0001172661-20-000395.txt : 20200211 0001172661-20-000395.hdr.sgml : 20200211 20200211125808 ACCESSION NUMBER: 0001172661-20-000395 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200211 DATE AS OF CHANGE: 20200211 EFFECTIVENESS DATE: 20200211 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: 20595554 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 12-31-2019 12-31-2019 false Summit Financial Strategies, Inc.

7965 North High Street, Suite 350 Columbus OH 43235-8446

13F HOLDINGS REPORT 028-16537 N Timothy W. Swain 614-885-1115 /s/ Timothy W. Swain Columbus OH 02-11-2020 0 60 204426 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 203 1153 SH SOLE 0 0 1153 ABBOTT LABS COM 002824100 558 6429 SH SOLE 0 0 6429 ABBVIE INC COM 00287Y109 491 5543 SH SOLE 0 0 5543 ALTRIA GROUP INC COM 02209S103 209 4182 SH SOLE 0 0 4182 AMAZON COM INC COM 023135106 594 322 SH SOLE 0 0 322 AMGEN INC COM 031162100 345 1430 SH SOLE 0 0 1430 APPLE INC COM 037833100 2212 7534 SH SOLE 0 0 7534 APPLIED MATLS INC COM 038222105 339 5557 SH SOLE 0 0 5557 AT&T INC COM 00206R102 376 9622 SH SOLE 0 0 9622 BERKSHIRE HATHAWAY INC DEL CL A 084670108 340 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8547 37735 SH SOLE 0 0 37735 CATERPILLAR INC DEL COM 149123101 209 1417 SH SOLE 0 0 1417 CINCINNATI FINL CORP COM 172062101 362 3443 SH SOLE 0 0 3443 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 338 5120 SH SOLE 0 0 5120 DISNEY WALT CO COM DISNEY 254687106 334 2307 SH SOLE 0 0 2307 EXXON MOBIL CORP COM 30231G102 305 4372 SH SOLE 0 0 4372 HUNTINGTON BANCSHARES INC COM 446150104 473 31372 SH SOLE 0 0 31372 INTEL CORP COM 458140100 376 6289 SH SOLE 0 0 6289 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 229 1809 SH SOLE 0 0 1809 INVESCO EXCHNG TRADED FD TR FTSE RAFI SML 46138E735 225 7038 SH SOLE 0 0 7038 INVESCO QQQ TR UNIT SER 1 46090E103 288 1356 SH SOLE 0 0 1356 ISHARES TR COHEN STEER REIT 464287564 613 5238 SH SOLE 0 0 5238 ISHARES TR CORE S&P MCP ETF 464287507 21045 102247 SH SOLE 0 0 102247 ISHARES TR CORE S&P SCP ETF 464287804 13632 162571 SH SOLE 0 0 162571 ISHARES TR CORE S&P500 ETF 464287200 35383 109465 SH SOLE 0 0 109465 ISHARES TR CORE US AGGBD ET 464287226 593 5275 SH SOLE 0 0 5275 ISHARES TR EAFE SML CP ETF 464288273 306 4919 SH SOLE 0 0 4919 ISHARES TR MSCI EAFE ETF 464287465 11780 169646 SH SOLE 0 0 169646 ISHARES TR RUS 1000 GRW ETF 464287614 833 4734 SH SOLE 0 0 4734 ISHARES TR SELECT DIVID ETF 464287168 1317 12463 SH SOLE 0 0 12463 JOHNSON & JOHNSON COM 478160104 367 2518 SH SOLE 0 0 2518 JPMORGAN CHASE & CO COM 46625H100 664 4765 SH SOLE 0 0 4765 LANCASTER COLONY CORP COM 513847103 431 2694 SH SOLE 0 0 2694 LOCKHEED MARTIN CORP COM 539830109 317 814 SH SOLE 0 0 814 MCDONALDS CORP COM 580135101 329 1663 SH SOLE 0 0 1663 MERCK & CO INC COM 58933Y105 621 6833 SH SOLE 0 0 6833 MICROSOFT CORP COM 594918104 1074 6809 SH SOLE 0 0 6809 MONDELEZ INTL INC CL A 609207105 201 3647 SH SOLE 0 0 3647 NIKE INC CL B 654106103 318 3139 SH SOLE 0 0 3139 PACKAGING CORP AMER COM 695156109 3840 34293 SH SOLE 0 0 34293 PEPSICO INC COM 713448108 372 2720 SH SOLE 0 0 2720 PROCTER & GAMBLE CO COM 742718109 1399 11205 SH SOLE 0 0 11205 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 216 7896 SH SOLE 0 0 7896 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 14059 418040 SH SOLE 0 0 418040 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1181 34081 SH SOLE 0 0 34081 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 558 19300 SH SOLE 0 0 19300 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 4539 84955 SH SOLE 0 0 84955 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 37003 481314 SH SOLE 0 0 481314 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 484 5211 SH SOLE 0 0 5211 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 920 11974 SH SOLE 0 0 11974 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 16088 267470 SH SOLE 0 0 267470 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11441 151253 SH SOLE 0 0 151253 SPDR S&P 500 ETF TR TR UNIT 78462F103 1585 4924 SH SOLE 0 0 4924 SPDR SERIES TRUST S&P DIVID ETF 78464A763 724 6731 SH SOLE 0 0 6731 TEXAS INSTRS INC COM 882508104 960 7484 SH SOLE 0 0 7484 US BANCORP DEL COM NEW 902973304 207 3489 SH SOLE 0 0 3489 VANGUARD INDEX FDS GROWTH ETF 922908736 312 1712 SH SOLE 0 0 1712 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 586 1982 SH SOLE 0 0 1982 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 399 8095 SH SOLE 0 0 8095 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 376 1959 SH SOLE 0 0 1959