0001765536-20-000007.txt : 20201022 0001765536-20-000007.hdr.sgml : 20201022 20201022112151 ACCESSION NUMBER: 0001765536-20-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201022 DATE AS OF CHANGE: 20201022 EFFECTIVENESS DATE: 20201022 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: 201252337 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 09-30-2020 09-30-2020 Summit Financial, LLC

4 CAMPUS DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-19062 N Nella Zelensky 973-285-3622 Nella Zelensky Parsippany NJ 10-22-2020 0 34 604663 false INFORMATION TABLE 2 Summit13F20200930.xml SUMMIT FINANCIAL VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 313139221 1838643 SH SOLE 0 0 1838643 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 139911586 2773272 SH SOLE 0 0 2773272 VANGUARD INDEX FDS GROWTH ETF ETF 922908736 40683918 178744 SH SOLE 0 0 178744 VANGUARD INDEX FDS VALUE ETF ETF 922908744 28989073 277381 SH SOLE 0 0 277381 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 23684614 214089 SH SOLE 0 0 214089 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 20895650 206132 SH SOLE 0 0 206132 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 4885607 89842 SH SOLE 0 0 89842 ISHARES TR CORE MSCI EAFE ETF 46432F842 2926232 48544 SH SOLE 0 0 48544 ISHARES CORE S&P TOTAL US STOCK MARKET ETF ETF 464287150 2881778 38174 SH SOLE 0 0 38174 ISHARES NATIONAL MUN ETF ETF 464288414 2791603 24080 SH SOLE 0 0 24080 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 2272753 60526 SH SOLE 0 0 60526 VANGUARD SCOTTSDALE FDS INT-TERM CORP ETF 92206C870 1894050 19771 SH SOLE 0 0 19771 VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 1881640 20129 SH SOLE 0 0 20129 SCHWAB STRATEGIC TR US LCAP VA ETF ETF 808524409 1870855 35847 SH SOLE 0 0 35847 SCHWAB STRATEGIC TR US LRG CAP ETF ETF 808524201 1671782 20734 SH SOLE 0 0 20734 SCHWAB STRATEGIC TR US LCAP GR ETF ETF 808524300 1579787 13717 SH SOLE 0 0 13717 ISHARES CORE RUSSELL VAL ETF 464287663 1412408 26016 SH SOLE 0 0 26016 VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF ETF 921943858 1337757 32708 SH SOLE 0 0 32708 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 1308655 14834 SH SOLE 0 0 14834 ISHARES TR CORE MSCI TOTAL ETF 46432F834 1258886 21578 SH SOLE 0 0 21578 ISHARES INC CORE MSCI EMKT ETF 46434G103 1040530 19707 SH SOLE 0 0 19707 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF ETF 922042858 874682 20229 SH SOLE 0 0 20229 ISHARES RUSSELL 1000 ETF ETF 464287622 806991 4312 SH SOLE 0 0 4312 ISHARES RUSSELL 2000 ETF ETF 464287655 700718 4678 SH SOLE 0 0 4678 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 678546 5747 SH SOLE 0 0 5747 VANGUARD INDEX FDS SML CP GRW ETF ETF 922908595 641781 2986 SH SOLE 0 0 2986 JPMORGAN CHASE & CO COM Common Stock 46625H100 514371 5343 SH SOLE 0 0 5343 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF ETF 922042718 387576 3681 SH SOLE 0 0 3681 ISHARES TR TIPS BD ETF ETF 464287176 359963 2846 SH SOLE 0 0 2846 SCHWAB STRATEGIC TR US SML CAP ETF ETF 808524607 348637 5103 SH SOLE 0 0 5103 DBX ETF TR XTRACK USD HIGH ETF 233051432 318663 6625 SH SOLE 0 0 6625 VANGUARD INDEX FDS SMALL CP ETF ETF 922908751 253515 1648 SH SOLE 0 0 1648 ISHARES RUS 2000 GRW ETF ETF 464287648 248102 1120 SH SOLE 0 0 1120 ISHARES TR JPMORGAN USD EMG ETF 464288281 211024 1903 SH SOLE 0 0 1903