$120 Million is the total value of Summit Financial Strategies, Inc.'s 45 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TRselect divid etf | $907,000 | -3.2% | 12,463 | 0.0% | 0.75% | +3.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $781,000 | -4.6% | 4 | 0.0% | 0.65% | +1.4% | |
| IWF | ISHARES TRrus 1000 grw etf | $451,000 | -6.0% | 4,851 | 0.0% | 0.37% | 0.0% | |
| CINF | CINCINNATI FINL CORP | $407,000 | +7.1% | 7,572 | 0.0% | 0.34% | +14.2% | |
| PM | PHILIP MORRIS INTL INC | $313,000 | -1.3% | 3,950 | 0.0% | 0.26% | +5.3% | |
| MSFT | MICROSOFT CORP | $294,000 | +0.3% | 6,648 | 0.0% | 0.24% | +7.0% | |
| PEP | PEPSICO INC | $282,000 | +1.1% | 2,991 | 0.0% | 0.23% | +7.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-03
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 19.3% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 18.1% |
| ISHARES TR | 36 | Q3 2023 | 12.4% |
| ISHARES TR | 36 | Q3 2023 | 9.7% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 7.9% |
| ISHARES TR | 36 | Q3 2023 | 7.8% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 8.0% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 5.6% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 2.3% |
| MICROSOFT CORP | 36 | Q3 2023 | 1.5% |
View Summit Financial Strategies, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-03 |
View Summit Financial Strategies, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.