Summit Financial Strategies, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Columbus, OH
CIK
0001625246
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 142 654,443 DFIC, SCHB, IVV, SCHM 13F-HR 2/13/2024 000117266124000779
Q3 2023 129 524,984 DFIC, SCHB, IVV, SCHM 13F-HR 10/24/2023 000117266123003483
Q2 2023 126 536,166 DFIC, SCHB, IVV, SCHM 13F-HR 7/21/2023 000117266123002585
Q1 2023 124 507,607 DFIC, SCHB, IVV, SCHM 13F-HR 4/21/2023 000117266123001742
Q4 2022 122 464,443 DFIC, SCHB, IVV, SCHM 13F-HR 1/20/2023 000117266123000247
Q3 2022 118 421,193 SCHB, DFIC, IVV, IJH 13F-HR 10/21/2022 000117266122002224
Q2 2022 119 427,094 SCHB, IVV, IJH, EFV 13F-HR 7/25/2022 000117266122001653
Q1 2022 121 496,824 SCHB, IVV, IJH, SCHF 13F-HR 5/4/2022 000117266122001170
Q4 2021 125 518,066 SCHB, IVV, IJH, VBK 13F-HR 2/3/2022 000117266122000232
Q3 2021 119 523,420 IVV, SCHB, VBK, IJH 13F-HR 11/10/2021 000117266121002141
Q2 2021 116 504,860 IVV, SCHB, VBK, IJH 13F-HR 8/11/2021 000117266121001625
Q1 2021 64 279,411 IVV, SCHB, IJH, SCHF 13F-HR 5/11/2021 000117266121001076
Q4 2020 82 291,037 IVV, SCHB, VBK, IJH 13F-HR 2/5/2021 000117266121000259
Q3 2020 73 245,455 IVV, SCHB, VBK, IJH 13F-HR 11/16/2020 000117266120002273
Q2 2020 68 224,942 IVV, SCHB, VBK, IJH 13F-HR 7/31/2020 000117266120001570
Q1 2020 57 184,381 IVV, SCHB, VBK, IJH 13F-HR 5/11/2020 000117266120001178
Q4 2019 60 204,426 SCHB, IVV, IJH, SCHM 13F-HR 2/11/2020 000117266120000395
Q3 2019 59 208,075 IVV, SCHB, VBK, IJH 13F-HR 11/14/2019 000117266119002216
Q2 2019 58 205,992 IVV, SCHB, VBK, IJH 13F-HR 8/8/2019 000117266119001650
Q1 2019 58 197,074 IVV, SCHB, VBK, IJH 13F-HR 5/14/2019 000117266119001201
Q4 2018 57 178,308 IVV, SCHB, VBK, IJH 13F-HR 2/6/2019 000117266119000324
Q3 2018 60 219,334 IVV, SCHB, VTIP, VBK 13F-HR 11/9/2018 000117266118001978
Q2 2018 56 205,799 IVV, SCHB, VTIP, VBK 13F-HR 8/6/2018 000117266118001459
Q1 2018 54 193,085 IVV, SCHB, VTIP, VBK 13F-HR 5/14/2018 000117266118001059
Q4 2017 55 191,066 IVV, SCHB, VTIP, VBK 13F-HR 1/29/2018 000117266118000213
Q3 2017 51 173,322 IVV, SCHB, VTIP, VBK 13F-HR 11/9/2017 000117266117001915
Q2 2017 53 165,829 IVV, SCHB, VTIP, IJH 13F-HR 8/1/2017 000117266117001453
Q1 2017 39 136,637 IVV, SCHB, IJH, VBK 13F-HR 5/15/2017 000117266117001153
Q4 2016 42 146,271 IVV, VTIP, SCHB, IJH 13F-HR 2/8/2017 000117266117000289
Q3 2016 44 142,565 IVV, VTIP, IJH, SCHB 13F-HR 11/10/2016 000117266116004145
Q2 2016 42 134,733 IVV, IJH, VTIP, VBK 13F-HR 7/27/2016 000117266116003624
Q1 2016 44 136,623 IVV, IJH, VTIP, VBK 13F-HR 5/9/2016 000117266116003206
Q4 2015 45 128,523 IVV, VTIP, IJH, VBK 13F-HR 2/1/2016 000117266116002375
Q3 2015 45 120,482 IVV, VTIP, IJH, VBK 13F-HR 11/3/2015 000117266115001861
Q2 2015 43 128,244 IVV, IJH, VBK, VTIP 13F-HR 8/6/2015 000117266115001438
Q1 2015 42 124,135 IVV, IJH, VBK, VTIP 13F-HR 5/14/2015 000117266115001063
Q4 2014 40 123,502 IVV, IJH, VBK, IJR 13F-HR 2/13/2015 000117266115000387