0001172661-15-000387.txt : 20150213 0001172661-15-000387.hdr.sgml : 20150213 20150213074611 ACCESSION NUMBER: 0001172661-15-000387 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150213 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: 15609034 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 12-31-2014 12-31-2014 false Summit Financial Strategies, Inc.

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

13F HOLDINGS REPORT 028-16537 N Samantha A.L. Macchia 614-885-1115 /s/ Samantha A.L. Macchia Columbus OH 02-13-2015 0 40 123502 INFORMATION TABLE 2 infotable.xml ALTRIA GROUP INC COM 02209S103 367 7457 SH SOLE 0 0 7457 APPLE INC COM 037833100 717 6493 SH SOLE 0 0 6493 AT&T INC COM 00206R102 409 12186 SH SOLE 0 0 12186 BANK AMER CORP COM 060505104 223 12458 SH SOLE 0 0 12458 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1130 5 SH SOLE 0 0 5 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6512 43367 SH SOLE 0 0 43367 BRISTOL MYERS SQUIBB CO COM 110122108 284 4818 SH SOLE 0 0 4818 EXXON MOBIL CORP COM 30231G102 859 9295 SH SOLE 0 0 9295 INTERNATIONAL BUSINESS MACHS COM 459200101 235 1463 SH SOLE 0 0 1463 ISHARES TR SELECT DIVID ETF 464287168 990 12463 SH SOLE 0 0 12463 ISHARES TR CORE S&P500 ETF 464287200 23601 114088 SH SOLE 0 0 114088 ISHARES TR CORE US AGGBD ET 464287226 509 4618 SH SOLE 0 0 4618 ISHARES TR MSCI EAFE ETF 464287465 8869 145779 SH SOLE 0 0 145779 ISHARES TR CORE S&P MCP ETF 464287507 14919 103032 SH SOLE 0 0 103032 ISHARES TR COHEN&STEER REIT 464287564 573 5921 SH SOLE 0 0 5921 ISHARES TR RUS 1000 GRW ETF 464287614 566 5919 SH SOLE 0 0 5919 ISHARES TR CORE S&P SCP ETF 464287804 11709 102659 SH SOLE 0 0 102659 JPMORGAN CHASE & CO COM 46625H100 283 4519 SH SOLE 0 0 4519 MERCK & CO INC NEW COM 58933Y105 701 12346 SH SOLE 0 0 12346 MICROSOFT CORP COM 594918104 288 6197 SH SOLE 0 0 6197 PEPSICO INC COM 713448108 279 2954 SH SOLE 0 0 2954 PHILIP MORRIS INTL INC COM 718172109 322 3950 SH SOLE 0 0 3950 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 209 2027 SH SOLE 0 0 2027 PPG INDS INC COM 693506107 619 2678 SH SOLE 0 0 2678 PROCTER & GAMBLE CO COM 742718109 986 10825 SH SOLE 0 0 10825 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 6837 137229 SH SOLE 0 0 137229 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2352 57826 SH SOLE 0 0 57826 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2656 48194 SH SOLE 0 0 48194 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3573 123588 SH SOLE 0 0 123588 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2451 46801 SH SOLE 0 0 46801 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 777 26945 SH SOLE 0 0 26945 SPDR GOLD TRUST GOLD SHS 78463V107 1493 13144 SH SOLE 0 0 13144 SPDR S&P 500 ETF TR TR UNIT 78462F103 1068 5197 SH SOLE 0 0 5197 VANGUARD INDEX FDS SML CP GRW ETF 922908595 13493 107138 SH SOLE 0 0 107138 VANGUARD INDEX FDS GROWTH ETF 922908736 211 2017 SH SOLE 0 0 2017 VANGUARD INDEX FDS VALUE ETF 922908744 252 2979 SH SOLE 0 0 2979 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 11353 235352 SH SOLE 0 0 235352 VERIZON COMMUNICATIONS INC COM 92343V104 293 6265 SH SOLE 0 0 6265 WORTHINGTON INDS INC COM 981811102 228 7589 SH SOLE 0 0 7589 ZS PHARMA INC COM 98979G105 306 7357 SH SOLE 0 0 7357