY INDEX F | $3.4M |
CIVBCIVISTA BANCSHARES INC | $3.0M |
JPMJPMORGAN CHASE & CO. | $2.5M |
IWRISHARES TR | $2.5M |
SCHPSCHWAB STRATEGIC TR | $2.4M |
EFVISHARES TR | $2.4M |
GQ9SPDR GOLD TR | $2.4M |
IWFISHARES TR | $2.0M |
AMZNAMAZON COM INC | $1.9M |
PGPROCTER AND GAMBLE CO | $1.9M |
IWDISHARES TR | $1.8M |
BSVVANGUARD BD INDEX FDS | $1.8M |
PRKPARK NATL CORP | $1.7M |
VOVANGUARD INDEX FDS | $1.7M |
ABBVABBVIE INC | $1.7M |
ETENERGY TRANSFER L P | $1.7M |
NVDANVIDIA CORPORATION | $1.6M |
GOOGLALPHABET INC | $1.6M |
XOMEXXON MOBIL CORP | $1.4M |
VTIVANGUARD INDEX FDS | $1.4M |
IVWISHARES TR | $1.4M |
VUGVANGUARD INDEX FDS | $1.3M |
IWMISHARES TR | $1.2M |
VTVVANGUARD INDEX FDS | $1.2M |
ABTABBOTT LABS | $1.1M |
TXNTEXAS INSTRS INC | $1.1M |
IVOOVANGUARD ADMIRAL FDS INC | $1.1M |
SCHGSCHWAB STRATEGIC TR | $962K |
VSSVANGUARD INTL EQUITY INDEX F | $945K |
AMATAPPLIED MATLS INC | $866K |
VEUVANGUARD INTL EQUITY INDEX F | $785K |
JAAAJANUS DETROIT STR TR | $771K |
JNJJOHNSON & JOHNSON | $752K |
ECLECOLAB INC | $744K |
CATCATERPILLAR INC | $681K |
BKBANK NEW YORK MELLON CORP | $649K |
SMMUPIMCO ETF TR | $620K |
SPYMSPDR SER TR | $600K |
AGGISHARES TR | $599K |
CINFCINCINNATI FINL CORP | $582K |
AQLTISHARES TR | $576K |
GOOGALPHABET INC | $575K |
ETNEATON CORP PLC | $560K |
SPXLDIREXION SHS ETF TR | $546K |
MRKMERCK & CO INC | $537K |
WTHWORTHINGTON ENTERPRISES INC | $535K |
HDHOME DEPOT INC | $513K |
HBANHUNTINGTON BANCSHARES INC | $504K |
IAGGISHARES TR | $492K |
SCHHSCHWAB STRATEGIC TR | $492K |
MCDMCDONALDS CORP | $492K |
AEPAMERICAN ELEC PWR CO INC | $486K |
DGROISHARES TR | $471K |
DISDISNEY WALT CO | $456K |
ZMX1WIDEPOINT CORP | $444K |
VOEVANGUARD INDEX FDS | $437K |
VHTVANGUARD WORLD FD | $432K |
IWVISHARES TR | $411K |
DEDEERE & CO | $409K |
VIOOVANGUARD ADMIRAL FDS INC | $399K |
VBRVANGUARD INDEX FDS | $390K |
SCHESCHWAB STRATEGIC TR | $379K |
CVXCHEVRON CORP NEW | $378K |
PRFINVESCO EXCHANGE TRADED FD T | $372K |
AMGNAMGEN INC | $364K |
IBPINSTALLED BLDG PRODS INC | $359K |
EEMISHARES TR | $356K |
GSLCGOLDMAN SACHS ETF TR | $355K |
SCHCSCHWAB STRATEGIC TR | $352K |
BILSPDR SER TR | $349K |
BACBANK AMERICA CORP | $341K |
VTIPVANGUARD MALVERN FDS | $336K |
AVLVAMERICAN CENTY ETF TR | $335K |
Page 1 of 2Next