0001172661-19-001650.txt : 20190808
0001172661-19-001650.hdr.sgml : 20190808
20190808164938
ACCESSION NUMBER: 0001172661-19-001650
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190808
DATE AS OF CHANGE: 20190808
EFFECTIVENESS DATE: 20190808
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: 191010258
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
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0001625246
XXXXXXXX
06-30-2019
06-30-2019
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Summit Financial Strategies, Inc.
7965 North High Street, Suite 350
Columbus
OH
43235-8446
13F HOLDINGS REPORT
028-16537
N
Timothy W. Swain
Chief Compliance Officer
614-885-1115
/s/ Timothy W. Swain
Columbus
OH
08-08-2019
0
58
205992
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
217
1252
SH
SOLE
0
0
1252
ABBOTT LABS
COM
002824100
644
7661
SH
SOLE
0
0
7661
ABBVIE INC
COM
00287Y109
444
6103
SH
SOLE
0
0
6103
ALTRIA GROUP INC
COM
02209S103
303
6391
SH
SOLE
0
0
6391
AMAZON COM INC
COM
023135106
615
325
SH
SOLE
0
0
325
AT&T INC
COM
00206R102
359
10708
SH
SOLE
0
0
10708
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
318
1
SH
SOLE
0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
8442
39604
SH
SOLE
0
0
39604
CHEVRON CORP NEW
COM
166764100
205
1646
SH
SOLE
0
0
1646
DIREXION SHS ETF TR
DRX S&P500BULL
25459W862
205
3998
SH
SOLE
0
0
3998
DISNEY WALT CO
COM DISNEY
254687106
290
2074
SH
SOLE
0
0
2074
EXXON MOBIL CORP
COM
30231G102
310
4049
SH
SOLE
0
0
4049
HUNTINGTON BANCSHARES INC
COM
446150104
225
16272
SH
SOLE
0
0
16272
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
320
2741
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SOLE
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0
2741
INVESCO EXCHNG TRADED FD TR
FTSE RAFI SML
46138E735
210
7038
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SOLE
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0
7038
INVESCO QQQ TR
UNIT SER 1
46090E103
282
1512
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SOLE
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1512
ISHARES TR
SELECT DIVID ETF
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1241
12463
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SOLE
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12463
ISHARES TR
CORE S&P500 ETF
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33196
112625
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112625
ISHARES TR
CORE US AGGBD ET
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576
5171
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ISHARES TR
MSCI EAFE ETF
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11528
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175380
ISHARES TR
CORE S&P MCP ETF
464287507
20366
104839
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104839
ISHARES TR
COHEN STEER REIT
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689
6120
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SOLE
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6120
ISHARES TR
RUS 1000 GRW ETF
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756
4806
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CORE S&P SCP ETF
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ISHARES TR
EAFE SML CP ETF
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300
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JPMORGAN CHASE & CO
COM
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350
3131
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SOLE
0
0
3131
LANCASTER COLONY CORP
COM
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322
2167
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SOLE
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LOCKHEED MARTIN CORP
COM
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318
876
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SOLE
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0
876
MCDONALDS CORP
COM
580135101
345
1663
SH
SOLE
0
0
1663
MERCK & CO INC
COM
58933Y105
542
6468
SH
SOLE
0
0
6468
MICROSOFT CORP
COM
594918104
928
6926
SH
SOLE
0
0
6926
MONDELEZ INTL INC
CL A
609207105
211
3921
SH
SOLE
0
0
3921
NIKE INC
CL B
654106103
269
3201
SH
SOLE
0
0
3201
PEPSICO INC
COM
713448108
357
2719
SH
SOLE
0
0
2719
PFIZER INC
COM
717081103
240
5548
SH
SOLE
0
0
5548
PHILIP MORRIS INTL INC
COM
718172109
220
2800
SH
SOLE
0
0
2800
PROCTER AND GAMBLE CO
COM
742718109
1234
11255
SH
SOLE
0
0
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SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
32602
462239
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SOLE
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SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
559
7961
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SOLE
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SCHWAB STRATEGIC TR
US LCAP GR ETF
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433
5206
SH
SOLE
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SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
14530
254502
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SOLE
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SCHWAB STRATEGIC TR
US SML CAP ETF
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SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
221
8436
SH
SOLE
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8436
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
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538
19300
SH
SOLE
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SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
12988
404741
SH
SOLE
0
0
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SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
4293
80993
SH
SOLE
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0
80993
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
1091
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SH
SOLE
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SPDR S&P 500 ETF TR
TR UNIT
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1443
4924
SH
SOLE
0
0
4924
SPDR SERIES TRUST
S&P DIVID ETF
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687
6808
SH
SOLE
0
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6808
TEXAS INSTRS INC
COM
882508104
899
7836
SH
SOLE
0
0
7836
VANGUARD INDEX FDS
SML CP GRW ETF
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SOLE
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VANGUARD INDEX FDS
GROWTH ETF
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VANGUARD INDEX FDS
VALUE ETF
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VANGUARD MALVERN FDS
STRM INFPROIDX
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VANGUARD WORLD FDS
HEALTH CAR ETF
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341
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SH
SOLE
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1959
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
214
1607
SH
SOLE
0
0
1607
VERIZON COMMUNICATIONS INC
COM
92343V104
369
6461
SH
SOLE
0
0
6461
WALMART INC
COM
931142103
690
6248
SH
SOLE
0
0
6248