HoldingsChannel.com
Summit Financial Strategies Inc. Top Holdings
As of  06/30/2022, below is a summary of the Summit Financial Strategies Inc. top holdings by largest position size, as per the latest 13f filing made by Summit Financial Strategies Inc.. In the Summit Financial Strategies Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Summit Financial Strategies Inc. in that top holding, then the share count change between reporting periods, and finally the Summit Financial Strategies Inc. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 1,309,575 +15,647 $57,870
     SCHB1,309,575+15,647$57,870
ISHARES TR (IVV) 149,029 -423 $56,504
     IVV149,029-423$56,504
ISHARES TR (IJH) 127,416 +1,250 $28,825
     IJH127,416+1,250$28,825
ISHARES TR (EFV) 644,941 -10,646 $27,990
     EFV644,941-10,646$27,990
SCHWAB STRATEGIC TR 889,110 -23,334 $27,963
     SCHF889,110-23,334$27,963
PACKAGING CORP AMER 201,487 UNCH $27,704
     PKG201,487UNCH$27,704
SCHWAB STRATEGIC TR 419,846 +5,888 $26,337
     SCHM419,846+5,888$26,337
VANGUARD INDEX FDS (VBK) 126,846 +1,477 $24,992
     VBK126,846+1,477$24,992
ISHARES TR (IJR) 203,850 +2,988 $18,838
     IJR203,850+2,988$18,838
SCHWAB STRATEGIC TR 390,123 -7,090 $15,211
     SCHA390,123-7,090$15,211
ISHARES TR (EFA) 240,478 -3,174 $15,027
     EFA240,478-3,174$15,027
BERKSHIRE HATHAWAY INC DEL      $10,019
     BRK.B36,697-425$10,019
APPLE INC 61,662 +100 $8,430
     AAPL61,662+100$8,430
MICROSOFT CORP 22,139 +134 $5,686
     MSFT22,139+134$5,686
SCHWAB STRATEGIC TR 107,713 -10,132 $5,156
     SCHZ107,713-10,132$5,156
VANGUARD TAX MANAGED INTL FD (VEA) 122,345 +94,643 $4,992
     VEA122,345+94,643$4,992
DIMENSIONAL ETF TRUST (DFUV) 104,458 +104,458 $3,301
     DFUV104,458+104,458$3,301
SCHWAB STRATEGIC TR 64,672 -1,708 $2,888
     SCHX64,672-1,708$2,888
VANGUARD INDEX FDS (VOO) 7,625 -1,042 $2,645
     VOO7,625-1,042$2,645
PROCTER AND GAMBLE CO 14,887 +791 $2,141
     PG14,887+791$2,141
SPDR S&P 500 ETF TR (SPY) 5,100 -157 $1,924
     SPY5,100-157$1,924
SHERWIN WILLIAMS CO 8,136 UNCH $1,822
     SHW8,136UNCH$1,822
ISHARES TR (IWB) 8,246 +8,246 $1,713
     IWB8,246+8,246$1,713
SPDR GOLD TR (GLD) 9,934 +177 $1,673
     GLD9,934+177$1,673
ISHARES TR (IWD) 9,819 UNCH $1,423
     IWD9,819UNCH$1,423
ISHARES TR (IWR) 19,928 +19,928 $1,289
     IWR19,928+19,928$1,289
TESLA INC 1,895 +71 $1,276
     TSLA1,895+71$1,276
WORTHINGTON INDS INC 28,165 -29 $1,242
     WOR28,165-29$1,242
EXXON MOBIL CORP 14,165 -690 $1,213
     XOM14,165-690$1,213
ISHARES TR (IWF) 5,515 +123 $1,206
     IWF5,515+123$1,206
WALMART INC 9,299 -325 $1,131
     WMT9,299-325$1,131
ABBOTT LABS 10,225 -120 $1,111
     ABT10,225-120$1,111
PARK NATL CORP 9,048 -200 $1,097
     PRK9,048-200$1,097
JOHNSON & JOHNSON 6,033 +571 $1,071
     JNJ6,033+571$1,071
ISHARES TR (IWM) 6,145 +6,145 $1,041
     IWM6,145+6,145$1,041
ABBVIE INC 6,643 +352 $1,017
     ABBV6,643+352$1,017
VANGUARD INTL EQUITY INDEX F (VEU) 19,839 +52 $991
     VEU19,839+52$991
TEXAS INSTRS INC 5,924 UNCH $910
     TXN5,924UNCH$910
AMAZON COM INC 8,028 +7,672 $853
     AMZN8,028+7,672$853
ENERGY TRANSFER L P 84,007 UNCH $838
     ET84,007UNCH$838
ISHARES TR (AGG) 7,926 -536 $806
     AGG7,926-536$806
VANGUARD INDEX FDS (VTI) 4,235 +450 $799
     VTI4,235+450$799
ALPHABET INC 338 +23 $737
     GOOGL338+23$737
JPMORGAN CHASE & CO 6,347 UNCH $715
     JPM6,347UNCH$715
VANGUARD ADMIRAL FDS INC (IVOO) 4,619 -2,735 $707
     IVOO4,619-2,735$707
SCHWAB STRATEGIC TR 11,761 -451 $682
     SCHG11,761-451$682
MERCK & CO INC 7,030 +850 $641
     MRK7,030+850$641
INVESCO QQQ TR 2,268 +976 $636
     QQQ2,268+976$636
VANGUARD INDEX FDS (VTV) 4,777 +341 $630
     VTV4,777+341$630
VANGUARD INDEX FDS (VUG) 2,744 -38 $612
     VUG2,744-38$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

Summit Financial Strategies Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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