Summit Financial Strategies, Inc. Q4 2021 Filing
Filed February 3, 2022
Portfolio Value
$518.1M
Holdings
125
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (125 positions)
| Stock | Value |
|---|---|
SCHBSCHWAB STRATEGIC TR | $74K |
IVVISHARES TR | $73K |
IJHISHARES TR | $36K |
VBKVANGUARD INDEX FDS | $35K |
SCHFSCHWAB STRATEGIC TR | $34K |
SCHMSCHWAB STRATEGIC TR | $33K |
EFVISHARES TR | $31K |
PKGPACKAGING CORP AMER | $27K |
IJRISHARES TR | $23K |
SCHASCHWAB STRATEGIC TR | $20K |
EFAISHARES TR | $19K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11K |
AAPLAPPLE INC | $11K |
MSFTMICROSOFT CORP | $7K |
SCHZSCHWAB STRATEGIC TR | $7K |
SCHXSCHWAB STRATEGIC TR | $4K |
SHWSHERWIN WILLIAMS CO | $3K |
VOOVANGUARD INDEX FDS | $3K |
SPYSPDR S&P 500 ETF TR | $3K |
PGPROCTER AND GAMBLE CO | $2K |
TSLATESLA INC | $2K |
GQ9SPDR GOLD TR | $2K |
IWFISHARES TR | $2K |
IWDISHARES TR | $2K |
ABTABBOTT LABS | $2K |
MTDMETTLER TOLEDO INTERNATIONAL | $2K |
WTHWORTHINGTON INDS INC | $2K |
MMM3M CO | $1K |
WMTWALMART INC | $1K |
VTIVANGUARD INDEX FDS | $1K |
PRKPARK NATL CORP | $1K |
VEUVANGUARD INTL EQUITY INDEX F | $1K |
TXNTEXAS INSTRS INC | $1K |
JPMJPMORGAN CHASE & CO | $1K |
VUGVANGUARD INDEX FDS | $1K |
JNJJOHNSON & JOHNSON | $1K |
AGGISHARES TR | $1K |
XOMEXXON MOBIL CORP | $983 |
AMZNAMAZON COM INC | $979 |
GOOGLALPHABET INC | $933 |
ABBVABBVIE INC | $926 |
VEAVANGUARD TAX-MANAGED INTL FD | $914 |
SCHGSCHWAB STRATEGIC TR | $880 |
DISDISNEY WALT CO | $870 |
ECLECOLAB INC | $847 |
IVOOVANGUARD ADMIRAL FDS INC | $847 |
AMATAPPLIED MATLS INC | $839 |
BSVVANGUARD BD INDEX FDS | $822 |
EEMISHARES TR | $762 |
NKENIKE INC | $742 |
MZTILANCASTER COLONY CORP | $731 |
SCHCSCHWAB STRATEGIC TR | $713 |
ETENERGY TRANSFER L P | $691 |
VTVVANGUARD INDEX FDS | $683 |
KRKROGER CO | $604 |
HBANHUNTINGTON BANCSHARES INC | $602 |
CINFCINCINNATI FINL CORP | $576 |
BACBK OF AMERICA CORP | $572 |
NDQINVESCO QQQ TR | $570 |
AQLTISHARES TR | $538 |
VHTVANGUARD WORLD FDS | $529 |
SCZISHARES TR | $520 |
VIOOVANGUARD ADMIRAL FDS INC | $518 |
BKBANK NEW YORK MELLON CORP | $491 |
CATCATERPILLAR INC | $480 |
MRKMERCK & CO INC | $473 |
PEPPEPSICO INC | $464 |
SPXLDIREXION SHS ETF TR | $453 |
SCHESCHWAB STRATEGIC TR | $450 |
MCDMCDONALDS CORP | $449 |
IWVISHARES TR | $430 |
GOOGALPHABET INC | $425 |
IYRISHARES TR | $399 |
INTCINTEL CORP | $389 |
BLKCHFBLACKROCK INC | $387 |
DEDEERE & CO | $378 |
LLYLILLY ELI & CO | $372 |
ACWXISHARES TR | $371 |
VWOVANGUARD INTL EQUITY INDEX F | $360 |
MDTMEDTRONIC PLC | $356 |
HDHOME DEPOT INC | $352 |
PDNINVESCO EXCH TRADED FD TR II | $351 |
GSLCGOLDMAN SACHS ETF TR | $341 |
VTIPVANGUARD MALVERN FDS | $335 |
IBPINSTALLED BLDG PRODS INC | $331 |
METAMETA PLATFORMS INC | $327 |
SCHHSCHWAB STRATEGIC TR | $318 |
PRFINVESCO EXCHANGE TRADED FD T | $317 |
AMGNAMGEN INC | $315 |
ARKGARK ETF TR | $313 |
VBRVANGUARD INDEX FDS | $302 |
BACVERIZON COMMUNICATIONS INC | $299 |
IYHISHARES TR | $295 |
COSTCOSTCO WHSL CORP NEW | $286 |
SHOPSHOPIFY INC | $284 |
VPUVANGUARD WORLD FDS | $272 |
DGROISHARES TR | $271 |
XCHYXCALAMOS CONV & HIGH INCOME F | $267 |
SCHPSCHWAB STRATEGIC TR | $266 |
NVDANVIDIA CORPORATION | $265 |
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