0001172661-18-001059.txt : 20180514 0001172661-18-001059.hdr.sgml : 20180514 20180514133654 ACCESSION NUMBER: 0001172661-18-001059 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180514 DATE AS OF CHANGE: 20180514 EFFECTIVENESS DATE: 20180514 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: 18829747 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 03-31-2018 03-31-2018 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 05-14-2018 0 54 193085 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 292 1329 SH SOLE 0 0 1329 ABBOTT LABS COM 002824100 384 6405 SH SOLE 0 0 6405 ABBVIE INC COM 00287Y109 516 5450 SH SOLE 0 0 5450 ALTRIA GROUP INC COM 02209S103 502 8054 SH SOLE 0 0 8054 AMAZON COM INC COM 023135106 406 281 SH SOLE 0 0 281 APPLE INC COM 037833100 1090 6494 SH SOLE 0 0 6494 AT&T INC COM 00206R102 407 11430 SH SOLE 0 0 11430 BERKSHIRE HATHAWAY INC DEL CL A 084670108 299 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8377 41993 SH SOLE 0 0 41993 BRAVO BRIO RESTAURANT GROUP COM 10567B109 138 34529 SH SOLE 0 0 34529 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 221 5348 SH SOLE 0 0 5348 DISNEY WALT CO COM DISNEY 254687106 221 2197 SH SOLE 0 0 2197 EXXON MOBIL CORP COM 30231G102 255 3412 SH SOLE 0 0 3412 FACEBOOK INC CL A 30303M102 200 1253 SH SOLE 0 0 1253 GENERAL ELECTRIC CO COM 369604103 226 16791 SH SOLE 0 0 16791 HUNTINGTON BANCSHARES INC COM 446150104 156 10342 SH SOLE 0 0 10342 INTEL CORP COM 458140100 249 4775 SH SOLE 0 0 4775 ISHARES TR SELECT DIVID ETF 464287168 1186 12463 SH SOLE 0 0 12463 ISHARES TR CORE S&P500 ETF 464287200 29384 110728 SH SOLE 0 0 110728 ISHARES TR CORE US AGGBD ET 464287226 477 4450 SH SOLE 0 0 4450 ISHARES TR MSCI EAFE ETF 464287465 10795 154916 SH SOLE 0 0 154916 ISHARES TR CORE S&P MCP ETF 464287507 17970 95806 SH SOLE 0 0 95806 ISHARES TR COHEN STEER REIT 464287564 373 3996 SH SOLE 0 0 3996 ISHARES TR RUS 1000 GRW ETF 464287614 654 4806 SH SOLE 0 0 4806 ISHARES TR CORE S&P SCP ETF 464287804 13054 169510 SH SOLE 0 0 169510 ISHARES TR EAFE SML CP ETF 464288273 270 4149 SH SOLE 0 0 4149 JPMORGAN CHASE & CO COM 46625H100 371 3376 SH SOLE 0 0 3376 LOCKHEED MARTIN CORP COM 539830109 296 876 SH SOLE 0 0 876 MCDONALDS CORP COM 580135101 244 1558 SH SOLE 0 0 1558 MERCK & CO INC COM 58933Y105 349 6401 SH SOLE 0 0 6401 MICROSOFT CORP COM 594918104 819 8975 SH SOLE 0 0 8975 MONDELEZ INTL INC CL A 609207105 220 5277 SH SOLE 0 0 5277 NIKE INC CL B 654106103 220 3317 SH SOLE 0 0 3317 PARK NATL CORP COM 700658107 204 1970 SH SOLE 0 0 1970 PEPSICO INC COM 713448108 456 4178 SH SOLE 0 0 4178 PHILIP MORRIS INTL INC COM 718172109 372 3741 SH SOLE 0 0 3741 POWERSHARES ETF TR II EX US SML PORT 73936T771 248 7277 SH SOLE 0 0 7277 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 581 5270 SH SOLE 0 0 5270 PROCTER AND GAMBLE CO COM 742718109 891 11243 SH SOLE 0 0 11243 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 23654 370816 SH SOLE 0 0 370816 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 9595 181451 SH SOLE 0 0 181451 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7815 113051 SH SOLE 0 0 113051 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 224 7794 SH SOLE 0 0 7794 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 10293 305334 SH SOLE 0 0 305334 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3410 66827 SH SOLE 0 0 66827 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1121 30696 SH SOLE 0 0 30696 SPDR S&P 500 ETF TR TR UNIT 78462F103 1226 4658 SH SOLE 0 0 4658 TEXAS INSTRS INC COM 882508104 833 8016 SH SOLE 0 0 8016 VANGUARD INDEX FDS SML CP GRW ETF 922908595 19564 119327 SH SOLE 0 0 119327 VANGUARD INDEX FDS GROWTH ETF 922908736 281 1979 SH SOLE 0 0 1979 VANGUARD INDEX FDS VALUE ETF 922908744 241 2336 SH SOLE 0 0 2336 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 20783 424918 SH SOLE 0 0 424918 VERIZON COMMUNICATIONS INC COM 92343V104 315 6583 SH SOLE 0 0 6583 WORTHINGTON INDS INC COM 981811102 357 8327 SH SOLE 0 0 8327