Summit Financial Strategies

Latest statistics and disclosures from Summit Financial Strategies's latest quarterly 13F-HR filing:

Portfolio Holdings for Summit Financial Strategies

Companies in the Summit Financial Strategies portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P 500 Index (IVV) 18.52 132.15k +20% 258.40
Schwab U S Broad Market ETF (SCHB) 15.96 486.88k 60.43
Vanguard Small-Cap Growth ETF (VBK) 9.75 119.66k NEW 150.30
iShares S&P MidCap 400 Index (IJH) 7.94 101.81k 143.86
Schwab International Equity ETF (SCHF) 6.38 455.36k +8% 25.84
Sch Us Mid-cap Etf etf (SCHM) 6.05 264.38k 42.16
iShares MSCI EAFE Index Fund (EFA) 5.41 186.60k +9% 53.46
iShares S&P SmallCap 600 Index (IJR) 5.12 168.19k +3% 56.11
Schwab U S Small Cap ETF (SCHA) 4.62 165.34k +9% 51.52
Berkshire Hathaway (BRK.B) 3.75 37.81k 182.84
Schwab Strategic Tr us aggregate b (SCHZ) 2.34 79.48k -6% 54.27
Packaging Corporation of America (PKG) 1.62 34.29k 86.84
Apple (AAPL) 1.02 7.38k -2% 254.30
Microsoft Corporation (MSFT) 0.71 8.27k +21% 157.72
Spdr S&p 500 Etf (SPY) 0.69 4.91k 257.74
Procter & Gamble Company (PG) 0.66 11.12k 110.02
Wal-Mart Stores (WMT) 0.64 10.36k NEW 113.66
Schwab Strategic Tr us lrg cap etf (SCHX) 0.60 18.09k +51% 61.26
Schwab Intl Small Cap Equity ETF (SCHC) 0.49 36.71k +7% 24.41
Vanguard S&p 500 Etf idx (VOO) 0.41 3.23k +63% 236.70
iShares Russell 1000 Growth Index (IWF) 0.39 4.73k 150.61
Texas Instruments Incorporated (TXN) 0.38 7.10k -5% 99.87
Vanguard FTSE All-World ex-US ETF (VEU) 0.38 17.02k NEW 41.00
Amazon (AMZN) 0.34 325 1947.69
iShares Lehman Aggregate Bond (AGG) 0.33 5.28k 115.41
JPMorgan Chase & Co. (JPM) 0.28 5.70k +19% 90.00
Abbott Laboratories (ABT) 0.27 6.43k 78.86
iShares MSCI Emerging Markets Indx (EEM) 0.26 13.84k NEW 34.09
Merck & Co (MRK) 0.24 5.85k -14% 76.87
Vanguard Malvern Fds strm infproidx (VTIP) 0.23 8.71k +7% 48.67
Schwab U S Large Cap Growth ETF (SCHG) 0.23 5.25k 79.65
Abbvie (ABBV) 0.21 5.19k -6% 76.26
Lancaster Colony (LANC) 0.21 2.69k 144.77
Exxon Mobil Corporation (XOM) 0.19 9.30k +112% 37.97
Intel Corporation (INTC) 0.19 6.37k 54.13
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.18 13.16k NEW 25.84
Vanguard Health Care ETF (VHT) 0.18 1.96k 165.90
iShares Dow Jones Select Dividend (DVY) 0.18 4.39k -64% 73.54
Pepsi (PEP) 0.17 2.66k -2% 119.92
Johnson & Johnson (JNJ) 0.17 2.41k -4% 131.01
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.16 6.53k +32% 44.89
Verizon Communications (VZ) 0.16 5.42k NEW 53.64
Amgen (AMGN) 0.15 1.40k -2% 202.86
Lockheed Martin Corporation (LMT) 0.15 826 338.98
Invesco Qqq Trust Series 1 (QQQ) 0.15 1.46k +7% 190.57
Berkshire Hathaway (BRK.A) 0.15 1 272000.00
iShares Cohen & Steers Realty Maj. (ICF) 0.15 2.92k -44% 91.62
Vanguard Growth ETF (VUG) 0.14 1.70k 156.75
Nike (NKE) 0.14 3.18k 82.81
McDonald's Corporation (MCD) 0.14 1.56k -5% 165.60
Huntington Bancshares Incorporated (HBAN) 0.14 31.27k 8.22
At&t (T) 0.13 8.11k -15% 29.10
iShares Dow Jones US Real Estate (IYR) 0.13 3.35k NEW 69.59
Walt Disney Company (DIS) 0.12 2.29k 96.51
Vanguard Value ETF (VTV) 0.12 2.42k NEW 89.11
Vanguard Total Stock Market ETF (VTI) 0.12 1.65k NEW 128.86
United States Oil Fund 0.07 31.61k NEW 4.21

Past Filings by Summit Financial Strategies

View past SEC 13F filings by Summit Financial Strategies

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