0001172661-19-000324.txt : 20190206 0001172661-19-000324.hdr.sgml : 20190206 20190206171241 ACCESSION NUMBER: 0001172661-19-000324 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190206 DATE AS OF CHANGE: 20190206 EFFECTIVENESS DATE: 20190206 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: 19572305 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 12-31-2018 12-31-2018 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 02-06-2019 0 57 178308 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 253 1329 SH SOLE 0 0 1329 ABBOTT LABS COM 002824100 553 7652 SH SOLE 0 0 7652 ABBVIE INC COM 00287Y109 579 6285 SH SOLE 0 0 6285 ALTRIA GROUP INC COM 02209S103 313 6331 SH SOLE 0 0 6331 AMAZON COM INC COM 023135106 549 365 SH SOLE 0 0 365 APPLE INC COM 037833100 1061 6725 SH SOLE 0 0 6725 AT&T INC COM 00206R102 320 11222 SH SOLE 0 0 11222 BERKSHIRE HATHAWAY INC DEL CL A 084670108 306 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8202 40168 SH SOLE 0 0 40168 CINCINNATI FINL CORP COM 172062101 387 5005 SH SOLE 0 0 5005 DISNEY WALT CO COM DISNEY 254687106 239 2177 SH SOLE 0 0 2177 EXXON MOBIL CORP COM 30231G102 208 3057 SH SOLE 0 0 3057 HUNTINGTON BANCSHARES INC COM 446150104 199 16672 SH SOLE 0 0 16672 INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 46090A887 691 13800 SH SOLE 0 0 13800 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 242 2378 SH SOLE 0 0 2378 INVESCO EXCHNG TRADED FD TR FTSE RAFI SML 46138E735 201 7277 SH SOLE 0 0 7277 INVESCO QQQ TR UNIT SER 1 46090E103 259 1679 SH SOLE 0 0 1679 ISHARES TR SELECT DIVID ETF 464287168 1114 12471 SH SOLE 0 0 12471 ISHARES TR CORE S&P500 ETF 464287200 28139 111835 SH SOLE 0 0 111835 ISHARES TR CORE US AGGBD ET 464287226 480 4506 SH SOLE 0 0 4506 ISHARES TR MSCI EAFE ETF 464287465 10148 172645 SH SOLE 0 0 172645 ISHARES TR CORE S&P MCP ETF 464287507 17274 104026 SH SOLE 0 0 104026 ISHARES TR COHEN STEER REIT 464287564 581 6069 SH SOLE 0 0 6069 ISHARES TR RUS 1000 GRW ETF 464287614 629 4806 SH SOLE 0 0 4806 ISHARES TR CORE S&P SCP ETF 464287804 11377 164129 SH SOLE 0 0 164129 ISHARES TR EAFE SML CP ETF 464288273 239 4607 SH SOLE 0 0 4607 JPMORGAN CHASE & CO COM 46625H100 326 3341 SH SOLE 0 0 3341 LANCASTER COLONY CORP COM 513847103 383 2167 SH SOLE 0 0 2167 LOCKHEED MARTIN CORP COM 539830109 248 946 SH SOLE 0 0 946 MCDONALDS CORP COM 580135101 277 1558 SH SOLE 0 0 1558 MERCK & CO INC COM 58933Y105 504 6601 SH SOLE 0 0 6601 MICROSOFT CORP COM 594918104 916 9017 SH SOLE 0 0 9017 NIKE INC CL B 654106103 250 3369 SH SOLE 0 0 3369 PEPSICO INC COM 713448108 307 2782 SH SOLE 0 0 2782 PFIZER INC COM 717081103 255 5843 SH SOLE 0 0 5843 PROCTER AND GAMBLE CO COM 742718109 1052 11443 SH SOLE 0 0 11443 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 25393 423703 SH SOLE 0 0 423703 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1139 19077 SH SOLE 0 0 19077 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 356 5171 SH SOLE 0 0 5171 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11185 233367 SH SOLE 0 0 233367 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7520 123936 SH SOLE 0 0 123936 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 633 25088 SH SOLE 0 0 25088 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 293 8922 SH SOLE 0 0 8922 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 10168 358650 SH SOLE 0 0 358650 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3861 76327 SH SOLE 0 0 76327 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 923 31733 SH SOLE 0 0 31733 SPDR S&P 500 ETF TR TR UNIT 78462F103 1313 5252 SH SOLE 0 0 5252 SPDR SERIES TRUST S&P DIVID ETF 78464A763 603 6731 SH SOLE 0 0 6731 TEXAS INSTRS INC COM 882508104 741 7836 SH SOLE 0 0 7836 VANGUARD INDEX FDS SML CP GRW ETF 922908595 17680 117407 SH SOLE 0 0 117407 VANGUARD INDEX FDS GROWTH ETF 922908736 220 1640 SH SOLE 0 0 1640 VANGUARD INDEX FDS VALUE ETF 922908744 229 2336 SH SOLE 0 0 2336 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5516 115114 SH SOLE 0 0 115114 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 315 1959 SH SOLE 0 0 1959 VERIZON COMMUNICATIONS INC COM 92343V104 363 6461 SH SOLE 0 0 6461 WALMART INC COM 931142103 506 5431 SH SOLE 0 0 5431 WORTHINGTON INDS INC COM 981811102 290 8327 SH SOLE 0 0 8327