0001172661-21-001076.txt : 20210511 0001172661-21-001076.hdr.sgml : 20210511 20210511093521 ACCESSION NUMBER: 0001172661-21-001076 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210511 DATE AS OF CHANGE: 20210511 EFFECTIVENESS DATE: 20210511 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: 21909911 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 03-31-2021 03-31-2021 false Summit Financial Strategies, Inc.
7965 North High Street, Suite 350 Columbus OH 43235-8446
13F HOLDINGS REPORT 028-16537 N
Timothy W. Swain Chief Compliance Officer 614-885-1115 /s/ Timothy W. Swain Columbus OH 05-11-2021 0 64 279411
INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 779 6500 SH SOLE 0 0 6500 ABBVIE INC COM 00287Y109 451 4167 SH SOLE 0 0 4167 AMAZON COM INC COM 023135106 943 305 SH SOLE 0 0 305 AMGEN INC COM 031162100 348 1400 SH SOLE 0 0 1400 APPLE INC COM 037833100 3738 30603 SH SOLE 0 0 30603 APPLIED MATLS INC COM 038222105 672 5030 SH SOLE 0 0 5030 ARK ETF TR GENOMIC REV ETF 00214Q302 253 2854 SH SOLE 0 0 2854 AT&T INC COM 00206R102 348 11510 SH SOLE 0 0 11510 BERKSHIRE HATHAWAY INC DEL CL A 084670108 771 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8527 33379 SH SOLE 0 0 33379 BK OF AMERICA CORP COM 060505104 494 12764 SH SOLE 0 0 12764 BLACKROCK INC COM 09247X101 319 423 SH SOLE 0 0 423 BOEING CO COM 097023105 392 1538 SH SOLE 0 0 1538 CATERPILLAR INC COM 149123101 329 1419 SH SOLE 0 0 1419 DEERE & CO COM 244199105 420 1122 SH SOLE 0 0 1122 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 354 4165 SH SOLE 0 0 4165 DISNEY WALT CO COM 254687106 712 3857 SH SOLE 0 0 3857 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 645 84007 SH SOLE 0 0 84007 EXXON MOBIL CORP COM 30231G102 401 7177 SH SOLE 0 0 7177 FACEBOOK INC CL A 30303M102 299 1014 SH SOLE 0 0 1014 HOME DEPOT INC COM 437076102 226 739 SH SOLE 0 0 739 HUNTINGTON BANCSHARES INC COM 446150104 558 35470 SH SOLE 0 0 35470 INTEL CORP COM 458140100 423 6604 SH SOLE 0 0 6604 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 280 1848 SH SOLE 0 0 1848 INVESCO QQQ TR UNIT SER 1 46090E103 435 1364 SH SOLE 0 0 1364 ISHARES TR SELECT DIVID ETF 464287168 501 4392 SH SOLE 0 0 4392 ISHARES TR CORE S&P500 ETF 464287200 49024 123272 SH SOLE 0 0 123272 ISHARES TR CORE US AGGBD ET 464287226 833 7321 SH SOLE 0 0 7321 ISHARES TR MSCI EMG MKT ETF 464287234 869 16291 SH SOLE 0 0 16291 ISHARES TR MSCI EAFE ETF 464287465 13750 181226 SH SOLE 0 0 181226 ISHARES TR CORE S&P MCP ETF 464287507 23688 91214 SH SOLE 0 0 91214 ISHARES TR RUS 1000 GRW ETF 464287614 1171 4820 SH SOLE 0 0 4820 ISHARES TR RUSSELL 3000 ETF 464287689 393 1658 SH SOLE 0 0 1658 ISHARES TR U.S. REAL ES ETF 464287739 287 3118 SH SOLE 0 0 3118 ISHARES TR CORE S&P SCP ETF 464287804 17392 160465 SH SOLE 0 0 160465 ISHARES TR EAFE SML CP ETF 464288273 346 4816 SH SOLE 0 0 4816 ISHARES TR EAFE VALUE ETF 464288877 16844 330461 SH SOLE 0 0 330461 ISHARES TR CORE DIV GRWTH 46434V621 235 4870 SH SOLE 0 0 4870 JOHNSON & JOHNSON COM 478160104 425 2586 SH SOLE 0 0 2586 JPMORGAN CHASE & CO COM 46625H100 871 5719 SH SOLE 0 0 5719 LANCASTER COLONY CORP COM 513847103 579 3304 SH SOLE 0 0 3304 LOCKHEED MARTIN CORP COM 539830109 265 716 SH SOLE 0 0 716 MCDONALDS CORP COM 580135101 358 1599 SH SOLE 0 0 1599 MERCK & CO. INC COM 58933Y105 439 5689 SH SOLE 0 0 5689 MICROSOFT CORP COM 594918104 2003 8497 SH SOLE 0 0 8497 NIKE INC CL B 654106103 641 4820 SH SOLE 0 0 4820 PACKAGING CORP AMER COM 695156109 4612 34293 SH SOLE 0 0 34293 PARK NATL CORP COM 700658107 260 2009 SH SOLE 0 0 2009 PEPSICO INC COM 713448108 361 2550 SH SOLE 0 0 2550 PROCTER AND GAMBLE CO COM 742718109 1730 12776 SH SOLE 0 0 12776 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 47882 495705 SH SOLE 0 0 495705 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1961 23580 SH SOLE 0 0 23580 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 681 5251 SH SOLE 0 0 5251 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 21802 294162 SH SOLE 0 0 294162 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 14147 142884 SH SOLE 0 0 142884 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 368 11567 SH SOLE 0 0 11567 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 22248 594964 SH SOLE 0 0 594964 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 5310 98422 SH SOLE 0 0 98422 SCHWAB STRATEGIC TR US REIT ETF 808524847 251 6109 SH SOLE 0 0 6109 SCHWAB STRATEGIC TR US TIPS ETF 808524870 221 3621 SH SOLE 0 0 3621 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1149 29150 SH SOLE 0 0 29150 SHOPIFY INC CL A 82509L107 228 206 SH SOLE 0 0 206 SPDR S&P 500 ETF TR TR UNIT 78462F103 1920 4844 SH SOLE 0 0 4844 STANLEY BLACK & DECKER INC COM 854502101 249 3198 SH SOLE 0 0 3198