0001172661-19-002216.txt : 20191114
0001172661-19-002216.hdr.sgml : 20191114
20191114093915
ACCESSION NUMBER: 0001172661-19-002216
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191114
DATE AS OF CHANGE: 20191114
EFFECTIVENESS DATE: 20191114
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: 191216954
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
09-30-2019
09-30-2019
false
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
11-14-2019
0
59
208075
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
233
1419
SH
SOLE
0
0
1419
ABBOTT LABS
COM
002824100
548
6551
SH
SOLE
0
0
6551
ABBVIE INC
COM
00287Y109
415
5477
SH
SOLE
0
0
5477
ALTRIA GROUP INC
COM
02209S103
205
5017
SH
SOLE
0
0
5017
AMAZON COM INC
COM
023135106
558
322
SH
SOLE
0
0
322
APPLE INC
COM
037833100
1379
6156
SH
SOLE
0
0
6156
AT&T INC
COM
00206R102
402
10622
SH
SOLE
0
0
10622
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
312
1
SH
SOLE
0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
8072
38802
SH
SOLE
0
0
38802
CINCINNATI FINL CORP
COM
172062101
402
3443
SH
SOLE
0
0
3443
DIREXION SHS ETF TR
DRX S&P500BULL
25459W862
268
5120
SH
SOLE
0
0
5120
DISNEY WALT CO
COM DISNEY
254687106
301
2307
SH
SOLE
0
0
2307
EXXON MOBIL CORP
COM
30231G102
254
3590
SH
SOLE
0
0
3590
HUNTINGTON BANCSHARES INC
COM
446150104
232
16272
SH
SOLE
0
0
16272
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
213
1809
SH
SOLE
0
0
1809
INVESCO EXCHNG TRADED FD TR
FTSE RAFI SML
46138E735
207
7038
SH
SOLE
0
0
7038
INVESCO QQQ TR
UNIT SER 1
46090E103
256
1356
SH
SOLE
0
0
1356
ISHARES TR
SELECT DIVID ETF
464287168
1271
12463
SH
SOLE
0
0
12463
ISHARES TR
CORE S&P500 ETF
464287200
33472
112126
SH
SOLE
0
0
112126
ISHARES TR
CORE US AGGBD ET
464287226
590
5217
SH
SOLE
0
0
5217
ISHARES TR
MSCI EAFE ETF
464287465
11306
173373
SH
SOLE
0
0
173373
ISHARES TR
CORE S&P MCP ETF
464287507
19960
103298
SH
SOLE
0
0
103298
ISHARES TR
COHEN STEER REIT
464287564
647
5388
SH
SOLE
0
0
5388
ISHARES TR
RUS 1000 GRW ETF
464287614
767
4806
SH
SOLE
0
0
4806
ISHARES TR
CORE S&P SCP ETF
464287804
12845
165024
SH
SOLE
0
0
165024
ISHARES TR
EAFE SML CP ETF
464288273
279
4879
SH
SOLE
0
0
4879
JPMORGAN CHASE & CO
COM
46625H100
369
3132
SH
SOLE
0
0
3132
LANCASTER COLONY CORP
COM
513847103
300
2167
SH
SOLE
0
0
2167
LOCKHEED MARTIN CORP
COM
539830109
342
876
SH
SOLE
0
0
876
MCDONALDS CORP
COM
580135101
357
1663
SH
SOLE
0
0
1663
MERCK & CO INC
COM
58933Y105
545
6469
SH
SOLE
0
0
6469
MICROSOFT CORP
COM
594918104
945
6795
SH
SOLE
0
0
6795
MONDELEZ INTL INC
CL A
609207105
202
3647
SH
SOLE
0
0
3647
NIKE INC
CL B
654106103
295
3139
SH
SOLE
0
0
3139
PEPSICO INC
COM
713448108
373
2719
SH
SOLE
0
0
2719
PHILIP MORRIS INTL INC
COM
718172109
213
2800
SH
SOLE
0
0
2800
PROCTER & GAMBLE CO
COM
742718109
1386
11145
SH
SOLE
0
0
11145
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
33385
470085
SH
SOLE
0
0
470085
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
565
7961
SH
SOLE
0
0
7961
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
438
5209
SH
SOLE
0
0
5209
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
14804
261828
SH
SOLE
0
0
261828
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
10296
147657
SH
SOLE
0
0
147657
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
532
19300
SH
SOLE
0
0
19300
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
13251
415900
SH
SOLE
0
0
415900
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
4452
82677
SH
SOLE
0
0
82677
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
1088
34207
SH
SOLE
0
0
34207
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1461
4924
SH
SOLE
0
0
4924
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
691
6731
SH
SOLE
0
0
6731
TEXAS INSTRS INC
COM
882508104
1009
7811
SH
SOLE
0
0
7811
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
351
1286
SH
SOLE
0
0
1286
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
22096
121380
SH
SOLE
0
0
121380
VANGUARD INDEX FDS
GROWTH ETF
922908736
273
1640
SH
SOLE
0
0
1640
VANGUARD INDEX FDS
VALUE ETF
922908744
261
2336
SH
SOLE
0
0
2336
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
427
8710
SH
SOLE
0
0
8710
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
328
1959
SH
SOLE
0
0
1959
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
231
1607
SH
SOLE
0
0
1607
VERIZON COMMUNICATIONS INC
COM
92343V104
391
6472
SH
SOLE
0
0
6472
WALMART INC
COM
931142103
724
6097
SH
SOLE
0
0
6097
WORTHINGTON INDS INC
COM
981811102
300
8327
SH
SOLE
0
0
8327