HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
1,309,575 | +15,647 | $57,870 |
| SCHB | 1,309,575 | +15,647 | $57,870 |
| ISHARES TR (IVV) |
149,029 | -423 | $56,504 |
| IVV | 149,029 | -423 | $56,504 |
| ISHARES TR (IJH) |
127,416 | +1,250 | $28,825 |
| IJH | 127,416 | +1,250 | $28,825 |
| ISHARES TR (EFV) |
644,941 | -10,646 | $27,990 |
| EFV | 644,941 | -10,646 | $27,990 |
| SCHWAB STRATEGIC TR |
889,110 | -23,334 | $27,963 |
| SCHF | 889,110 | -23,334 | $27,963 |
| PACKAGING CORP AMER |
201,487 | UNCH | $27,704 |
| PKG | 201,487 | UNCH | $27,704 |
| SCHWAB STRATEGIC TR |
419,846 | +5,888 | $26,337 |
| SCHM | 419,846 | +5,888 | $26,337 |
| VANGUARD INDEX FDS (VBK) |
126,846 | +1,477 | $24,992 |
| VBK | 126,846 | +1,477 | $24,992 |
| ISHARES TR (IJR) |
203,850 | +2,988 | $18,838 |
| IJR | 203,850 | +2,988 | $18,838 |
| SCHWAB STRATEGIC TR |
390,123 | -7,090 | $15,211 |
| SCHA | 390,123 | -7,090 | $15,211 |
| ISHARES TR (EFA) |
240,478 | -3,174 | $15,027 |
| EFA | 240,478 | -3,174 | $15,027 |
 BERKSHIRE HATHAWAY INC DEL |
$10,019 | ||
| BRK.B | 36,697 | -425 | $10,019 |
| APPLE INC |
61,662 | +100 | $8,430 |
| AAPL | 61,662 | +100 | $8,430 |
| MICROSOFT CORP |
22,139 | +134 | $5,686 |
| MSFT | 22,139 | +134 | $5,686 |
| SCHWAB STRATEGIC TR |
107,713 | -10,132 | $5,156 |
| SCHZ | 107,713 | -10,132 | $5,156 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
122,345 | +94,643 | $4,992 |
| VEA | 122,345 | +94,643 | $4,992 |
| DIMENSIONAL ETF TRUST (DFUV) |
104,458 | +104,458 | $3,301 |
| DFUV | 104,458 | +104,458 | $3,301 |
| SCHWAB STRATEGIC TR |
64,672 | -1,708 | $2,888 |
| SCHX | 64,672 | -1,708 | $2,888 |
| VANGUARD INDEX FDS (VOO) |
7,625 | -1,042 | $2,645 |
| VOO | 7,625 | -1,042 | $2,645 |
| PROCTER AND GAMBLE CO |
14,887 | +791 | $2,141 |
| PG | 14,887 | +791 | $2,141 |
| SPDR S&P 500 ETF TR (SPY) |
5,100 | -157 | $1,924 |
| SPY | 5,100 | -157 | $1,924 |
| SHERWIN WILLIAMS CO |
8,136 | UNCH | $1,822 |
| SHW | 8,136 | UNCH | $1,822 |
| ISHARES TR (IWB) |
8,246 | +8,246 | $1,713 |
| IWB | 8,246 | +8,246 | $1,713 |
| SPDR GOLD TR (GLD) |
9,934 | +177 | $1,673 |
| GLD | 9,934 | +177 | $1,673 |
| ISHARES TR (IWD) |
9,819 | UNCH | $1,423 |
| IWD | 9,819 | UNCH | $1,423 |
| ISHARES TR (IWR) |
19,928 | +19,928 | $1,289 |
| IWR | 19,928 | +19,928 | $1,289 |
| TESLA INC |
1,895 | +71 | $1,276 |
| TSLA | 1,895 | +71 | $1,276 |
| WORTHINGTON INDS INC |
28,165 | -29 | $1,242 |
| WOR | 28,165 | -29 | $1,242 |
| EXXON MOBIL CORP |
14,165 | -690 | $1,213 |
| XOM | 14,165 | -690 | $1,213 |
| ISHARES TR (IWF) |
5,515 | +123 | $1,206 |
| IWF | 5,515 | +123 | $1,206 |
| WALMART INC |
9,299 | -325 | $1,131 |
| WMT | 9,299 | -325 | $1,131 |
| ABBOTT LABS |
10,225 | -120 | $1,111 |
| ABT | 10,225 | -120 | $1,111 |
| PARK NATL CORP |
9,048 | -200 | $1,097 |
| PRK | 9,048 | -200 | $1,097 |
| JOHNSON & JOHNSON |
6,033 | +571 | $1,071 |
| JNJ | 6,033 | +571 | $1,071 |
| ISHARES TR (IWM) |
6,145 | +6,145 | $1,041 |
| IWM | 6,145 | +6,145 | $1,041 |
| ABBVIE INC |
6,643 | +352 | $1,017 |
| ABBV | 6,643 | +352 | $1,017 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
19,839 | +52 | $991 |
| VEU | 19,839 | +52 | $991 |
| TEXAS INSTRS INC |
5,924 | UNCH | $910 |
| TXN | 5,924 | UNCH | $910 |
| AMAZON COM INC |
8,028 | +7,672 | $853 |
| AMZN | 8,028 | +7,672 | $853 |
| ENERGY TRANSFER L P |
84,007 | UNCH | $838 |
| ET | 84,007 | UNCH | $838 |
| ISHARES TR (AGG) |
7,926 | -536 | $806 |
| AGG | 7,926 | -536 | $806 |
| VANGUARD INDEX FDS (VTI) |
4,235 | +450 | $799 |
| VTI | 4,235 | +450 | $799 |
| ALPHABET INC |
338 | +23 | $737 |
| GOOGL | 338 | +23 | $737 |
| JPMORGAN CHASE & CO |
6,347 | UNCH | $715 |
| JPM | 6,347 | UNCH | $715 |
| VANGUARD ADMIRAL FDS INC (IVOO) |
4,619 | -2,735 | $707 |
| IVOO | 4,619 | -2,735 | $707 |
| SCHWAB STRATEGIC TR |
11,761 | -451 | $682 |
| SCHG | 11,761 | -451 | $682 |
| MERCK & CO INC |
7,030 | +850 | $641 |
| MRK | 7,030 | +850 | $641 |
| INVESCO QQQ TR |
2,268 | +976 | $636 |
| QQQ | 2,268 | +976 | $636 |
| VANGUARD INDEX FDS (VTV) |
4,777 | +341 | $630 |
| VTV | 4,777 | +341 | $630 |
| VANGUARD INDEX FDS (VUG) |
2,744 | -38 | $612 |
| VUG | 2,744 | -38 | $612 |
See Full List: All Stocks Held By Summit Financial Strategies Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Summit Financial Strategies Inc.
|
Size ($ in 1000's)
At 06/30/2022: $427,094 At 03/31/2022: $496,824 Summit Financial Strategies Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit Financial Strategies Inc. 13F filings. Link to 13F filings: SEC filings |
