0001172661-15-001438.txt : 20150806 0001172661-15-001438.hdr.sgml : 20150806 20150806135329 ACCESSION NUMBER: 0001172661-15-001438 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150806 DATE AS OF CHANGE: 20150806 EFFECTIVENESS DATE: 20150806 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Financial Strategies, Inc. CENTRAL INDEX KEY: 0001625246 IRS NUMBER: 311412791 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16537 FILM NUMBER: 151032306 BUSINESS ADDRESS: STREET 1: 7965 NORTH HIGH STREET, SUITE 350 CITY: COLUMBUS STATE: OH ZIP: 43235-8446 BUSINESS PHONE: 614-885-1115 MAIL ADDRESS: STREET 1: 7965 NORTH HIGH STREET, SUITE 350 CITY: COLUMBUS STATE: OH ZIP: 43235-8446 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001625246 XXXXXXXX 06-30-2015 06-30-2015 false Summit Financial Strategies, Inc.

7965 North High Street, Suite 350 Columbus OH 43235-8446

13F HOLDINGS REPORT 028-16537 N Samantha A.L. Macchia 614-885-1115 /s/ Samantha A.L. Macchia Columbus OH 08-06-2015 0 43 128244 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 262 5339 SH SOLE 0 0 5339 ABBVIE INC COM 00287Y109 316 4710 SH SOLE 0 0 4710 ALTRIA GROUP INC COM 02209S103 365 7468 SH SOLE 0 0 7468 APPLE INC COM 037833100 739 5894 SH SOLE 0 0 5894 AT&T INC COM 00206R102 435 12259 SH SOLE 0 0 12259 BANK AMER CORP COM 060505104 194 11408 SH SOLE 0 0 11408 BERKSHIRE HATHAWAY INC DEL CL A 084670108 819 4 SH SOLE 0 0 4 BRISTOL MYERS SQUIBB CO COM 110122108 321 4826 SH SOLE 0 0 4826 CINCINNATI FINL CORP COM 172062101 380 7572 SH SOLE 0 0 7572 DISNEY WALT CO COM DISNEY 254687106 263 2302 SH SOLE 0 0 2302 EXXON MOBIL CORP COM 30231G102 935 11122 SH SOLE 0 0 11122 INSTALLED BLDG PRODS INC COM 45780R101 364 14861 SH SOLE 0 0 14861 ISHARES TR SELECT DIVID ETF 464287168 937 12463 SH SOLE 0 0 12463 ISHARES TR CORE S&P500 ETF 464287200 22856 110299 SH SOLE 0 0 110299 ISHARES TR CORE US AGGBD ET 464287226 579 5325 SH SOLE 0 0 5325 ISHARES TR MSCI EAFE ETF 464287465 9362 147458 SH SOLE 0 0 147458 ISHARES TR CORE S&P MCP ETF 464287507 15051 100352 SH SOLE 0 0 100352 ISHARES TR COHEN&STEER REIT 464287564 451 5036 SH SOLE 0 0 5036 ISHARES TR RUS 1000 GRW ETF 464287614 480 4851 SH SOLE 0 0 4851 ISHARES TR CORE S&P SCP ETF 464287804 11881 100792 SH SOLE 0 0 100792 JPMORGAN CHASE & CO COM 46625H100 614 9065 SH SOLE 0 0 9065 LOCKHEED MARTIN CORP COM 539830109 1870 10060 SH SOLE 0 0 10060 MERCK & CO INC NEW COM 58933Y105 664 11667 SH SOLE 0 0 11667 MICROSOFT CORP COM 594918104 293 6648 SH SOLE 0 0 6648 PEPSICO INC COM 713448108 279 2991 SH SOLE 0 0 2991 PHILIP MORRIS INTL INC COM 718172109 317 3950 SH SOLE 0 0 3950 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 200 1870 SH SOLE 0 0 1870 PPG INDS INC COM 693506107 458 3988 SH SOLE 0 0 3988 PROCTER & GAMBLE CO COM 742718109 815 10420 SH SOLE 0 0 10420 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 9012 179415 SH SOLE 0 0 179415 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3425 80323 SH SOLE 0 0 80323 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3688 64156 SH SOLE 0 0 64156 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5632 184844 SH SOLE 0 0 184844 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2505 48429 SH SOLE 0 0 48429 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 945 30186 SH SOLE 0 0 30186 SPDR S&P 500 ETF TR TR UNIT 78462F103 748 3635 SH SOLE 0 0 3635 VANGUARD INDEX FDS SML CP GRW ETF 922908595 14581 108616 SH SOLE 0 0 108616 VANGUARD INDEX FDS GROWTH ETF 922908736 216 2017 SH SOLE 0 0 2017 VANGUARD INDEX FDS VALUE ETF 922908744 248 2979 SH SOLE 0 0 2979 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 13323 273678 SH SOLE 0 0 273678 VERIZON COMMUNICATIONS INC COM 92343V104 600 12599 SH SOLE 0 0 12599 WELLS FARGO & CO NEW COM 949746101 391 7064 SH SOLE 0 0 7064 WORTHINGTON INDS INC COM 981811102 430 15178 SH SOLE 0 0 15178