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 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