0001765536-21-000003.txt : 20210503
0001765536-21-000003.hdr.sgml : 20210503
20210503131625
ACCESSION NUMBER: 0001765536-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210503
DATE AS OF CHANGE: 20210503
EFFECTIVENESS DATE: 20210503
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Summit Financial, LLC
CENTRAL INDEX KEY: 0001765536
IRS NUMBER: 371895248
STATE OF INCORPORATION: NJ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19062
FILM NUMBER: 21882376
BUSINESS ADDRESS:
STREET 1: 4 CAMPUS DRIVE
CITY: PARSIPPANY
STATE: NJ
ZIP: 07054
BUSINESS PHONE: 9732853600
MAIL ADDRESS:
STREET 1: 4 CAMPUS DRIVE
CITY: PARSIPPANY
STATE: NJ
ZIP: 07054
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001765536
XXXXXXXX
03-31-2021
03-31-2021
Summit Financial, LLC
4 CAMPUS DRIVE
PARSIPPANY
NJ
07054
13F HOLDINGS REPORT
028-19062
N
Maryam Sayyed
Senior Compliance Officer
973-285-4709
Maryam Sayyed
parsippany
NJ
05-03-2021
0
56
758497
false
INFORMATION TABLE
2
summit13F20210331.xml
SUMMIT FINANCIAL
VANGUARD INDEX FDS TOTAL STK MKT
ETF
922908769
368306256
1781926
SH
SOLE
0
0
1781926
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
ETF
922042775
165985858
2735429
SH
SOLE
0
0
2735429
VANGUARD INDEX FDS GROWTH ETF
ETF
922908736
46922274
182549
SH
SOLE
0
0
182549
VANGUARD INDEX FDS VALUE ETF
ETF
922908744
37001698
281467
SH
SOLE
0
0
281467
VANGUARD INDEX FDS SM CP VAL ETF
ETF
922908611
34078148
205773
SH
SOLE
0
0
205773
VANGUARD INDEX FDS MCAP VL IDXVIP
ETF
922908512
27510374
203977
SH
SOLE
0
0
203977
ISHARES TR CORE S&P500 ETF
ETF
464287200
8132487
20443
SH
SOLE
0
0
20443
ISHARES TR CORE MSCI EAFE
ETF
46432F842
6952974
96502
SH
SOLE
0
0
96502
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
ETF
92206C409
6157835
74640
SH
SOLE
0
0
74640
ISHARES TR CORE TOTAL USD
ETF
46434V613
4968683
94193
SH
SOLE
0
0
94193
ISHARES TR CORE S&P TTL STK
ETF
464287150
4494744
49069
SH
SOLE
0
0
49069
SCHWAB STRATEGIC TR US LCAP VA ETF
ETF
808524409
3522835
53965
SH
SOLE
0
0
53965
VANGUARD INDEX FDS S&P 500 ETF SHS
ETF
922908363
3191719
8761
SH
SOLE
0
0
8761
ISHARES TR NATIONAL MUN ETF
ETF
464288414
2849258
24552
SH
SOLE
0
0
24552
ISHARES TR CORE MSCI TOTAL
ETF
46432F834
2835790
40350
SH
SOLE
0
0
40350
SCHWAB STRATEGIC TR US LCAP GR ETF
ETF
808524300
2785209
21461
SH
SOLE
0
0
21461
SPDR INDEX SHS FDS GLB NAT RESRCE
ETF
78463X541
2692446
53570
SH
SOLE
0
0
53570
VANGUARD INDEX FDS MID CAP ETF
ETF
922908629
2441486
11030
SH
SOLE
0
0
11030
ISHARES TR CORE S&P US VLU
ETF
464287663
1800329
26130
SH
SOLE
0
0
26130
ISHARES INC CORE MSCI EMKT
ETF
46434G103
1776775
27607
SH
SOLE
0
0
27607
VANGUARD SCOTTSDALE FDS INT-TERM CORP
ETF
92206C870
1772376
19052
SH
SOLE
0
0
19052
VANGUARD BD INDEX FDS INTERMED TERM
ETF
921937819
1689235
19038
SH
SOLE
0
0
19038
VANGUARD BD INDEX FDS TOTAL BND MRKT
ETF
921937835
1407453
16613
SH
SOLE
0
0
16613
ISHARES TR CORE S&P MCP ETF
ETF
464287507
1385639
5324
SH
SOLE
0
0
5324
ISHARES TR RUSSELL 2000 ETF
ETF
464287655
1167211
5283
SH
SOLE
0
0
5283
VANGUARD INDEX FDS SMALL CP ETF
ETF
922908751
1098853
5133
SH
SOLE
0
0
5133
ISHARES TR CORE S&P SCP ETF
ETF
464287804
1089703
10041
SH
SOLE
0
0
10041
ISHARES TR RUS 1000 ETF
ETF
464287622
965155
4312
SH
SOLE
0
0
4312
VANGUARD INDEX FDS SML CP GRW ETF
ETF
922908595
960176
3496
SH
SOLE
0
0
3496
VANGUARD INTL EQUITY INDEXF FTSE EMR MKT ETF
ETF
922042858
937517
18012
SH
SOLE
0
0
18012
SPDR S&P 500 ETF TR TR UNIT
ETF
78462F103
864198
2173
SH
SOLE
0
0
2173
JPMORGAN CHASE & CO COM
Common Stock
46625H100
813365
5343
SH
SOLE
0
0
5343
ISHARES TR 0-5YR INVT GR CP
ETF
46434V100
807603
15597
SH
SOLE
0
0
15597
ISHARES TR CORE US AGGBD ET
ETF
464287226
803159
7056
SH
SOLE
0
0
7056
APPLE INC COM
Common Stock
037833100
750846
6147
SH
SOLE
0
0
6147
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF
ETF
921943858
724422
14751
SH
SOLE
0
0
14751
SCHWAB STRATEGIC TR US MID-CAP ETF
ETF
808524508
649868
8731
SH
SOLE
0
0
8731
SCHWAB STRATEGIC TR US LRG CAP ETF
ETF
808524201
491770
5121
SH
SOLE
0
0
5121
VANGUARD STAR FDS VG TL INTL STK F
ETF
921909768
455889
7271
SH
SOLE
0
0
7271
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF
ETF
922042718
448716
3495
SH
SOLE
0
0
3495
SPDR SER TR S&P DIVID ETF
ETF
78464A763
446942
3787
SH
SOLE
0
0
3787
MICROSOFT CORP COM
Common Stock
594918104
445841
1891
SH
SOLE
0
0
1891
ISHARES TR TIPS BD ETF
ETF
464287176
374170
2981
SH
SOLE
0
0
2981
ISHARES TR RUS 2000 GRW ETF
ETF
464287648
336829
1120
SH
SOLE
0
0
1120
VANGUARD CHARLOTTE FDS INTL BD IDX ETF
ETF
92203J407
324556
5682
SH
SOLE
0
0
5682
ISHARES TR RUS 2000 VAL ETF
ETF
97717W760
321483
4451
SH
SOLE
0
0
4451
VANGUARD WHITEHALL FDS HIGH DIV YLD
ETF
921946406
314828
3114
SH
SOLE
0
0
3114
SCHWAB STRATEGIC TR US SML CAP ETF
ETF
808524607
313211
3142
SH
SOLE
0
0
3142
INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP
ETF
464287630
296873
1862
SH
SOLE
0
0
1862
ISHARES TR EAFE SML CP ETF
ETF
464288273
294271
4096
SH
SOLE
0
0
4096
ISHARES TR MSCI USA MIN VOL
ETF
46429B697
277838
4016
SH
SOLE
0
0
4016
AMAZON COM INC COM
Common Stock
023135106
250620
81
SH
SOLE
0
0
81
VANGUARD WORLD FD MEGA GRWTH IND
ETF
921910816
228827
1105
SH
SOLE
0
0
1105
DBX ETF TR XTRACK USD HIGH
ETF
233051432
202410
4049
SH
SOLE
0
0
4049
ISHARES TR S&P 500 VAL ETF
ETF
464287408
202321
1432
SH
SOLE
0
0
1432
NUVEEN QUALITY MUNCP INCOME
Common Stock
67066V101
175386
11539
SH
SOLE
0
0
11539