0001172661-18-001978.txt : 20181109 0001172661-18-001978.hdr.sgml : 20181109 20181108181736 ACCESSION NUMBER: 0001172661-18-001978 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181109 DATE AS OF CHANGE: 20181108 EFFECTIVENESS DATE: 20181109 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: 181170932 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 09-30-2018 09-30-2018 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 11-08-2018 0 60 219334 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 290 1375 SH SOLE 0 0 1375 ABBOTT LABS COM 002824100 561 7648 SH SOLE 0 0 7648 ABBVIE INC COM 00287Y109 594 6285 SH SOLE 0 0 6285 ADVISORSHARES TR ADVISORSHS ETF 00768Y206 235 4379 SH SOLE 0 0 4379 ALTRIA GROUP INC COM 02209S103 382 6331 SH SOLE 0 0 6331 AMAZON COM INC COM 023135106 676 338 SH SOLE 0 0 338 APPLE INC COM 037833100 1708 7566 SH SOLE 0 0 7566 AT&T INC COM 00206R102 378 11247 SH SOLE 0 0 11247 BERKSHIRE HATHAWAY INC DEL CL A 084670108 320 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8884 41494 SH SOLE 0 0 41494 CHEVRON CORP NEW COM 166764100 214 1746 SH SOLE 0 0 1746 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 291 5348 SH SOLE 0 0 5348 DISNEY WALT CO COM DISNEY 254687106 258 2202 SH SOLE 0 0 2202 EXXON MOBIL CORP COM 30231G102 263 3099 SH SOLE 0 0 3099 GENERAL ELECTRIC CO COM 369604103 182 16134 SH SOLE 0 0 16134 HOWARD HUGHES CORP COM 44267D107 217 1750 SH SOLE 0 0 1750 HUNTINGTON BANCSHARES INC COM 446150104 249 16672 SH SOLE 0 0 16672 INTEL CORP COM 458140100 204 4314 SH SOLE 0 0 4314 INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 46090A887 693 13800 SH SOLE 0 0 13800 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 265 2229 SH SOLE 0 0 2229 INVESCO EXCHNG TRADED FD TR FTSE RAFI SML 46138E735 238 7277 SH SOLE 0 0 7277 INVESCO QQQ TR UNIT SER 1 46090E103 284 1531 SH SOLE 0 0 1531 ISHARES TR COHEN STEER REIT 464287564 409 4084 SH SOLE 0 0 4084 ISHARES TR CORE S&P MCP ETF 464287507 20114 99928 SH SOLE 0 0 99928 ISHARES TR CORE S&P SCP ETF 464287804 13987 160328 SH SOLE 0 0 160328 ISHARES TR CORE S&P500 ETF 464287200 33583 114723 SH SOLE 0 0 114723 ISHARES TR CORE US AGGBD ET 464287226 439 4157 SH SOLE 0 0 4157 ISHARES TR EAFE SML CP ETF 464288273 282 4521 SH SOLE 0 0 4521 ISHARES TR MSCI EAFE ETF 464287465 10973 161388 SH SOLE 0 0 161388 ISHARES TR RUS 1000 GRW ETF 464287614 750 4806 SH SOLE 0 0 4806 ISHARES TR SELECT DIVID ETF 464287168 1243 12463 SH SOLE 0 0 12463 JPMORGAN CHASE & CO COM 46625H100 380 3371 SH SOLE 0 0 3371 LOCKHEED MARTIN CORP COM 539830109 333 963 SH SOLE 0 0 963 MCDONALDS CORP COM 580135101 261 1558 SH SOLE 0 0 1558 MERCK & CO INC COM 58933Y105 462 6508 SH SOLE 0 0 6508 MICROSOFT CORP COM 594918104 1054 9212 SH SOLE 0 0 9212 NIKE INC CL B 654106103 271 3199 SH SOLE 0 0 3199 PEPSICO INC COM 713448108 291 2607 SH SOLE 0 0 2607 PFIZER INC COM 717081103 258 5843 SH SOLE 0 0 5843 PHILIP MORRIS INTL INC COM 718172109 240 2940 SH SOLE 0 0 2940 PROCTER AND GAMBLE CO COM 742718109 960 11540 SH SOLE 0 0 11540 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 205 7976 SH SOLE 0 0 7976 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 11782 351375 SH SOLE 0 0 351375 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1087 30492 SH SOLE 0 0 30492 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3551 70668 SH SOLE 0 0 70668 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 27748 394208 SH SOLE 0 0 394208 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12848 222137 SH SOLE 0 0 222137 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 9107 119567 SH SOLE 0 0 119567 SPDR S&P 500 ETF TR TR UNIT 78462F103 1512 5199 SH SOLE 0 0 5199 TANZANIAN ROYALTY EXPL CORP COM 87600U104 6 15500 SH SOLE 0 0 15500 TEXAS INSTRS INC COM 882508104 860 8016 SH SOLE 0 0 8016 VANGUARD INDEX FDS GROWTH ETF 922908736 293 1817 SH SOLE 0 0 1817 VANGUARD INDEX FDS SM CP VAL ETF 922908611 240 1720 SH SOLE 0 0 1720 VANGUARD INDEX FDS SML CP GRW ETF 922908595 22030 117608 SH SOLE 0 0 117608 VANGUARD INDEX FDS VALUE ETF 922908744 259 2336 SH SOLE 0 0 2336 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 22561 466417 SH SOLE 0 0 466417 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 353 1959 SH SOLE 0 0 1959 VERIZON COMMUNICATIONS INC COM 92343V104 345 6461 SH SOLE 0 0 6461 WALMART INC COM 931142103 510 5431 SH SOLE 0 0 5431 WORTHINGTON INDS INC COM 981811102 361 8327 SH SOLE 0 0 8327