0001172661-17-001915.txt : 20171109 0001172661-17-001915.hdr.sgml : 20171109 20171109161043 ACCESSION NUMBER: 0001172661-17-001915 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171109 DATE AS OF CHANGE: 20171109 EFFECTIVENESS DATE: 20171109 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: 171190915 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 09-30-2017 09-30-2017 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 11-09-2017 0 51 173322 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 279 1328 SH SOLE 0 0 1328 ABBOTT LABS COM 002824100 253 4745 SH SOLE 0 0 4745 ABBVIE INC COM 00287Y109 335 3775 SH SOLE 0 0 3775 ALTRIA GROUP INC COM 02209S103 712 11231 SH SOLE 0 0 11231 AMAZON COM INC COM 023135106 282 293 SH SOLE 0 0 293 APPLE INC COM 037833100 1059 6872 SH SOLE 0 0 6872 AT&T INC COM 00206R102 488 12452 SH SOLE 0 0 12452 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1099 4 SH SOLE 0 0 4 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 208 1134 SH SOLE 0 0 1134 CINCINNATI FINL CORP COM 172062101 462 6031 SH SOLE 0 0 6031 DISNEY WALT CO COM DISNEY 254687106 211 2141 SH SOLE 0 0 2141 EXXON MOBIL CORP COM 30231G102 347 4231 SH SOLE 0 0 4231 FACEBOOK INC CL A 30303M102 227 1326 SH SOLE 0 0 1326 HUNTINGTON BANCSHARES INC COM 446150104 140 10063 SH SOLE 0 0 10063 ISHARES TR SELECT DIVID ETF 464287168 1167 12463 SH SOLE 0 0 12463 ISHARES TR CORE S&P500 ETF 464287200 28705 113490 SH SOLE 0 0 113490 ISHARES TR CORE US AGGBD ET 464287226 386 3520 SH SOLE 0 0 3520 ISHARES TR MSCI EAFE ETF 464287465 10971 160213 SH SOLE 0 0 160213 ISHARES TR CORE S&P MCP ETF 464287507 17532 98001 SH SOLE 0 0 98001 ISHARES TR COHEN STEER REIT 464287564 376 3736 SH SOLE 0 0 3736 ISHARES TR RUS 1000 GRW ETF 464287614 601 4806 SH SOLE 0 0 4806 ISHARES TR CORE S&P SCP ETF 464287804 13339 179722 SH SOLE 0 0 179722 ISHARES TR EAFE SML CP ETF 464288273 276 4452 SH SOLE 0 0 4452 JPMORGAN CHASE & CO COM 46625H100 333 3490 SH SOLE 0 0 3490 LOCKHEED MARTIN CORP COM 539830109 272 876 SH SOLE 0 0 876 MCDONALDS CORP COM 580135101 244 1558 SH SOLE 0 0 1558 MERCK & CO INC COM 58933Y105 468 7307 SH SOLE 0 0 7307 MICROSOFT CORP COM 594918104 677 9087 SH SOLE 0 0 9087 MONDELEZ INTL INC CL A 609207105 213 5231 SH SOLE 0 0 5231 PARK NATL CORP COM 700658107 207 1920 SH SOLE 0 0 1920 PEPSICO INC COM 713448108 239 2143 SH SOLE 0 0 2143 PHILIP MORRIS INTL INC COM 718172109 758 6825 SH SOLE 0 0 6825 POWERSHARES ETF TR II EX US SML PORT 73936T771 239 7277 SH SOLE 0 0 7277 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 603 5632 SH SOLE 0 0 5632 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 259 1784 SH SOLE 0 0 1784 PROCTER AND GAMBLE CO COM 742718109 1007 11070 SH SOLE 0 0 11070 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 20576 337816 SH SOLE 0 0 337816 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 7715 153952 SH SOLE 0 0 153952 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7080 105089 SH SOLE 0 0 105089 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 219 8147 SH SOLE 0 0 8147 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9572 285991 SH SOLE 0 0 285991 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3026 57798 SH SOLE 0 0 57798 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1114 31109 SH SOLE 0 0 31109 SPDR S&P 500 ETF TR TR UNIT 78462F103 952 3789 SH SOLE 0 0 3789 TEXAS INSTRS INC COM 882508104 252 2815 SH SOLE 0 0 2815 VANGUARD INDEX FDS SML CP GRW ETF 922908595 17811 116688 SH SOLE 0 0 116688 VANGUARD INDEX FDS GROWTH ETF 922908736 302 2275 SH SOLE 0 0 2275 VANGUARD INDEX FDS VALUE ETF 922908744 233 2336 SH SOLE 0 0 2336 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 18690 377965 SH SOLE 0 0 377965 VERIZON COMMUNICATIONS INC COM 92343V104 397 8025 SH SOLE 0 0 8025 WORTHINGTON INDS INC COM 981811102 409 8898 SH SOLE 0 0 8898