0001172661-22-002224.txt : 20221021 0001172661-22-002224.hdr.sgml : 20221021 20221021142726 ACCESSION NUMBER: 0001172661-22-002224 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221021 DATE AS OF CHANGE: 20221021 EFFECTIVENESS DATE: 20221021 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: 221323130 BUSINESS ADDRESS: STREET 1: 4111 WORTH AVE. #510 CITY: COLUMBUS STATE: OH ZIP: 43219-3599 BUSINESS PHONE: 614-885-1115 MAIL ADDRESS: STREET 1: 4111 WORTH AVE. #510 CITY: COLUMBUS STATE: OH ZIP: 43219-3599 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001625246 XXXXXXXX 09-30-2022 09-30-2022 false Summit Financial Strategies, Inc.

4111 Worth Ave. #510 Columbus OH 43219-3599

13F HOLDINGS REPORT 028-16537 N Timothy W. Swain 614-885-1115 /s/ Timothy W. Swain Columbus OH 10-21-2022 0 118 421193 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 343 3106 SH SOLE 0 0 3106 ABBOTT LABS COM 002824100 1134 11722 SH SOLE 0 0 11722 ABBVIE INC COM 00287Y109 928 6912 SH SOLE 0 0 6912 AGILON HEALTH INC COM 00857U107 780 33287 SH SOLE 0 0 33287 ALPHABET INC CAP STK CL A 02079K305 662 6922 SH SOLE 0 0 6922 ALPHABET INC CAP STK CL C 02079K107 275 2860 SH SOLE 0 0 2860 AMAZON COM INC COM 023135106 920 8145 SH SOLE 0 0 8145 AMERICAN ELEC PWR CO INC COM 025537101 348 4027 SH SOLE 0 0 4027 AMGEN INC COM 031162100 316 1400 SH SOLE 0 0 1400 APPLE INC COM 037833100 9279 67144 SH SOLE 0 0 67144 APPLIED MATLS INC COM 038222105 436 5319 SH SOLE 0 0 5319 BANK NEW YORK MELLON CORP COM 064058100 325 8450 SH SOLE 0 0 8450 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9806 36723 SH SOLE 0 0 36723 BK OF AMERICA CORP COM 060505104 363 12014 SH SOLE 0 0 12014 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 166 16489 SH SOLE 0 0 16489 CATERPILLAR INC COM 149123101 375 2284 SH SOLE 0 0 2284 CHEVRON CORP NEW COM 166764100 560 3895 SH SOLE 0 0 3895 CINCINNATI FINL CORP COM 172062101 363 4052 SH SOLE 0 0 4052 CISCO SYS INC COM 17275R102 473 11826 SH SOLE 0 0 11826 CIVISTA BANCSHARES INC COM NO PAR 178867107 2032 97883 SH SOLE 0 0 97883 CVS HEALTH CORP COM 126650100 240 2518 SH SOLE 0 0 2518 DEERE & CO COM 244199105 401 1202 SH SOLE 0 0 1202 DIEBOLD NIXDORF INC COM STK 253651103 25 10079 SH SOLE 0 0 10079 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 55444 2893746 SH SOLE 0 0 2893746 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 308 7909 SH SOLE 0 0 7909 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 2941 99325 SH SOLE 0 0 99325 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 257 4803 SH SOLE 0 0 4803 DISNEY WALT CO COM 254687106 598 6339 SH SOLE 0 0 6339 EATON CORP PLC SHS G29183103 451 3385 SH SOLE 0 0 3385 ECOLAB INC COM 278865100 522 3612 SH SOLE 0 0 3612 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 927 84007 SH SOLE 0 0 84007 EVERCOMMERCE INC COM 29977X105 134 12226 SH SOLE 0 0 12226 EXXON MOBIL CORP COM 30231G102 1309 14995 SH SOLE 0 0 14995 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 254 3579 SH SOLE 0 0 3579 GREIF INC CL A 397624107 291 4893 SH SOLE 0 0 4893 HOME DEPOT INC COM 437076102 239 866 SH SOLE 0 0 866 HONEYWELL INTL INC COM 438516106 279 1672 SH SOLE 0 0 1672 HUNTINGTON BANCSHARES INC COM 446150104 465 35289 SH SOLE 0 0 35289 INTEL CORP COM 458140100 316 12248 SH SOLE 0 0 12248 INTERNATIONAL BUSINESS MACHS COM 459200101 220 1850 SH SOLE 0 0 1850 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 214 8369 SH SOLE 0 0 8369 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 256 1848 SH SOLE 0 0 1848 INVESCO QQQ TR UNIT SER 1 46090E103 293 1095 SH SOLE 0 0 1095 ISHARES TR MSCI EAFE ETF 464287465 5048 90121 SH SOLE 0 0 90121 ISHARES TR RUS 1000 ETF 464287622 546 2767 SH SOLE 0 0 2767 ISHARES TR CORE S&P500 ETF 464287200 54010 150593 SH SOLE 0 0 150593 ISHARES TR CORE US AGGBD ET 464287226 868 9009 SH SOLE 0 0 9009 ISHARES TR RUS MID CAP ETF 464287499 366 5886 SH SOLE 0 0 5886 ISHARES TR RUS 1000 VAL ETF 464287598 1335 9819 SH SOLE 0 0 9819 ISHARES TR RUSSELL 3000 ETF 464287689 321 1549 SH SOLE 0 0 1549 ISHARES TR U.S. REAL ES ETF 464287739 290 3563 SH SOLE 0 0 3563 ISHARES TR SELECT DIVID ETF 464287168 471 4392 SH SOLE 0 0 4392 ISHARES TR CORE S&P MCP ETF 464287507 27855 127043 SH SOLE 0 0 127043 ISHARES TR MSCI EMG MKT ETF 464287234 320 9171 SH SOLE 0 0 9171 ISHARES TR CORE DIV GRWTH 46434V621 342 7692 SH SOLE 0 0 7692 ISHARES TR EAFE VALUE ETF 464288877 4669 121167 SH SOLE 0 0 121167 ISHARES TR S&P 500 GRWT ETF 464287309 661 11430 SH SOLE 0 0 11430 ISHARES TR TIPS BD ETF 464287176 371 3533 SH SOLE 0 0 3533 ISHARES TR S&P SML 600 GWT 464287887 206 2023 SH SOLE 0 0 2023 ISHARES TR MSCI ACWI EX US 464288240 273 6825 SH SOLE 0 0 6825 ISHARES TR RUS 1000 GRW ETF 464287614 1055 5013 SH SOLE 0 0 5013 ISHARES TR CORE S&P SCP ETF 464287804 18059 207126 SH SOLE 0 0 207126 IVEDA SOLUTIONS INC COM NEW 46583A204 7 10000 SH SOLE 0 0 10000 JOHNSON & JOHNSON COM 478160104 1149 7033 SH SOLE 0 0 7033 JPMORGAN CHASE & CO COM 46625H100 1663 15915 SH SOLE 0 0 15915 KROGER CO COM 501044101 693 15847 SH SOLE 0 0 15847 LANCASTER COLONY CORP COM 513847103 663 4415 SH SOLE 0 0 4415 LILLY ELI & CO COM 532457108 496 1532 SH SOLE 0 0 1532 LOCKHEED MARTIN CORP COM 539830109 282 729 SH SOLE 0 0 729 MCDONALDS CORP COM 580135101 483 2094 SH SOLE 0 0 2094 MEDTRONIC PLC SHS G5960L103 278 3440 SH SOLE 0 0 3440 MERCK & CO INC COM 58933Y105 864 10031 SH SOLE 0 0 10031 METTLER TOLEDO INTERNATIONAL COM 592688105 515 475 SH SOLE 0 0 475 MICROSOFT CORP COM 594918104 5862 25167 SH SOLE 0 0 25167 NIKE INC CL B 654106103 368 4426 SH SOLE 0 0 4426 NORFOLK SOUTHN CORP COM 655844108 212 1010 SH SOLE 0 0 1010 PACKAGING CORP AMER COM 695156109 25945 231057 SH SOLE 0 0 231057 PARK NATL CORP COM 700658107 1126 9048 SH SOLE 0 0 9048 PEPSICO INC COM 713448108 387 2368 SH SOLE 0 0 2368 PFIZER INC COM 717081103 306 6993 SH SOLE 0 0 6993 PROCTER AND GAMBLE CO COM 742718109 2788 22080 SH SOLE 0 0 22080 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 16025 423933 SH SOLE 0 0 423933 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 424 15278 SH SOLE 0 0 15278 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 4859 107230 SH SOLE 0 0 107230 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6482 230422 SH SOLE 0 0 230422 SCHWAB STRATEGIC TR US REIT ETF 808524847 217 11596 SH SOLE 0 0 11596 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 345 15403 SH SOLE 0 0 15403 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 27694 457526 SH SOLE 0 0 457526 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2739 64672 SH SOLE 0 0 64672 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 640 11463 SH SOLE 0 0 11463 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 57861 1377968 SH SOLE 0 0 1377968 SHERWIN WILLIAMS CO COM 824348106 1666 8136 SH SOLE 0 0 8136 SPDR GOLD TR GOLD SHS 78463V107 1536 9934 SH SOLE 0 0 9934 SPDR S&P 500 ETF TR TR UNIT 78462F103 1760 4926 SH SOLE 0 0 4926 STARWOOD PPTY TR INC COM 85571B105 195 10718 SH SOLE 0 0 10718 TESLA INC COM 88160R101 1522 5737 SH SOLE 0 0 5737 TEXAS INSTRS INC COM 882508104 912 5894 SH SOLE 0 0 5894 UNDER ARMOUR INC CL C 904311206 61 10270 SH SOLE 0 0 10270 UNITED PARCEL SERVICE INC CL B 911312106 247 1529 SH SOLE 0 0 1529 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 305 1890 SH SOLE 0 0 1890 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 704 4735 SH SOLE 0 0 4735 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 643 8588 SH SOLE 0 0 8588 VANGUARD INDEX FDS SML CP GRW ETF 922908595 25497 130665 SH SOLE 0 0 130665 VANGUARD INDEX FDS VALUE ETF 922908744 593 4800 SH SOLE 0 0 4800 VANGUARD INDEX FDS SM CP VAL ETF 922908611 237 1651 SH SOLE 0 0 1651 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2422 7376 SH SOLE 0 0 7376 VANGUARD INDEX FDS TOTAL STK MKT 922908769 773 4306 SH SOLE 0 0 4306 VANGUARD INDEX FDS GROWTH ETF 922908736 582 2718 SH SOLE 0 0 2718 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 804 18133 SH SOLE 0 0 18133 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 458 12563 SH SOLE 0 0 12563 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 354 7360 SH SOLE 0 0 7360 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1826 50233 SH SOLE 0 0 50233 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 444 1986 SH SOLE 0 0 1986 VANGUARD WORLD FDS UTILITIES ETF 92204A876 235 1653 SH SOLE 0 0 1653 VERIZON COMMUNICATIONS INC COM 92343V104 378 9947 SH SOLE 0 0 9947 WALMART INC COM 931142103 1156 8911 SH SOLE 0 0 8911 WIDEPOINT CORP COMMON 967590209 47 21862 SH SOLE 0 0 21862 WORTHINGTON INDS INC COM 981811102 1129 29607 SH SOLE 0 0 29607