0001172661-16-002375.txt : 20160201 0001172661-16-002375.hdr.sgml : 20160201 20160201150207 ACCESSION NUMBER: 0001172661-16-002375 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160201 DATE AS OF CHANGE: 20160201 EFFECTIVENESS DATE: 20160201 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: 161376935 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 12-31-2015 12-31-2015 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 02-01-2016 0 45 128523 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 232 5164 SH SOLE 0 0 5164 ABBVIE INC COM 00287Y109 265 4466 SH SOLE 0 0 4466 ALTRIA GROUP INC COM 02209S103 429 7362 SH SOLE 0 0 7362 APPLE INC COM 037833100 737 7004 SH SOLE 0 0 7004 BERKSHIRE HATHAWAY INC DEL CL A 084670108 791 4 SH SOLE 0 0 4 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5339 40437 SH SOLE 0 0 40437 BRISTOL MYERS SQUIBB CO COM 110122108 281 4088 SH SOLE 0 0 4088 CINCINNATI FINL CORP COM 172062101 408 6897 SH SOLE 0 0 6897 DISNEY WALT CO COM DISNEY 254687106 243 2312 SH SOLE 0 0 2312 EXXON MOBIL CORP COM 30231G102 399 5123 SH SOLE 0 0 5123 ISHARES TR SELECT DIVID ET 464287168 937 12463 SH SOLE 0 0 12463 ISHARES TR CORE S&P500 ETF 464287200 22877 111666 SH SOLE 0 0 111666 ISHARES TR CORE US AGGBD E 464287226 448 4144 SH SOLE 0 0 4144 ISHARES TR MSCI EMG MKT ET 464287234 366 11374 SH SOLE 0 0 11374 ISHARES TR MSCI EAFE ETF 464287465 8579 146101 SH SOLE 0 0 146101 ISHARES TR CORE S&P MCP ET 464287507 14035 100741 SH SOLE 0 0 100741 ISHARES TR COHEN&STEER REI 464287564 467 4702 SH SOLE 0 0 4702 ISHARES TR RUS 1000 GRW ET 464287614 483 4851 SH SOLE 0 0 4851 ISHARES TR CORE S&P SCP ET 464287804 10943 99384 SH SOLE 0 0 99384 JPMORGAN CHASE & CO COM 46625H100 249 3777 SH SOLE 0 0 3777 LOCKHEED MARTIN CORP COM 539830109 596 2744 SH SOLE 0 0 2744 MERCK & CO INC NEW COM 58933Y105 444 8414 SH SOLE 0 0 8414 MICROSOFT CORP COM 594918104 371 6690 SH SOLE 0 0 6690 PEPSICO INC COM 713448108 295 2954 SH SOLE 0 0 2954 PHILIP MORRIS INTL INC COM 718172109 347 3950 SH SOLE 0 0 3950 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 410 4718 SH SOLE 0 0 4718 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 209 1870 SH SOLE 0 0 1870 PPG INDS INC COM 693506107 304 3078 SH SOLE 0 0 3078 PROCTER & GAMBLE CO COM 742718109 803 10110 SH SOLE 0 0 10110 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 10268 209376 SH SOLE 0 0 209376 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 651 13396 SH SOLE 0 0 13396 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3807 95004 SH SOLE 0 0 95004 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3547 68093 SH SOLE 0 0 68093 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 265 13602 SH SOLE 0 0 13602 SCHWAB STRATEGIC TR SCHWB FDT INT L 808524755 405 16989 SH SOLE 0 0 16989 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4663 169179 SH SOLE 0 0 169179 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2538 49273 SH SOLE 0 0 49273 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 863 29933 SH SOLE 0 0 29933 SPDR S&P 500 ETF TR TR UNIT 78462F103 752 3686 SH SOLE 0 0 3686 VANGUARD INDEX FDS SML CP GRW ETF 922908595 13207 108754 SH SOLE 0 0 108754 VANGUARD INDEX FDS GROWTH ETF 922908736 242 2275 SH SOLE 0 0 2275 VANGUARD INDEX FDS VALUE ETF 922908744 268 3292 SH SOLE 0 0 3292 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 14248 294675 SH SOLE 0 0 294675 VERIZON COMMUNICATIONS INC COM 92343V104 302 6543 SH SOLE 0 0 6543 WELLS FARGO & CO NEW COM 949746101 210 3871 SH SOLE 0 0 3871