0001172661-16-003206.txt : 20160509 0001172661-16-003206.hdr.sgml : 20160509 20160509123538 ACCESSION NUMBER: 0001172661-16-003206 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160509 DATE AS OF CHANGE: 20160509 EFFECTIVENESS DATE: 20160509 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: 161630746 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 03-31-2016 03-31-2016 false Summit Financial Strategies, Inc.

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

13F HOLDINGS REPORT 028-16537 N Timothy W. Swain 614-885-1115 /s/ Timothy W. Swain Columbus OH 05-09-2016 0 44 136623 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 217 5188 SH SOLE 0 0 5188 ABBVIE INC COM 00287Y109 255 4466 SH SOLE 0 0 4466 ALTRIA GROUP INC COM 02209S103 461 7362 SH SOLE 0 0 7362 APPLE INC COM 037833100 710 6514 SH SOLE 0 0 6514 AT&T INC COM 00206R102 432 11038 SH SOLE 0 0 11038 BERKSHIRE HATHAWAY INC DEL CL A 084670108 854 4 SH SOLE 0 0 4 BRISTOL MYERS SQUIBB CO COM 110122108 261 4088 SH SOLE 0 0 4088 CINCINNATI FINL CORP COM 172062101 451 6897 SH SOLE 0 0 6897 DISNEY WALT CO COM DISNEY 254687106 222 2237 SH SOLE 0 0 2237 EXXON MOBIL CORP COM 30231G102 416 4973 SH SOLE 0 0 4973 GENERAL ELECTRIC CO COM 369604103 417 13128 SH SOLE 0 0 13128 ISHARES TR SELECT DIVID ETF 464287168 1018 12463 SH SOLE 0 0 12463 ISHARES TR CORE S&P500 ETF 464287200 24152 116874 SH SOLE 0 0 116874 ISHARES TR CORE US AGGBD ET 464287226 375 3381 SH SOLE 0 0 3381 ISHARES TR MSCI EAFE ETF 464287465 9089 159010 SH SOLE 0 0 159010 ISHARES TR CORE S&P MCP ETF 464287507 14939 103610 SH SOLE 0 0 103610 ISHARES TR COHEN&STEER REIT 464287564 456 4417 SH SOLE 0 0 4417 ISHARES TR RUS 1000 GRW ETF 464287614 484 4851 SH SOLE 0 0 4851 ISHARES TR CORE S&P SCP ETF 464287804 11485 102030 SH SOLE 0 0 102030 JPMORGAN CHASE & CO COM 46625H100 203 3420 SH SOLE 0 0 3420 LOCKHEED MARTIN CORP COM 539830109 203 917 SH SOLE 0 0 917 MERCK & CO INC NEW COM 58933Y105 417 7883 SH SOLE 0 0 7883 MICROSOFT CORP COM 594918104 367 6649 SH SOLE 0 0 6649 PACKAGING CORP AMER COM 695156109 5433 89949 SH SOLE 0 0 89949 PEPSICO INC COM 713448108 275 2687 SH SOLE 0 0 2687 PHILIP MORRIS INTL INC COM 718172109 388 3950 SH SOLE 0 0 3950 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 462 5236 SH SOLE 0 0 5236 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 204 1870 SH SOLE 0 0 1870 PPG INDS INC COM 693506107 343 3078 SH SOLE 0 0 3078 PROCTER & GAMBLE CO COM 742718109 827 10048 SH SOLE 0 0 10048 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 12855 260858 SH SOLE 0 0 260858 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4554 112181 SH SOLE 0 0 112181 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4074 78294 SH SOLE 0 0 78294 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 220 10614 SH SOLE 0 0 10614 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5792 213636 SH SOLE 0 0 213636 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2618 49558 SH SOLE 0 0 49558 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 831 28696 SH SOLE 0 0 28696 SPDR S&P 500 ETF TR TR UNIT 78462F103 763 3710 SH SOLE 0 0 3710 VANGUARD INDEX FDS SML CP GRW ETF 922908595 13326 111981 SH SOLE 0 0 111981 VANGUARD INDEX FDS GROWTH ETF 922908736 242 2275 SH SOLE 0 0 2275 VANGUARD INDEX FDS VALUE ETF 922908744 201 2439 SH SOLE 0 0 2439 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 14771 300654 SH SOLE 0 0 300654 VERIZON COMMUNICATIONS INC COM 92343V104 349 6449 SH SOLE 0 0 6449 WORTHINGTON INDS INC COM 981811102 211 5909 SH SOLE 0 0 5909