$173 Million is the total value of Summit Financial Strategies, Inc.'s 51 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TRselect divid etf | $1,167,000 | +1.6% | 12,463 | 0.0% | 0.67% | -2.9% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,099,000 | +7.9% | 4 | 0.0% | 0.63% | +3.3% | |
| IWF | ISHARES TRrus 1000 grw etf | $601,000 | +5.1% | 4,806 | 0.0% | 0.35% | +0.6% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $302,000 | +4.5% | 2,275 | 0.0% | 0.17% | 0.0% | |
| LMT | LOCKHEED MARTIN CORP | $272,000 | +11.9% | 876 | 0.0% | 0.16% | +6.8% | |
| QQQ | POWERSHARES QQQ TRUSTunit ser 1 | $259,000 | +5.3% | 1,784 | 0.0% | 0.15% | +0.7% | |
| TXN | TEXAS INSTRS INC | $252,000 | +16.1% | 2,815 | 0.0% | 0.14% | +10.7% | |
| MCD | MCDONALDS CORP | $244,000 | +2.1% | 1,558 | 0.0% | 0.14% | -2.1% | |
| PDN | POWERSHARES ETF TR IIex us sml port | $239,000 | +5.3% | 7,277 | 0.0% | 0.14% | +0.7% | |
| VTV | VANGUARD INDEX FDSvalue etf | $233,000 | +3.1% | 2,336 | 0.0% | 0.13% | -1.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-09
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.