0001172661-16-004145.txt : 20161110 0001172661-16-004145.hdr.sgml : 20161110 20161110152330 ACCESSION NUMBER: 0001172661-16-004145 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161110 DATE AS OF CHANGE: 20161110 EFFECTIVENESS DATE: 20161110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Financial Strategies, Inc. CENTRAL INDEX KEY: 0001625246 IRS NUMBER: 311412791 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16537 FILM NUMBER: 161987713 BUSINESS ADDRESS: STREET 1: 7965 NORTH HIGH STREET, SUITE 350 CITY: COLUMBUS STATE: OH ZIP: 43235-8446 BUSINESS PHONE: 614-885-1115 MAIL ADDRESS: STREET 1: 7965 NORTH HIGH STREET, SUITE 350 CITY: COLUMBUS STATE: OH ZIP: 43235-8446 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001625246 XXXXXXXX 09-30-2016 09-30-2016 false Summit Financial Strategies, Inc.

7965 North High Street, Suite 350 Columbus OH 43235-8446

13F HOLDINGS REPORT 028-16537 N Timothy W. Swain 614-885-1115 /s/ Timothy W. Swain Columbus OH 11-10-2016 0 44 142565 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 251 1426 SH SOLE 0 0 1426 ABBOTT LABS COM 002824100 217 5130 SH SOLE 0 0 5130 ABBVIE INC COM 00287Y109 206 3262 SH SOLE 0 0 3262 ALTRIA GROUP INC COM 02209S103 466 7366 SH SOLE 0 0 7366 APPLE INC COM 037833100 738 6527 SH SOLE 0 0 6527 AT&T INC COM 00206R102 482 11876 SH SOLE 0 0 11876 BERKSHIRE HATHAWAY INC DEL CL A 084670108 865 4 SH SOLE 0 0 4 BRISTOL MYERS SQUIBB CO COM 110122108 240 4448 SH SOLE 0 0 4448 CENTURY ALUM CO COM 156431108 104 15000 SH SOLE 0 0 15000 DISNEY WALT CO COM DISNEY 254687106 200 2153 SH SOLE 0 0 2153 EXXON MOBIL CORP COM 30231G102 444 5085 SH SOLE 0 0 5085 GENERAL ELECTRIC CO COM 369604103 212 7158 SH SOLE 0 0 7158 HUNTINGTON BANCSHARES INC COM 446150104 108 10938 SH SOLE 0 0 10938 ISHARES TR SELECT DIVID ETF 464287168 1068 12463 SH SOLE 0 0 12463 ISHARES TR CORE S&P500 ETF 464287200 24545 112820 SH SOLE 0 0 112820 ISHARES TR CORE US AGGBD ET 464287226 296 2632 SH SOLE 0 0 2632 ISHARES TR MSCI EAFE ETF 464287465 9739 164713 SH SOLE 0 0 164713 ISHARES TR CORE S&P MCP ETF 464287507 15326 99062 SH SOLE 0 0 99062 ISHARES TR COHEN&STEER REIT 464287564 440 4193 SH SOLE 0 0 4193 ISHARES TR RUS 1000 GRW ETF 464287614 501 4806 SH SOLE 0 0 4806 ISHARES TR CORE S&P SCP ETF 464287804 12052 97075 SH SOLE 0 0 97075 JPMORGAN CHASE & CO COM 46625H100 242 3628 SH SOLE 0 0 3628 L BRANDS INC COM 501797104 202 2855 SH SOLE 0 0 2855 LOCKHEED MARTIN CORP COM 539830109 220 917 SH SOLE 0 0 917 MERCK & CO INC COM 58933Y105 495 7933 SH SOLE 0 0 7933 MICROSOFT CORP COM 594918104 510 8850 SH SOLE 0 0 8850 PEPSICO INC COM 713448108 299 2747 SH SOLE 0 0 2747 PHILIP MORRIS INTL INC COM 718172109 384 3950 SH SOLE 0 0 3950 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 490 5236 SH SOLE 0 0 5236 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 222 1870 SH SOLE 0 0 1870 PPG INDS INC COM 693506107 279 2703 SH SOLE 0 0 2703 PROCTER AND GAMBLE CO COM 742718109 942 10497 SH SOLE 0 0 10497 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 15028 287229 SH SOLE 0 0 287229 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5567 127927 SH SOLE 0 0 127927 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 5185 90088 SH SOLE 0 0 90088 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7209 250394 SH SOLE 0 0 250394 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2820 52552 SH SOLE 0 0 52552 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 855 27702 SH SOLE 0 0 27702 SPDR S&P 500 ETF TR TR UNIT 78462F103 759 3511 SH SOLE 0 0 3511 VANGUARD INDEX FDS SML CP GRW ETF 922908595 15011 113908 SH SOLE 0 0 113908 VANGUARD INDEX FDS GROWTH ETF 922908736 255 2275 SH SOLE 0 0 2275 VANGUARD INDEX FDS VALUE ETF 922908744 212 2439 SH SOLE 0 0 2439 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 16552 333380 SH SOLE 0 0 333380 VERIZON COMMUNICATIONS INC COM 92343V104 327 6297 SH SOLE 0 0 6297