$178 Million is the total value of Summit Financial Strategies, Inc.'s 57 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $1,139,000 | – | 19,077 | +100.0% | 0.64% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $633,000 | – | 25,088 | +100.0% | 0.36% | – |
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $603,000 | – | 6,731 | +100.0% | 0.34% | – |
| CINF | New | CINCINNATI FINL CORP | $387,000 | – | 5,005 | +100.0% | 0.22% | – |
| LANC | New | LANCASTER COLONY CORP | $383,000 | – | 2,167 | +100.0% | 0.22% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $356,000 | – | 5,171 | +100.0% | 0.20% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $293,000 | – | 8,922 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-06
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.