0001172661-20-001570.txt : 20200731 0001172661-20-001570.hdr.sgml : 20200731 20200731093319 ACCESSION NUMBER: 0001172661-20-001570 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200731 DATE AS OF CHANGE: 20200731 EFFECTIVENESS DATE: 20200731 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: 201064001 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 06-30-2020 06-30-2020 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 07-31-2020 0 68 224942 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 558 6103 SH SOLE 0 0 6103 ABBVIE INC COM 00287Y109 546 5563 SH SOLE 0 0 5563 AMAZON COM INC COM 023135106 802 291 SH SOLE 0 0 291 AMGEN INC COM 031162100 330 1400 SH SOLE 0 0 1400 APPLE INC COM 037833100 2627 7200 SH SOLE 0 0 7200 APPLIED MATLS INC COM 038222105 336 5557 SH SOLE 0 0 5557 AT&T INC COM 00206R102 287 9507 SH SOLE 0 0 9507 BERKSHIRE HATHAWAY INC DEL CL A 084670108 267 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6731 37709 SH SOLE 0 0 37709 CENTRAL FED CORP COM NEW PAR 15346Q400 106 10457 SH SOLE 0 0 10457 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 204 4889 SH SOLE 0 0 4889 DISNEY WALT CO COM DISNEY 254687106 394 3535 SH SOLE 0 0 3535 EXXON MOBIL CORP COM 30231G102 404 9039 SH SOLE 0 0 9039 FACEBOOK INC CL A 30303M102 250 1100 SH SOLE 0 0 1100 HUNTINGTON BANCSHARES INC COM 446150104 324 35832 SH SOLE 0 0 35832 INTEL CORP COM 458140100 371 6202 SH SOLE 0 0 6202 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 200 1848 SH SOLE 0 0 1848 INVESCO QQQ TR UNIT SER 1 46090E103 338 1364 SH SOLE 0 0 1364 ISHARES TR COHEN STEER REIT 464287564 295 2925 SH SOLE 0 0 2925 ISHARES TR CORE S&P MCP ETF 464287507 16984 95510 SH SOLE 0 0 95510 ISHARES TR CORE S&P SCP ETF 464287804 12411 181734 SH SOLE 0 0 181734 ISHARES TR CORE S&P500 ETF 464287200 40303 130139 SH SOLE 0 0 130139 ISHARES TR CORE US AGGBD ET 464287226 615 5202 SH SOLE 0 0 5202 ISHARES TR EAFE SML CP ETF 464288273 355 6618 SH SOLE 0 0 6618 ISHARES TR MSCI EAFE ETF 464287465 10952 179930 SH SOLE 0 0 179930 ISHARES TR MSCI EMG MKT ETF 464287234 650 16252 SH SOLE 0 0 16252 ISHARES TR RUS 1000 GRW ETF 464287614 909 4734 SH SOLE 0 0 4734 ISHARES TR RUSSELL 3000 ETF 464287689 299 1658 SH SOLE 0 0 1658 ISHARES TR SELECT DIVID ETF 464287168 355 4392 SH SOLE 0 0 4392 ISHARES TR U.S. REAL ES ETF 464287739 243 3084 SH SOLE 0 0 3084 JOHNSON & JOHNSON COM 478160104 343 2442 SH SOLE 0 0 2442 JPMORGAN CHASE & CO COM 46625H100 548 5829 SH SOLE 0 0 5829 LANCASTER COLONY CORP COM 513847103 418 2694 SH SOLE 0 0 2694 LOCKHEED MARTIN CORP COM 539830109 304 834 SH SOLE 0 0 834 MCDONALDS CORP COM 580135101 289 1564 SH SOLE 0 0 1564 MERCK & CO. INC COM 58933Y105 472 6109 SH SOLE 0 0 6109 MICROSOFT CORP COM 594918104 1648 8100 SH SOLE 0 0 8100 NIKE INC CL B 654106103 492 5014 SH SOLE 0 0 5014 PACKAGING CORP AMER COM 695156109 3422 34293 SH SOLE 0 0 34293 PEPSICO INC COM 713448108 348 2631 SH SOLE 0 0 2631 PROCTER AND GAMBLE CO COM 742718109 1299 10867 SH SOLE 0 0 10867 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 295 12128 SH SOLE 0 0 12128 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 13736 461709 SH SOLE 0 0 461709 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1136 38419 SH SOLE 0 0 38419 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 4591 81631 SH SOLE 0 0 81631 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 34779 473371 SH SOLE 0 0 473371 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 533 5249 SH SOLE 0 0 5249 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1930 26052 SH SOLE 0 0 26052 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 13347 253647 SH SOLE 0 0 253647 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 10316 157881 SH SOLE 0 0 157881 SPDR S&P 500 ETF TR TR UNIT 78462F103 1537 4983 SH SOLE 0 0 4983 TESLA INC COM 88160R101 407 377 SH SOLE 0 0 377 TEXAS INSTRS INC COM 882508104 901 7099 SH SOLE 0 0 7099 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 511 4248 SH SOLE 0 0 4248 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 300 2397 SH SOLE 0 0 2397 VANGUARD INDEX FDS GROWTH ETF 922908736 550 2721 SH SOLE 0 0 2721 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 374 2268 SH SOLE 0 0 2268 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1654 5835 SH SOLE 0 0 5835 VANGUARD INDEX FDS SML CP GRW ETF 922908595 24048 120481 SH SOLE 0 0 120481 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1076 6877 SH SOLE 0 0 6877 VANGUARD INDEX FDS VALUE ETF 922908744 233 2336 SH SOLE 0 0 2336 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 825 17328 SH SOLE 0 0 17328 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 301 5999 SH SOLE 0 0 5999 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 317 8161 SH SOLE 0 0 8161 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 363 1886 SH SOLE 0 0 1886 VERIZON COMMUNICATIONS INC COM 92343V104 302 5476 SH SOLE 0 0 5476 WALMART INC COM 931142103 1241 10364 SH SOLE 0 0 10364 WORTHINGTON INDS INC COM 981811102 310 8317 SH SOLE 0 0 8317