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Institutional Investment Manager
Summit Financial Strategies, Inc.
Summit Financial Strategies, Inc. (CIK: 0001625246) incorporated in Ohio, located at 4111 Worth Ave. #510, Columbus, OH. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0001172661-15-000387) filed in 2015.02.13
#
Name
Shares
Value ($)
%
Options
Notes
1 POWERSHARES QQQ TRUST 2,027 209 0.17%
2 VANGUARD INDEX FDS 2,017 211 0.17%
3 BANK AMER CORP 12,458 223 0.18%
4 WORTHINGTON INDS INC 7,589 228 0.18%
5 INTERNATIONAL BUSINESS MACHS 1,463 235 0.19%
6 VANGUARD INDEX FDS 2,979 252 0.20%
7 PEPSICO INC 2,954 279 0.23%
8 JPMORGAN CHASE & CO 4,519 283 0.23%
9 BRISTOL MYERS SQUIBB CO 4,818 284 0.23%
10 MICROSOFT CORP 6,197 288 0.23%
11 VERIZON COMMUNICATIONS INC 6,265 293 0.24%
12 ZS PHARMA INC 7,357 306 0.25%
13 PHILIP MORRIS INTL INC 3,950 322 0.26%
14 ALTRIA GROUP INC 7,457 367 0.30%
15 AT&T INC 12,186 409 0.33%
16 ISHARES TR 4,618 509 0.41%
17 ISHARES TR 5,919 566 0.46%
18 ISHARES COHEN & STEERS REIT ETF 5,921 573 0.46%
19 PPG INDS INC 2,678 619 0.50%
20 MERCK & CO INC 12,346 701 0.57%
21 APPLE INC 6,493 717 0.58%
22 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 26,945 777 0.63%
23 EXXON MOBIL CORP 9,295 859 0.70%
24 PROCTER AND GAMBLE CO 10,825 986 0.80%
25 ISHARES TR 12,463 990 0.80%
26 SPDR S&P 500 ETF TR 5,197 1,068 0.86%
27 BERKSHIRE HATHAWAY INC DEL 5 1,130 0.91%
28 SPDR GOLD TR 13,144 1,493 1.21%
29 SCHWAB U.S. MID-CAP ETF 57,826 2,352 1.90%
30 SCHWAB US AGGREGATE BOND ETF 46,801 2,451 1.98%
31 SCHWAB U.S. SMALL-CAP ETF 48,194 2,656 2.15%
32 SCHWAB INTERNATIONAL EQUITY ETF 123,588 3,573 2.89%
33 BERKSHIRE HATHAWAY INC DEL 43,367 6,512 5.27%
34 SCHWAB U.S. BROAD MARKET ETF 137,229 6,837 5.54%
35 ISHARES TR 145,779 8,869 7.18%
36 VANGUARD MALVERN FDS 235,352 11,353 9.19%
37 ISHARES TR 102,659 11,709 9.48%
38 VANGUARD INDEX FDS 107,138 13,493 10.93%
39 ISHARES TR 103,032 14,919 12.08%
40 ISHARES TR 114,088 23,601 19.11%