0001172661-17-001153.txt : 20170515 0001172661-17-001153.hdr.sgml : 20170515 20170515124442 ACCESSION NUMBER: 0001172661-17-001153 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170515 DATE AS OF CHANGE: 20170515 EFFECTIVENESS DATE: 20170515 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: 17842754 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 03-31-2017 03-31-2017 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 05-15-2017 0 39 136637 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 273 1427 SH SOLE 0 0 1427 ALTRIA GROUP INC COM 02209S103 530 7427 SH SOLE 0 0 7427 AMAZON COM INC COM 023135106 260 293 SH SOLE 0 0 293 APPLE INC COM 037833100 1075 7486 SH SOLE 0 0 7486 AT&T INC COM 00206R102 473 11391 SH SOLE 0 0 11391 BERKSHIRE HATHAWAY INC DEL CL A 084670108 999 4 SH SOLE 0 0 4 DISNEY WALT CO COM DISNEY 254687106 249 2196 SH SOLE 0 0 2196 GENERAL ELECTRIC CO COM 369604103 231 7768 SH SOLE 0 0 7768 HUNTINGTON BANCSHARES INC COM 446150104 137 10266 SH SOLE 0 0 10266 INTERNATIONAL BUSINESS MACHS COM 459200101 246 1413 SH SOLE 0 0 1413 ISHARES TR SELECT DIVID ETF 464287168 1135 12463 SH SOLE 0 0 12463 ISHARES TR CORE S&P500 ETF 464287200 26380 111180 SH SOLE 0 0 111180 ISHARES TR CORE US AGGBD ET 464287226 340 3137 SH SOLE 0 0 3137 ISHARES TR MSCI EAFE ETF 464287465 10213 163965 SH SOLE 0 0 163965 ISHARES TR CORE S&P MCP ETF 464287507 16535 96571 SH SOLE 0 0 96571 ISHARES TR COHEN&STEER REIT 464287564 423 4244 SH SOLE 0 0 4244 ISHARES TR RUS 1000 GRW ETF 464287614 547 4806 SH SOLE 0 0 4806 ISHARES TR CORE S&P SCP ETF 464287804 12491 180604 SH SOLE 0 0 180604 ISHARES TR EAFE SML CP ETF 464288273 226 4167 SH SOLE 0 0 4167 JPMORGAN CHASE & CO COM 46625H100 344 3919 SH SOLE 0 0 3919 LOCKHEED MARTIN CORP COM 539830109 234 876 SH SOLE 0 0 876 MCDONALDS CORP COM 580135101 202 1558 SH SOLE 0 0 1558 MERCK & CO INC COM 58933Y105 483 7609 SH SOLE 0 0 7609 MICROSOFT CORP COM 594918104 627 9520 SH SOLE 0 0 9520 PEPSICO INC COM 713448108 324 2898 SH SOLE 0 0 2898 PHILIP MORRIS INTL INC COM 718172109 449 3977 SH SOLE 0 0 3977 POWERSHARES ETF TR II EX US SML PORT 73936T771 213 7277 SH SOLE 0 0 7277 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 550 5370 SH SOLE 0 0 5370 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 248 1870 SH SOLE 0 0 1870 PROCTER AND GAMBLE CO COM 742718109 1044 11624 SH SOLE 0 0 11624 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 17834 312540 SH SOLE 0 0 312540 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6588 139201 SH SOLE 0 0 139201 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 5862 93070 SH SOLE 0 0 93070 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 201 8374 SH SOLE 0 0 8374 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8200 274540 SH SOLE 0 0 274540 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2854 55102 SH SOLE 0 0 55102 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 945 30159 SH SOLE 0 0 30159 SPDR S&P 500 ETF TR TR UNIT 78462F103 875 3711 SH SOLE 0 0 3711 VANGUARD INDEX FDS SML CP GRW ETF 922908595 15797 112299 SH SOLE 0 0 112299