0001172661-16-003624.txt : 20160727 0001172661-16-003624.hdr.sgml : 20160727 20160727143059 ACCESSION NUMBER: 0001172661-16-003624 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160727 DATE AS OF CHANGE: 20160727 EFFECTIVENESS DATE: 20160727 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: 161786411 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 06-30-2016 06-30-2016 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 07-27-2016 0 42 134733 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 232 1326 SH SOLE 0 0 1326 ABBOTT LABS COM 002824100 205 5207 SH SOLE 0 0 5207 ABBVIE INC COM 00287Y109 276 4466 SH SOLE 0 0 4466 APPLE INC COM 037833100 625 6533 SH SOLE 0 0 6533 AT&T INC COM 00206R102 520 12038 SH SOLE 0 0 12038 BERKSHIRE HATHAWAY INC DEL CL A 084670108 868 4 SH SOLE 0 0 4 BRISTOL MYERS SQUIBB CO COM 110122108 301 4088 SH SOLE 0 0 4088 CINCINNATI FINL CORP COM 172062101 509 6797 SH SOLE 0 0 6797 DISNEY WALT CO COM DISNEY 254687106 219 2237 SH SOLE 0 0 2237 EXXON MOBIL CORP COM 30231G102 496 5289 SH SOLE 0 0 5289 GENERAL ELECTRIC CO COM 369604103 235 7452 SH SOLE 0 0 7452 ISHARES TR SELECT DIVID ETF 464287168 1063 12463 SH SOLE 0 0 12463 ISHARES TR CORE S&P500 ETF 464287200 24120 114584 SH SOLE 0 0 114584 ISHARES TR CORE US AGGBD ET 464287226 364 3235 SH SOLE 0 0 3235 ISHARES TR MSCI EAFE ETF 464287465 9053 162174 SH SOLE 0 0 162174 ISHARES TR CORE S&P MCP ETF 464287507 15062 100823 SH SOLE 0 0 100823 ISHARES TR COHEN&STEER REIT 464287564 475 4386 SH SOLE 0 0 4386 ISHARES TR RUS 1000 GRW ETF 464287614 487 4851 SH SOLE 0 0 4851 ISHARES TR CORE S&P SCP ETF 464287804 11621 100001 SH SOLE 0 0 100001 JPMORGAN CHASE & CO COM 46625H100 213 3420 SH SOLE 0 0 3420 LOCKHEED MARTIN CORP COM 539830109 228 917 SH SOLE 0 0 917 MERCK & CO INC COM 58933Y105 445 7733 SH SOLE 0 0 7733 MICROSOFT CORP COM 594918104 744 14549 SH SOLE 0 0 14549 PEPSICO INC COM 713448108 285 2687 SH SOLE 0 0 2687 PHILIP MORRIS INTL INC COM 718172109 402 3950 SH SOLE 0 0 3950 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 474 5236 SH SOLE 0 0 5236 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 201 1870 SH SOLE 0 0 1870 PPG INDS INC COM 693506107 282 2703 SH SOLE 0 0 2703 PROCTER & GAMBLE CO COM 742718109 876 10349 SH SOLE 0 0 10349 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 13522 268831 SH SOLE 0 0 268831 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4980 118542 SH SOLE 0 0 118542 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4653 86122 SH SOLE 0 0 86122 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 220 10319 SH SOLE 0 0 10319 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6271 231316 SH SOLE 0 0 231316 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2757 51318 SH SOLE 0 0 51318 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 815 28304 SH SOLE 0 0 28304 SPDR S&P 500 ETF TR TR UNIT 78462F103 790 3773 SH SOLE 0 0 3773 VANGUARD INDEX FDS SML CP GRW ETF 922908595 13987 112888 SH SOLE 0 0 112888 VANGUARD INDEX FDS GROWTH ETF 922908736 244 2275 SH SOLE 0 0 2275 VANGUARD INDEX FDS VALUE ETF 922908744 207 2439 SH SOLE 0 0 2439 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 15028 303716 SH SOLE 0 0 303716 VERIZON COMMUNICATIONS INC COM 92343V104 378 6761 SH SOLE 0 0 6761