$137 Million is the total value of Summit Financial Strategies, Inc.'s 39 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABBV | Exit | ABBVIE INC | $0 | – | -3,262 | -100.0% | -0.14% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -2,439 | -100.0% | -0.16% | – |
| LB | Exit | L BRANDS INC | $0 | – | -3,623 | -100.0% | -0.16% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -2,275 | -100.0% | -0.17% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -2,703 | -100.0% | -0.18% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -6,383 | -100.0% | -0.23% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -5,267 | -100.0% | -0.32% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -336,518 | -100.0% | -11.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 39 | Q2 2024 | 19.3% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 18.1% |
| ISHARES TR | 39 | Q2 2024 | 12.4% |
| ISHARES TR | 39 | Q2 2024 | 9.7% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 7.9% |
| ISHARES TR | 39 | Q2 2024 | 7.8% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 8.0% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 5.6% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 2.3% |
| MICROSOFT CORP | 39 | Q2 2024 | 1.5% |
View Summit Financial Strategies, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-23 |
| 13F-HR | 2024-07-19 |
| 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 |
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.