0001172661-22-001653.txt : 20220725 0001172661-22-001653.hdr.sgml : 20220725 20220725161621 ACCESSION NUMBER: 0001172661-22-001653 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220725 DATE AS OF CHANGE: 20220725 EFFECTIVENESS DATE: 20220725 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: 221103536 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 06-30-2022 06-30-2022 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 07-25-2022 0 119 427094 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 296 2286 SH SOLE 0 0 2286 ABBOTT LABS COM 002824100 1111 10225 SH SOLE 0 0 10225 ABBVIE INC COM 00287Y109 1017 6643 SH SOLE 0 0 6643 ALPHABET INC CAP STK CL A 02079K305 737 338 SH SOLE 0 0 338 ALPHABET INC CAP STK CL C 02079K107 302 138 SH SOLE 0 0 138 AMAZON COM INC COM 023135106 853 8028 SH SOLE 0 0 8028 AMERICAN ELEC PWR CO INC COM 025537101 242 2527 SH SOLE 0 0 2527 AMGEN INC COM 031162100 341 1400 SH SOLE 0 0 1400 APPLE INC COM 037833100 8430 61662 SH SOLE 0 0 61662 APPLIED MATLS INC COM 038222105 485 5330 SH SOLE 0 0 5330 BANK NEW YORK MELLON CORP COM 064058100 352 8450 SH SOLE 0 0 8450 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10019 36697 SH SOLE 0 0 36697 BK OF AMERICA CORP COM 060505104 370 11889 SH SOLE 0 0 11889 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 184 16489 SH SOLE 0 0 16489 CATERPILLAR INC COM 149123101 408 2284 SH SOLE 0 0 2284 CHEVRON CORP NEW COM 166764100 250 1725 SH SOLE 0 0 1725 CINCINNATI FINL CORP COM 172062101 482 4052 SH SOLE 0 0 4052 DEERE & CO COM 244199105 360 1202 SH SOLE 0 0 1202 DIEBOLD NIXDORF INC COM STK 253651103 23 10079 SH SOLE 0 0 10079 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 605 28103 SH SOLE 0 0 28103 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 3301 104458 SH SOLE 0 0 104458 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 315 4803 SH SOLE 0 0 4803 DISNEY WALT CO COM 254687106 592 6273 SH SOLE 0 0 6273 DUKE REALTY CORP COM NEW 264411505 220 4000 SH SOLE 0 0 4000 EATON CORP PLC SHS G29183103 244 1935 SH SOLE 0 0 1935 ECOLAB INC COM 278865100 555 3612 SH SOLE 0 0 3612 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 838 84007 SH SOLE 0 0 84007 EVERCOMMERCE INC COM 29977X105 111 12226 SH SOLE 0 0 12226 EXXON MOBIL CORP COM 30231G102 1213 14165 SH SOLE 0 0 14165 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 268 3579 SH SOLE 0 0 3579 GREIF INC CL A 397624107 305 4893 SH SOLE 0 0 4893 HOME DEPOT INC COM 437076102 232 846 SH SOLE 0 0 846 HUNTINGTON BANCSHARES INC COM 446150104 425 35289 SH SOLE 0 0 35289 INTEL CORP COM 458140100 298 7965 SH SOLE 0 0 7965 INTERNATIONAL BUSINESS MACHS COM 459200101 239 1696 SH SOLE 0 0 1696 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 244 8369 SH SOLE 0 0 8369 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 274 1848 SH SOLE 0 0 1848 INVESCO QQQ TR UNIT SER 1 46090E103 636 2268 SH SOLE 0 0 2268 ISHARES TR CORE 1 5 YR USD 46432F859 235 4948 SH SOLE 0 0 4948 ISHARES TR CORE S&P500 ETF 464287200 56504 149029 SH SOLE 0 0 149029 ISHARES TR RUS MID CAP ETF 464287499 1289 19928 SH SOLE 0 0 19928 ISHARES TR CORE DIV GRWTH 46434V621 232 4870 SH SOLE 0 0 4870 ISHARES TR US HLTHCARE ETF 464287762 205 764 SH SOLE 0 0 764 ISHARES TR U.S. REAL ES ETF 464287739 333 3617 SH SOLE 0 0 3617 ISHARES TR SELECT DIVID ETF 464287168 517 4392 SH SOLE 0 0 4392 ISHARES TR TIPS BD ETF 464287176 214 1880 SH SOLE 0 0 1880 ISHARES TR MSCI ACWI EX US 464288240 307 6825 SH SOLE 0 0 6825 ISHARES TR RUS 1000 VAL ETF 464287598 1423 9819 SH SOLE 0 0 9819 ISHARES TR CORE US AGGBD ET 464287226 806 7926 SH SOLE 0 0 7926 ISHARES TR MSCI EAFE ETF 464287465 15027 240478 SH SOLE 0 0 240478 ISHARES TR RUSSELL 2000 ETF 464287655 1041 6145 SH SOLE 0 0 6145 ISHARES TR EAFE SML CP ETF 464288273 290 5316 SH SOLE 0 0 5316 ISHARES TR EAFE VALUE ETF 464288877 27990 644941 SH SOLE 0 0 644941 ISHARES TR CORE S&P SCP ETF 464287804 18838 203850 SH SOLE 0 0 203850 ISHARES TR CORE S&P MCP ETF 464287507 28825 127416 SH SOLE 0 0 127416 ISHARES TR S&P 500 GRWT ETF 464287309 292 4839 SH SOLE 0 0 4839 ISHARES TR RUSSELL 3000 ETF 464287689 337 1549 SH SOLE 0 0 1549 ISHARES TR RUS 1000 GRW ETF 464287614 1206 5515 SH SOLE 0 0 5515 ISHARES TR S&P SML 600 GWT 464287887 291 2762 SH SOLE 0 0 2762 ISHARES TR RUS 1000 ETF 464287622 1713 8246 SH SOLE 0 0 8246 ISHARES TR MSCI EMG MKT ETF 464287234 514 12810 SH SOLE 0 0 12810 IVEDA SOLUTIONS INC COM NEW 46583A204 13 10000 SH SOLE 0 0 10000 JOHNSON & JOHNSON COM 478160104 1071 6033 SH SOLE 0 0 6033 JPMORGAN CHASE & CO COM 46625H100 715 6347 SH SOLE 0 0 6347 KROGER CO COM 501044101 544 11494 SH SOLE 0 0 11494 LANCASTER COLONY CORP COM 513847103 569 4415 SH SOLE 0 0 4415 LILLY ELI & CO COM 532457108 511 1575 SH SOLE 0 0 1575 LOCKHEED MARTIN CORP COM 539830109 313 729 SH SOLE 0 0 729 MCDONALDS CORP COM 580135101 557 2255 SH SOLE 0 0 2255 MEDTRONIC PLC SHS G5960L103 309 3440 SH SOLE 0 0 3440 MERCK & CO INC COM 58933Y105 641 7030 SH SOLE 0 0 7030 METTLER TOLEDO INTERNATIONAL COM 592688105 546 475 SH SOLE 0 0 475 MICROSOFT CORP COM 594918104 5686 22139 SH SOLE 0 0 22139 NIKE INC CL B 654106103 446 4366 SH SOLE 0 0 4366 PACKAGING CORP AMER COM 695156109 27704 201487 SH SOLE 0 0 201487 PARK NATL CORP COM 700658107 1097 9048 SH SOLE 0 0 9048 PEPSICO INC COM 713448108 395 2368 SH SOLE 0 0 2368 PFIZER INC COM 717081103 243 4629 SH SOLE 0 0 4629 PROCTER AND GAMBLE CO COM 742718109 2141 14887 SH SOLE 0 0 14887 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 15211 390123 SH SOLE 0 0 390123 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 419 16495 SH SOLE 0 0 16495 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 528 16913 SH SOLE 0 0 16913 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 682 11761 SH SOLE 0 0 11761 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 57870 1309575 SH SOLE 0 0 1309575 SCHWAB STRATEGIC TR US TIPS ETF 808524870 223 3992 SH SOLE 0 0 3992 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 26337 419846 SH SOLE 0 0 419846 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2888 64672 SH SOLE 0 0 64672 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 5156 107713 SH SOLE 0 0 107713 SCHWAB STRATEGIC TR US REIT ETF 808524847 250 11834 SH SOLE 0 0 11834 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 27963 889110 SH SOLE 0 0 889110 SELECT SECTOR SPDR TR ENERGY 81369Y506 210 2943 SH SOLE 0 0 2943 SHERWIN WILLIAMS CO COM 824348106 1822 8136 SH SOLE 0 0 8136 SPDR GOLD TR GOLD SHS 78463V107 1673 9934 SH SOLE 0 0 9934 SPDR S&P 500 ETF TR TR UNIT 78462F103 1924 5100 SH SOLE 0 0 5100 STARWOOD PPTY TR INC COM 85571B105 224 10718 SH SOLE 0 0 10718 TESLA INC COM 88160R101 1276 1895 SH SOLE 0 0 1895 TEXAS INSTRS INC COM 882508104 910 5924 SH SOLE 0 0 5924 UNDER ARMOUR INC CL C 904311206 78 10270 SH SOLE 0 0 10270 UNITED STS OIL FD LP UNITS 91232N207 235 2925 SH SOLE 0 0 2925 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 301 1770 SH SOLE 0 0 1770 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 707 4619 SH SOLE 0 0 4619 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 591 7693 SH SOLE 0 0 7693 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 219 2914 SH SOLE 0 0 2914 VANGUARD INDEX FDS GROWTH ETF 922908736 612 2744 SH SOLE 0 0 2744 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2645 7625 SH SOLE 0 0 7625 VANGUARD INDEX FDS SML CP GRW ETF 922908595 24992 126846 SH SOLE 0 0 126846 VANGUARD INDEX FDS VALUE ETF 922908744 630 4777 SH SOLE 0 0 4777 VANGUARD INDEX FDS SM CP VAL ETF 922908611 255 1701 SH SOLE 0 0 1701 VANGUARD INDEX FDS TOTAL STK MKT 922908769 799 4235 SH SOLE 0 0 4235 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 991 19839 SH SOLE 0 0 19839 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 470 11287 SH SOLE 0 0 11287 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 390 7779 SH SOLE 0 0 7779 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 4992 122345 SH SOLE 0 0 122345 VANGUARD WORLD FDS UTILITIES ETF 92204A876 244 1603 SH SOLE 0 0 1603 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 468 1986 SH SOLE 0 0 1986 VERIZON COMMUNICATIONS INC COM 92343V104 377 7421 SH SOLE 0 0 7421 WALMART INC COM 931142103 1131 9299 SH SOLE 0 0 9299 WIDEPOINT CORP COMMON 967590209 52 21962 SH SOLE 0 0 21962 WORTHINGTON INDS INC COM 981811102 1242 28165 SH SOLE 0 0 28165