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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 (2016Q3)
Original 13F HR (0001172661-16-004145) filed in 2016.11.10
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 112,820 24,545 17.22%
2 VANGUARD MALVERN FDS 333,380 16,552 11.61%
3 ISHARES TR 99,062 15,326 10.75%
4 SCHWAB U.S. BROAD MARKET ETF 287,229 15,028 10.54%
5 VANGUARD INDEX FDS 113,908 15,011 10.53%
6 ISHARES TR 97,075 12,052 8.45%
7 ISHARES TR 164,713 9,739 6.83%
8 SCHWAB INTERNATIONAL EQUITY ETF 250,394 7,209 5.06%
9 SCHWAB U.S. MID-CAP ETF 127,927 5,567 3.90%
10 SCHWAB U.S. SMALL-CAP ETF 90,088 5,185 3.64%
11 SCHWAB US AGGREGATE BOND ETF 52,552 2,820 1.98%
12 ISHARES TR 12,463 1,068 0.75%
13 PROCTER AND GAMBLE CO 10,497 942 0.66%
14 BERKSHIRE HATHAWAY INC DEL 4 865 0.61%
15 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 27,702 855 0.60%
16 SPDR S&P 500 ETF TR 3,511 759 0.53%
17 APPLE INC 6,527 738 0.52%
18 MICROSOFT CORP 8,850 510 0.36%
19 ISHARES TR 4,806 501 0.35%
20 MERCK & CO INC 7,933 495 0.35%
21 POWERSHARES N/C 6/4/18 46137V613 5,236 490 0.34%
22 AT&T INC 11,876 482 0.34%
23 ALTRIA GROUP INC 7,366 466 0.33%
24 EXXON MOBIL CORP 5,085 444 0.31%
25 ISHARES COHEN & STEERS REIT ETF 4,193 440 0.31%
26 PHILIP MORRIS INTL INC 3,950 384 0.27%
27 VERIZON COMMUNICATIONS INC 6,297 327 0.23%
28 PEPSICO INC 2,747 299 0.21%
29 ISHARES TR 2,632 296 0.21%
30 PPG INDS INC 2,703 279 0.20%
31 VANGUARD INDEX FDS 2,275 255 0.18%
32 3M CO 1,426 251 0.18%
33 JPMORGAN CHASE & CO 3,628 242 0.17%
34 BRISTOL MYERS SQUIBB CO 4,448 240 0.17%
35 POWERSHARES QQQ TRUST 1,870 222 0.16%
36 LOCKHEED MARTIN CORP 917 220 0.15%
37 ABBOTT LABS 5,130 217 0.15%
38 VANGUARD INDEX FDS 2,439 212 0.15%
39 GENERAL ELECTRIC CO 7,158 212 0.15%
40 ABBVIE INC 3,262 206 0.14%
41 L BRANDS INC 2,855 202 0.14%
42 DISNEY WALT CO 2,153 200 0.14%
43 HUNTINGTON BANC 10,938 108 0.08%
44 CENTURY ALUM CO COM 15,000 104 0.07%