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