0001172661-17-000289.txt : 20170208 0001172661-17-000289.hdr.sgml : 20170208 20170208082259 ACCESSION NUMBER: 0001172661-17-000289 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170208 DATE AS OF CHANGE: 20170208 EFFECTIVENESS DATE: 20170208 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: 17580988 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 12-31-2016 12-31-2016 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 02-08-2017 0 42 146271 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 255 1427 SH SOLE 0 0 1427 ABBVIE INC COM 00287Y109 204 3262 SH SOLE 0 0 3262 ALTRIA GROUP INC COM 02209S103 502 7422 SH SOLE 0 0 7422 APPLE INC COM 037833100 721 6227 SH SOLE 0 0 6227 AT&T INC COM 00206R102 539 12673 SH SOLE 0 0 12673 BERKSHIRE HATHAWAY INC DEL CL A 084670108 976 4 SH SOLE 0 0 4 DISNEY WALT CO COM DISNEY 254687106 226 2173 SH SOLE 0 0 2173 EXXON MOBIL CORP COM 30231G102 475 5267 SH SOLE 0 0 5267 GENERAL ELECTRIC CO COM 369604103 236 7483 SH SOLE 0 0 7483 HUNTINGTON BANCSHARES INC COM 446150104 151 11388 SH SOLE 0 0 11388 INTERNATIONAL BUSINESS MACHS COM 459200101 235 1413 SH SOLE 0 0 1413 ISHARES TR SELECT DIVID ETF 464287168 1104 12463 SH SOLE 0 0 12463 ISHARES TR CORE S&P500 ETF 464287200 25060 111385 SH SOLE 0 0 111385 ISHARES TR CORE US AGGBD ET 464287226 301 2783 SH SOLE 0 0 2783 ISHARES TR MSCI EAFE ETF 464287465 9378 162441 SH SOLE 0 0 162441 ISHARES TR CORE S&P MCP ETF 464287507 15936 96380 SH SOLE 0 0 96380 ISHARES TR COHEN&STEER REIT 464287564 418 4193 SH SOLE 0 0 4193 ISHARES TR RUS 1000 GRW ETF 464287614 504 4806 SH SOLE 0 0 4806 ISHARES TR CORE S&P SCP ETF 464287804 12795 93040 SH SOLE 0 0 93040 JPMORGAN CHASE & CO COM 46625H100 340 3937 SH SOLE 0 0 3937 L BRANDS INC COM 501797104 239 3623 SH SOLE 0 0 3623 LOCKHEED MARTIN CORP COM 539830109 229 917 SH SOLE 0 0 917 MERCK & CO INC COM 58933Y105 429 7283 SH SOLE 0 0 7283 MICROSOFT CORP COM 594918104 592 9520 SH SOLE 0 0 9520 PEPSICO INC COM 713448108 303 2897 SH SOLE 0 0 2897 PHILIP MORRIS INTL INC COM 718172109 364 3977 SH SOLE 0 0 3977 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 521 5236 SH SOLE 0 0 5236 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 222 1870 SH SOLE 0 0 1870 PPG INDS INC COM 693506107 256 2703 SH SOLE 0 0 2703 PROCTER AND GAMBLE CO COM 742718109 896 10662 SH SOLE 0 0 10662 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 16216 299290 SH SOLE 0 0 299290 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6007 133043 SH SOLE 0 0 133043 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 5705 92802 SH SOLE 0 0 92802 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7285 263200 SH SOLE 0 0 263200 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2706 52539 SH SOLE 0 0 52539 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 820 28170 SH SOLE 0 0 28170 SPDR S&P 500 ETF TR TR UNIT 78462F103 830 3711 SH SOLE 0 0 3711 VANGUARD INDEX FDS SML CP GRW ETF 922908595 14930 112141 SH SOLE 0 0 112141 VANGUARD INDEX FDS GROWTH ETF 922908736 254 2275 SH SOLE 0 0 2275 VANGUARD INDEX FDS VALUE ETF 922908744 227 2439 SH SOLE 0 0 2439 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 16543 336518 SH SOLE 0 0 336518 VERIZON COMMUNICATIONS INC COM 92343V104 341 6383 SH SOLE 0 0 6383