Summit Financial Strategies, Inc. Q3 2022 Filing

Filed October 21, 2022

Portfolio Value

$421.2M

Holdings

118

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (118 positions)

#	Stock	Shares	Value	% Portfolio	Type
101	GSLCGOLDMAN SACHS ETF TR	3,579	$254K	0.06%
102	UPSUNITED PARCEL SERVICE INC	1,529	$247K	0.06%
103	CVSCVS HEALTH CORP	2,518	$240K	0.06%
104	HDHOME DEPOT INC	866	$239K	0.06%
105	VBRVANGUARD INDEX FDS	1,651	$237K	0.06%
106	VPUVANGUARD WORLD FDS	1,653	$235K	0.06%
107	IBMINTERNATIONAL BUSINESS MACHS	1,850	$220K	0.05%
108	SCHHSCHWAB STRATEGIC TR	11,596	$217K	0.05%
109	PDNINVESCO EXCH TRADED FD TR II	8,369	$214K	0.05%
110	NSCNORFOLK SOUTHN CORP	1,010	$212K	0.05%
111	IJTISHARES TR	2,023	$206K	0.05%
112	STWDSTARWOOD PPTY TR INC	10,718	$195K	0.05%
113	XCHYXCALAMOS CONV & HIGH INCOME F	16,489	$166K	0.04%
114	EVCMEVERCOMMERCE INC	12,226	$134K	0.03%
115	UAUNDER ARMOUR INC	10,270	$61K	0.01%
116	ZMX1WIDEPOINT CORP	21,862	$47K	0.01%
117	DBDEURDIEBOLD NIXDORF INC	10,079	$25K	0.01%
118	IVDAIVEDA SOLUTIONS INC	10,000	$7K	0.00%

PreviousPage 2 of 2