Avoid Fraud, Get The Facts, And Find The Best
Legal Name: SUMMIT FINANCIAL STRATEGIES, INC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 8, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
112,625 |
$33,196k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
462,239 |
$32,602k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
120,540 |
$22,446k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
104,839 |
$20,366k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
254,502 |
$14,530k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
404,741 |
$12,988k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
164,424 |
$12,871k |
|
|
ISHARES (464287465)
|
175,380 |
$11,528k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
143,490 |
$10,257k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
39,604 |
$8,442k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
80,993 |
$4,293k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,924 |
$1,443k |
|
|
ISHARES (464287168)
|
12,463 |
$1,241k |
|
|
PROCTER & GAMBLE CO (742718109)
|
11,255 |
$1,234k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
33,431 |
$1,091k |
|
|
MICROSOFT CORP (594918104)
|
6,926 |
$928k |
|
|
TEXAS INSTRUMENTS (882508104)
|
7,836 |
$899k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
4,806 |
$756k |
|
|
WALMART INC COM (931142103)
|
6,248 |
$690k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
6,120 |
$689k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
6,808 |
$687k |
|
|
ABBOTT LABS (002824100)
|
7,661 |
$644k |
|
|
VANGUARD MALVERN FDS (922020805)
|
12,486 |
$616k |
|
|
Amazon.com Inc (023135106)
|
325 |
$615k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
5,171 |
$576k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
7,961 |
$559k |
|
|
MERCK & CO INC (58933Y105)
|
6,468 |
$542k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
19,300 |
$538k |
|
|
ABBVIE INC (00287Y109)
|
6,103 |
$444k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
5,206 |
$433k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
6,461 |
$369k |
|
|
AT&T INC (00206R102)
|
10,708 |
$359k |
|
|
PEPSICO INC (713448108)
|
2,719 |
$357k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
3,131 |
$350k |
|
|
MCDONALDS CORP (580135101)
|
1,663 |
$345k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
1,959 |
$341k |
|
|
LANCASTER COLONY CORP (513847103)
|
2,167 |
$322k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
2,741 |
$320k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
|
Lockheed Martin Corp (539830109)
|
876 |
$318k |
|
|
Exxon Mobil Corp (30231G102)
|
4,049 |
$310k |
|
|
ALTRIA GROUP INC (02209S103)
|
6,391 |
$303k |
|
|
ISHARES (464288273)
|
5,221 |
$300k |
|
|
DISNEY WALT CO (254687106)
|
2,074 |
$290k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,512 |
$282k |
|
|
NIKE INC (654106103)
|
3,201 |
$269k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,640 |
$268k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,336 |
$259k |
|
|
PFIZER INC (717081103)
|
5,548 |
$240k |
|
|
HUNTINGTON BANCSHARE (446150104)
|
16,272 |
$225k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
8,436 |
$221k |
|
|
PHILIP MORRIS INTL (718172109)
|
2,800 |
$220k |
|
|
3M CO (88579Y101)
|
1,252 |
$217k |
|
|
VANGUARD WORLD FDS (92204A876)
|
1,607 |
$214k |
|
|
MONDELEZ INTL INC (609207105)
|
3,921 |
$211k |
|
|
INVESCO EXCHNG TRADED FD TR (46138e735)
|
7,038 |
$210k |
|
|
Chevron Corp (166764100)
|
1,646 |
$205k |
|
|
DIREXION SHS ETF TR (25459W862)
|
3,998 |
$205k |
|
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