Summit Financial Strategies, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $133.53M | 11.0% |
| J P MORGAN EXCHANGE TRADED F | $116.03M | 9.5% |
| ISHARES TR | $101.20M | 8.3% |
| FIDELITY MERRIMACK STR TR | $96.26M | 7.9% |
| SCHWAB STRATEGIC TR | $83.49M | 6.9% |
| DIMENSIONAL ETF TRUST | $75.30M | 6.2% |
| AMERICAN CENTY ETF TR | $65.96M | 5.4% |
| ISHARES TR | $55.72M | 4.6% |
| PACKAGING CORP OF AMERICA | $50.17M | 4.1% |
| SCHWAB STRATEGIC TR | $47.17M | 3.9% |
| VANGUARD INDEX FDS | $41.77M | 3.4% |
| ISHARES TR | $33.85M | 2.8% |
| SCHWAB STRATEGIC TR | $26.00M | 2.1% |
| DIMENSIONAL ETF TRUST | $25.30M | 2.1% |
| DIMENSIONAL ETF TRUST | $24.57M | 2.0% |
| Apple Inc. | $18.73M | 1.5% |
| Warren E. Buffett | $13.07M | 1.1% |
| MICROSOFT CORP | $10.34M | 0.8% |
| SCHWAB STRATEGIC TR | $9.69M | 0.8% |
| Walmart Inc. | $9.32M | 0.8% |
| VANGUARD INDEX FDS | $9.29M | 0.8% |
| VANGUARD SCOTTSDALE FDS | $9.26M | 0.8% |
| J P MORGAN EXCHANGE TRADED F | $6.67M | 0.5% |
| SCHWAB STRATEGIC TR | $5.40M | 0.4% |
| ISHARES TR | $5.13M | 0.4% |
| VANGUARD TAX-MANAGED FDS | $4.83M | 0.4% |
| ISHARES TR | $4.76M | 0.4% |
| Tesla Inc | $4.52M | 0.4% |
| DIMENSIONAL ETF TRUST | $4.50M | 0.4% |
| SCHWAB STRATEGIC TR | $4.26M | 0.3% |
| ISHARES TR | $4.24M | 0.3% |
| JANUS DETROIT STR TR | $4.07M | 0.3% |
| SPDR GOLD TR | $4.06M | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $3.68M | 0.3% |
| SPDR S&P 500 ETF TR | $3.66M | 0.3% |
| JPMORGAN CHASE & CO | $3.47M | 0.3% |
| CIVISTA BANCSHARES, INC. | $3.17M | 0.3% |
| SCHWAB STRATEGIC TR | $3.05M | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | $3.02M | 0.2% |
| ISHARES TR | $3.01M | 0.2% |
| ISHARES TR | $2.93M | 0.2% |
| VANGUARD INDEX FDS | $2.93M | 0.2% |
| AMERICAN CENTY ETF TR | $2.77M | 0.2% |
| PARK NATIONAL CORP /OH | $2.35M | 0.2% |
| NVIDIA Corp | $2.33M | 0.2% |
| Alphabet Inc. | $2.27M | 0.2% |
| AbbVie Inc. | $2.17M | 0.2% |
| ISHARES TR | $2.10M | 0.2% |
| ELI LILLY & Co | $1.96M | 0.2% |
| Amazon.com Inc | $1.93M | 0.2% |