Summit Financial Strategies, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $18.73M | 1.5% |
| DIMENSIONAL ETF TRUST | $24.57M | 2.0% |
| DIMENSIONAL ETF TRUST | $25.30M | 2.1% |
| SCHWAB STRATEGIC TR | $26.00M | 2.1% |
| ISHARES TR | $33.85M | 2.8% |
| VANGUARD INDEX FDS | $41.77M | 3.4% |
| SCHWAB STRATEGIC TR | $47.17M | 3.9% |
| PACKAGING CORP OF AMERICA | $50.17M | 4.1% |
| ISHARES TR | $55.72M | 4.6% |
| AMERICAN CENTY ETF TR | $65.96M | 5.4% |
| DIMENSIONAL ETF TRUST | $75.30M | 6.2% |
| SCHWAB STRATEGIC TR | $83.49M | 6.9% |
| FIDELITY MERRIMACK STR TR | $96.26M | 7.9% |
| ISHARES TR | $101.20M | 8.3% |
| J P MORGAN EXCHANGE TRADED F | $116.03M | 9.5% |
| DIMENSIONAL ETF TRUST | $133.53M | 11.0% |