Summit Financial Strategies

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

Companies in the Summit Financial Strategies portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 16.09 112126 298.52
Schwab U S Broad Market ETF (SCHB) 16.04 470085 71.02
Vanguard Small-Cap Growth ETF (VBK) 10.62 121380 182.04
iShares S&P; MidCap 400 Index (IJH) 9.59 103298 193.23
Sch Us Mid-cap Etf etf 7.11 261828 +2% 56.54
Schwab International Equity ETF (SCHF) 6.37 415900 +2% 31.86
iShares S&P; SmallCap 600 Index (IJR) 6.17 165024 77.84
iShares MSCI EAFE Index Fund (EFA) 5.43 173373 65.21
Schwab U S Small Cap ETF (SCHA) 4.95 147657 +2% 69.73
Berkshire Hathaway (BRK.B) 3.88 38802 -2% 208.03
Schwab Strategic Tr us aggregate b 2.14 82677 +2% 53.85
SPDR S&P; 500 ETF (SPY) 0.70 4924 296.71
Procter & Gamble Company (PG) 0.67 11145 124.36
Apple (AAPL) 0.66 6156 NEW 224.01
iShares Dow Jones Select Dividend (DVY) 0.61 12463 101.98
Schwab Intl Small Cap Equity ETF (SCHC) 0.52 34207 +2% 31.81
Texas Instruments Incorporated (TXN) 0.48 7811 129.18
Microsoft Corporation (MSFT) 0.45 6795 139.07
iShares Russell 1000 Growth Index (IWF) 0.37 4806 159.59
Wal-Mart Stores (WMT) 0.35 6097 -2% 118.75
SPDR S&P; Dividend (SDY) 0.33 6731 102.66
iShares Cohen & Steers Realty Maj. (ICF) 0.31 5388 -11% 120.08
iShares Lehman Aggregate Bond (AGG) 0.28 5217 113.09
Amazon (AMZN) 0.27 322 1732.92
Schwab Strategic Tr us lrg cap etf 0.27 7961 70.97
Abbott Laboratories (ABT) 0.26 6551 -14% 83.65
Merck & Co (MRK) 0.26 6469 84.25
Sch Fnd Intl Lg Etf 0.26 19300 27.56
Schwab U S Large Cap Growth ETF (SCHG) 0.21 5209 84.09
Vanguard Malvern Fds strm infproidx 0.21 8710 -30% 49.02
Abbvie 0.20 5477 -10% 75.77
AT&T; (T) 0.19 10622 37.85
Verizon Communications (VZ) 0.19 6472 60.41
Cincinnati Financial Corporation (CINF) 0.19 3443 NEW 116.76
JPMorgan Chase & Co. (JPM) 0.18 3132 117.82
Pepsi (PEP) 0.18 2719 137.18
McDonald's Corporation (MCD) 0.17 1663 214.67
Vanguard S&p 500 Etf idx fd 0.17 1286 NEW 272.94
Lockheed Martin Corporation (LMT) 0.16 876 390.41
Vanguard Health Care ETF (VHT) 0.16 1959 167.43
Berkshire Hathaway (BRK.A) 0.15 1 312000.00
Walt Disney Company (DIS) 0.14 2307 +11% 130.47
Lancaster Colony (LANC) 0.14 2167 138.44
NIKE (NKE) 0.14 3139 93.98
Worthington Industries (WOR) 0.14 8327 NEW 36.03
Direxion Daily Large Cp Bull 3X Shs (BGU) 0.13 5120 +28% 52.34
Vanguard Growth ETF (VUG) 0.13 1640 166.46
Vanguard Value ETF (VTV) 0.13 2336 111.73
ISHARES TR MSCI Small Cap msci small cap 0.13 4879 -6% 57.18
Exxon Mobil Corporation (XOM) 0.12 3590 -11% 70.75
Invesco Qqq Trust Series 1 0.12 1356 -10% 188.79
Huntington Bancshares Incorporated (HBAN) 0.11 16272 14.26
3M Company (MMM) 0.11 1419 +13% 164.20
Vanguard Utilities ETF (VPU) 0.11 1607 143.75
Altria (MO) 0.10 5017 -21% 40.86
Philip Morris International (PM) 0.10 2800 76.07
Mondelez Int 0.10 3647 -6% 55.39
Invesco Exchange Traded Fd T ftse rafi 1000 0.10 1809 -34% 117.74
Invesco Exchng Traded Fd Tr ftse rafi sml 0.10 7038 29.41

Past 13F-HR SEC Filings by Summit Financial Strategies

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