0001765536-21-000001.txt : 20210209 0001765536-21-000001.hdr.sgml : 20210209 20210209141916 ACCESSION NUMBER: 0001765536-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210209 DATE AS OF CHANGE: 20210209 EFFECTIVENESS DATE: 20210209 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: 21605639 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 12-31-2020 12-31-2020 Summit Financial, LLC

4 CAMPUS DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-19062 N Nella Zelensky 973-285-3622 Nella Zelensky Parsippany NJ 02-09-2021 0 711428 52 false INFORMATION TABLE 2 summit13ffinal.xml SUMMIT FINANCIAL VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 349536766 1795812 SH SOLE 0 0 1795812 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 160562758 2751247 SH SOLE 0 0 2751247 VANGUARD INDEX FDS GROWTH ETF ETF 922908736 46236008 182506 SH SOLE 0 0 182506 VANGUARD INDEX FDS VALUE ETF ETF 922908744 33589186 282357 SH SOLE 0 0 282357 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 29877087 210091 SH SOLE 0 0 210091 VANGUARD INDEX FDS MCAP VL IDXVIP ETF 922908512 24481350 205795 SH SOLE 0 0 205795 ISHARES TR CORE MSCI EAFE ETF 46432F842 6703204 97021 SH SOLE 0 0 97021 ISHARES TR CORE SP500 ETF ETF 464287200 6659866 17741 SH SOLE 0 0 17741 ISHARES TR CORE TOTAL USD ETF 46434V613 5016769 91916 SH SOLE 0 0 91916 ISHARES TR CORE SP TTL STK ETF 464287150 4060831 47098 SH SOLE 0 0 47098 SCHWAB STRATEGIC TR US LCAP VA ETF ETF 808524409 3183069 53470 SH SOLE 0 0 53470 ISHARES TR NATIONAL MUN ETF ETF 464288414 2801175 23901 SH SOLE 0 0 23901 SCHWAB STRATEGIC TR US LCAP GR ETF ETF 808524300 2757091 21471 SH SOLE 0 0 21471 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 2370822 52944 SH SOLE 0 0 52944 VANGUARD INDEX FDS SP 500 ETF SHS ETF 922908363 2309760 6720 SH SOLE 0 0 6720 VANGUARD INDEX FDS MID CAP ETF ETF 922908629 2227736 10774 SH SOLE 0 0 10774 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD ETF 92206C409 2225315 26731 SH SOLE 0 0 26731 ISHARES TR CORE MSCI TOTAL ETF 46432F834 2138744 31831 SH SOLE 0 0 31831 ISHARES INC CORE MSCI EMKT ETF 46434G103 1956822 31541 SH SOLE 0 0 31541 VANGUARD SCOTTSDALE FDS INT TERM CORP ETF 92206C870 1916622 19731 SH SOLE 0 0 19731 VANGUARD BD INDEX FDS INTERMED TERM ETF 921937819 1870241 20143 SH SOLE 0 0 20143 ISHARES TR CORE SP US VLU ETF 464287663 1626231 26149 SH SOLE 0 0 26149 VANGUARD BD INDEX FDS TOTAL BND MRKT ETF 921937835 1422240 16127 SH SOLE 0 0 16127 ISHARES TR RUSSELL 2000 ETF ETF 464287655 1038294 5296 SH SOLE 0 0 5296 ISHARES TR CORE SP MCP ETF ETF 464287507 973473 4236 SH SOLE 0 0 4236 VANGUARD INDEX FDS SML CP GRW ETF ETF 922908595 949390 3547 SH SOLE 0 0 3547 ISHARES TR CORE SP SCP ETF ETF 464287804 915073 9957 SH SOLE 0 0 9957 ISHARES TR RUS 1000 ETF ETF 464287622 913454 4312 SH SOLE 0 0 4312 VANGUARD INTL EQUITY INDEXF FTSE EMR MKT ETF ETF 922042858 900976 17980 SH SOLE 0 0 17980 ISHARES TR 5YR INVT GR CP ETF 46434V100 809133 15495 SH SOLE 0 0 15495 SPDR S&P 500 ETF TR TR UNIT ETF 78462F103 794277 2115 SH SOLE 0 0 2115 APPLE INC COM COM 037833100 773715 5831 SH SOLE 0 0 5831 ISHARES TR CORE US AGGBD ET ETF 464287226 738571 6249 SH SOLE 0 0 6249 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF ETF 921943858 694648 14714 SH SOLE 0 0 14714 JPMORGAN CHASE CO COM COM 46625H100 678935 5343 SH SOLE 0 0 5343 VANGUARD INDEX FDS SMALL CP ETF ETF 922908751 619163 3180 SH SOLE 0 0 3180 SCHWAB STRATEGIC TR US LRG CAP ETF ETF 808524201 465846 5122 SH SOLE 0 0 5122 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF ETF 922042718 423210 3473 SH SOLE 0 0 3473 MICROSOFT CORP COM COM 594918104 420596 1891 SH SOLE 0 0 1891 SCHWAB STRATEGIC TR US MID CAP ETF ETF 808524508 394682 5784 SH SOLE 0 0 5784 ISHARES TR TIPS BD ETF ETF 464287176 376930 2953 SH SOLE 0 0 2953 SPDR SER TR S&P DIVID ETF ETF 78464A763 336241 3174 SH SOLE 0 0 3174 VANGUARD CHARLOTTE FDS INTL BD IDX ETF ETF 92203J407 328934 5618 SH SOLE 0 0 5618 ISHARES TR RUS 2000 GRW ETF ETF 464287648 321104 1120 SH SOLE 0 0 1120 ISHARES TR MSCI USA MIN VOL ETF 46429B697 313870 4624 SH SOLE 0 0 4624 SCHWAB STRATEGIC TR US SML CAP ETF ETF 808524607 289471 3252 SH SOLE 0 0 3252 AMAZON COM INC COM COM 023135106 263811 81 SH SOLE 0 0 81 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP ETF 46138E719 259503 13349 SH SOLE 0 0 13349 ISHARES TR RUS 2000 VAL ETF ETF 464287630 245162 1861 SH SOLE 0 0 1861 WISDOMTREE TR INTL SMCAP DIV ETF 97717W760 233286 3425 SH SOLE 0 0 3425 VANGUARD WORLD FD MEGA GRWTH IND ETF 921910816 224861 1104 SH SOLE 0 0 1104 DBX ETF TR XTRACK USD HIGH ETF 233051432 201462 4022 SH SOLE 0 0 4022