0001172661-20-002273.txt : 20201116 0001172661-20-002273.hdr.sgml : 20201116 20201116152022 ACCESSION NUMBER: 0001172661-20-002273 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 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: 201316088 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 09-30-2020 09-30-2020 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 11-16-2020 0 73 245455 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 702 6453 SH SOLE 0 0 6453 ABBVIE INC COM 00287Y109 488 5567 SH SOLE 0 0 5567 AMAZON COM INC COM 023135106 909 289 SH SOLE 0 0 289 AMGEN INC COM 031162100 356 1400 SH SOLE 0 0 1400 APPLE INC COM 037833100 3462 29897 SH SOLE 0 0 29897 APPLIED MATLS INC COM 038222105 330 5557 SH SOLE 0 0 5557 AT&T INC COM 00206R102 229 8032 SH SOLE 0 0 8032 BERKSHIRE HATHAWAY INC DEL CL A 084670108 320 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7807 36665 SH SOLE 0 0 36665 BK OF AMERICA CORP COM 060505104 313 12987 SH SOLE 0 0 12987 CATERPILLAR INC DEL COM 149123101 211 1417 SH SOLE 0 0 1417 DEERE & CO COM 244199105 249 1122 SH SOLE 0 0 1122 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 257 4889 SH SOLE 0 0 4889 DISNEY WALT CO COM DISNEY 254687106 453 3649 SH SOLE 0 0 3649 EXXON MOBIL CORP COM 30231G102 308 8982 SH SOLE 0 0 8982 FACEBOOK INC CL A 30303M102 283 1081 SH SOLE 0 0 1081 HUNTINGTON BANCSHARES INC COM 446150104 338 36812 SH SOLE 0 0 36812 INTEL CORP COM 458140100 300 5802 SH SOLE 0 0 5802 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 210 1848 SH SOLE 0 0 1848 INVESCO QQQ TR UNIT SER 1 46090E103 379 1364 SH SOLE 0 0 1364 ISHARES TR COHEN STEER REIT 464287564 293 2874 SH SOLE 0 0 2874 ISHARES TR CORE S&P MCP ETF 464287507 17096 92258 SH SOLE 0 0 92258 ISHARES TR CORE S&P SCP ETF 464287804 12549 178691 SH SOLE 0 0 178691 ISHARES TR CORE S&P500 ETF 464287200 42711 127094 SH SOLE 0 0 127094 ISHARES TR CORE US AGGBD ET 464287226 648 5489 SH SOLE 0 0 5489 ISHARES TR EAFE SML CP ETF 464288273 391 6635 SH SOLE 0 0 6635 ISHARES TR EAFE VALUE ETF 464288877 5247 130032 SH SOLE 0 0 130032 ISHARES TR MSCI EAFE ETF 464287465 11360 178469 SH SOLE 0 0 178469 ISHARES TR MSCI EMG MKT ETF 464287234 717 16252 SH SOLE 0 0 16252 ISHARES TR RUS 1000 GRW ETF 464287614 1025 4724 SH SOLE 0 0 4724 ISHARES TR RUSSELL 3000 ETF 464287689 324 1658 SH SOLE 0 0 1658 ISHARES TR SELECT DIVID ETF 464287168 358 4392 SH SOLE 0 0 4392 ISHARES TR U.S. REAL ES ETF 464287739 246 3084 SH SOLE 0 0 3084 JOHNSON & JOHNSON COM 478160104 382 2567 SH SOLE 0 0 2567 JPMORGAN CHASE & CO COM 46625H100 551 5719 SH SOLE 0 0 5719 LANCASTER COLONY CORP COM 513847103 482 2694 SH SOLE 0 0 2694 LOCKHEED MARTIN CORP COM 539830109 312 814 SH SOLE 0 0 814 MCDONALDS CORP COM 580135101 328 1493 SH SOLE 0 0 1493 MERCK & CO. INC COM 58933Y105 447 5389 SH SOLE 0 0 5389 MICROSOFT CORP COM 594918104 1685 8013 SH SOLE 0 0 8013 NIKE INC CL B 654106103 629 5014 SH SOLE 0 0 5014 PACKAGING CORP AMER COM 695156109 3740 34293 SH SOLE 0 0 34293 PEPSICO INC COM 713448108 365 2631 SH SOLE 0 0 2631 PROCTER AND GAMBLE CO COM 742718109 1823 13119 SH SOLE 0 0 13119 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 324 12112 SH SOLE 0 0 12112 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 14734 469247 SH SOLE 0 0 469247 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1248 38357 SH SOLE 0 0 38357 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 4829 86112 SH SOLE 0 0 86112 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 36937 463800 SH SOLE 0 0 463800 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 605 5250 SH SOLE 0 0 5250 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2101 26052 SH SOLE 0 0 26052 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 14280 257386 SH SOLE 0 0 257386 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 10746 157284 SH SOLE 0 0 157284 SHOPIFY INC CL A 82509L107 211 206 SH SOLE 0 0 206 SPDR S&P 500 ETF TR TR UNIT 78462F103 1602 4783 SH SOLE 0 0 4783 TESLA INC COM 88160R101 785 1830 SH SOLE 0 0 1830 TEXAS INSTRS INC COM 882508104 971 6798 SH SOLE 0 0 6798 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 528 4207 SH SOLE 0 0 4207 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 315 2438 SH SOLE 0 0 2438 VANGUARD INDEX FDS GROWTH ETF 922908736 585 2572 SH SOLE 0 0 2572 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 409 2268 SH SOLE 0 0 2268 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1722 5596 SH SOLE 0 0 5596 VANGUARD INDEX FDS SML CP GRW ETF 922908595 25425 118295 SH SOLE 0 0 118295 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1171 6877 SH SOLE 0 0 6877 VANGUARD INDEX FDS VALUE ETF 922908744 244 2336 SH SOLE 0 0 2336 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 844 16732 SH SOLE 0 0 16732 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 202 1919 SH SOLE 0 0 1919 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 326 6390 SH SOLE 0 0 6390 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 327 8001 SH SOLE 0 0 8001 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 385 1886 SH SOLE 0 0 1886 VANGUARD WORLD FDS UTILITIES ETF 92204A876 207 1607 SH SOLE 0 0 1607 VERIZON COMMUNICATIONS INC COM 92343V104 329 5527 SH SOLE 0 0 5527 WALMART INC COM 931142103 1450 10364 SH SOLE 0 0 10364