HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFIC) |
3,413,583 | +48,759 | $87,149 |
| DFIC | 3,413,583 | +48,759 | $87,149 |
| SCHWAB STRATEGIC TR |
1,382,186 | -16,947 | $76,946 |
| SCHB | 1,382,186 | -16,947 | $76,946 |
| ISHARES TR (IVV) |
138,541 | -2,830 | $66,171 |
| IVV | 138,541 | -2,830 | $66,171 |
| SCHWAB STRATEGIC TR |
607,323 | +21,030 | $45,744 |
| SCHM | 607,323 | +21,030 | $45,744 |
| AMERICAN CENTY ETF TR (AVEM) |
683,615 | +683,615 | $38,549 |
| AVEM | 683,615 | +683,615 | $38,549 |
| PACKAGING CORP AMER |
233,067 | UNCH | $37,969 |
| PKG | 233,067 | UNCH | $37,969 |
| ISHARES TR (IJH) |
120,035 | -562 | $33,268 |
| IJH | 120,035 | -562 | $33,268 |
| VANGUARD INDEX FDS (VBK) |
134,713 | +785 | $32,570 |
| VBK | 134,713 | +785 | $32,570 |
| SCHWAB STRATEGIC TR |
479,718 | +10,588 | $22,662 |
| SCHA | 479,718 | +10,588 | $22,662 |
| ISHARES TR (IJR) |
200,738 | -1,097 | $21,730 |
| IJR | 200,738 | -1,097 | $21,730 |
| DIMENSIONAL ETF TRUST (DFLV) |
650,374 | +650,374 | $17,593 |
| DFLV | 650,374 | +650,374 | $17,593 |
| APPLE INC |
70,563 | -601 | $13,585 |
| AAPL | 70,563 | -601 | $13,585 |
 BERKSHIRE HATHAWAY INC DEL |
$11,828 | ||
| BRK.B | 33,164 | -1,660 | $11,828 |
| DIMENSIONAL ETF TRUST (DFGR) |
407,311 | +407,311 | $10,582 |
| DFGR | 407,311 | +407,311 | $10,582 |
| DIMENSIONAL ETF TRUST (DFAT) |
192,869 | +182,760 | $10,093 |
| DFAT | 192,869 | +182,760 | $10,093 |
| MICROSOFT CORP |
23,932 | -307 | $8,999 |
| MSFT | 23,932 | -307 | $8,999 |
| SCHWAB STRATEGIC TR |
152,955 | -2,146 | $5,653 |
| SCHF | 152,955 | -2,146 | $5,653 |
| ISHARES TR (EFA) |
66,098 | +1,130 | $4,980 |
| EFA | 66,098 | +1,130 | $4,980 |
| SCHWAB STRATEGIC TR |
102,835 | +8,169 | $4,794 |
| SCHZ | 102,835 | +8,169 | $4,794 |
| VANGUARD INDEX FDS (VOO) |
10,906 | +698 | $4,764 |
| VOO | 10,906 | +698 | $4,764 |
| WALMART INC |
29,598 | -391 | $4,666 |
| WMT | 29,598 | -391 | $4,666 |
| VANGUARD TAX MANAGED FDS (VEA) |
90,982 | -1,481 | $4,358 |
| VEA | 90,982 | -1,481 | $4,358 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
103,724 | -130,917 | $4,263 |
| VWO | 103,724 | -130,917 | $4,263 |
| DIMENSIONAL ETF TRUST (DFUV) |
99,325 | UNCH | $3,697 |
| DFUV | 99,325 | UNCH | $3,697 |
| ISHARES TR (IWB) |
13,567 | +321 | $3,558 |
| IWB | 13,567 | +321 | $3,558 |
| SCHWAB STRATEGIC TR |
59,307 | -58 | $3,345 |
| SCHX | 59,307 | -58 | $3,345 |
| ISHARES TR (EFV) |
52,793 | -7,157 | $2,751 |
| EFV | 52,793 | -7,157 | $2,751 |
| CIVISTA BANCSHARES INC (CIVB) |
144,299 | UNCH | $2,661 |
| CIVB | 144,299 | UNCH | $2,661 |
| SPDR S&P 500 ETF TR (SPY) |
5,220 | -180 | $2,481 |
| SPY | 5,220 | -180 | $2,481 |
| ISHARES TR (IWR) |
28,871 | +2,367 | $2,244 |
| IWR | 28,871 | +2,367 | $2,244 |
| JPMORGAN CHASE & CO |
11,270 | +99 | $1,917 |
| JPM | 11,270 | +99 | $1,917 |
| SPDR GOLD TR (GLD) |
9,946 | +11 | $1,901 |
| GLD | 9,946 | +11 | $1,901 |
| SCHWAB STRATEGIC TR |
35,918 | +30,235 | $1,875 |
| SCHP | 35,918 | +30,235 | $1,875 |
| PROCTER AND GAMBLE CO |
12,193 | -290 | $1,787 |
| PG | 12,193 | -290 | $1,787 |
| ISHARES TR (IWF) |
5,518 | -204 | $1,673 |
| IWF | 5,518 | -204 | $1,673 |
| ISHARES TR (IWD) |
9,819 | UNCH | $1,623 |
| IWD | 9,819 | UNCH | $1,623 |
| TESLA INC |
5,920 | -207 | $1,471 |
| TSLA | 5,920 | -207 | $1,471 |
| EXXON MOBIL CORP |
12,627 | -1 | $1,262 |
| XOM | 12,627 | -1 | $1,262 |
| ELI LILLY & CO |
2,151 | +39 | $1,254 |
| LLY | 2,151 | +39 | $1,254 |
| VANGUARD BD INDEX FDS (BSV) |
16,054 | +1,873 | $1,236 |
| BSV | 16,054 | +1,873 | $1,236 |
| PARK NATL CORP |
9,144 | UNCH | $1,215 |
| PRK | 9,144 | UNCH | $1,215 |
| AMAZON COM INC |
7,901 | -129 | $1,201 |
| AMZN | 7,901 | -129 | $1,201 |
| ISHARES TR (IWM) |
5,866 | -149 | $1,177 |
| IWM | 5,866 | -149 | $1,177 |
| ENERGY TRANSFER L P |
84,007 | UNCH | $1,159 |
| ET | 84,007 | UNCH | $1,159 |
| FIDELITY MERRIMACK STR TR |
25,180 | +25,180 | $1,159 |
| FBND | 25,180 | +25,180 | $1,159 |
| ABBOTT LABS |
10,407 | -84 | $1,146 |
| ABT | 10,407 | -84 | $1,146 |
| VANGUARD INDEX FDS (VTI) |
4,616 | +9 | $1,095 |
| VTI | 4,616 | +9 | $1,095 |
| VANGUARD INDEX FDS (VO) |
4,387 | +579 | $1,021 |
| VO | 4,387 | +579 | $1,021 |
| ISHARES TR (IVW) |
13,405 | UNCH | $1,007 |
| IVW | 13,405 | UNCH | $1,007 |
| ALPHABET INC |
7,117 | -149 | $994 |
| GOOGL | 7,117 | -149 | $994 |
See Full List: All Stocks Held By Summit Financial Strategies Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Summit Financial Strategies Inc.
|
Size ($ in 1000's)
At 12/31/2023: $654,444 At 09/30/2023: $524,988 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 |
