Summit Financial Strategies, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO EXCHANGE TRADED FD T | $447.4K | 0.0% |
| ISHARES TR | $445.2K | 0.0% |
| VANGUARD ADMIRAL FDS INC | $436.4K | 0.0% |
| SCHWAB STRATEGIC TR | $429.5K | 0.0% |
| ISHARES TR | $417.2K | 0.0% |
| Palantir Technologies Inc | $410.7K | 0.0% |
| GOLDMAN SACHS ETF TR | $408.4K | 0.0% |
| VANGUARD WORLD FD | $386.0K | 0.0% |
| VANGUARD INDEX FDS | $375.6K | 0.0% |
| DIMENSIONAL ETF TRUST | $365.8K | 0.0% |
| DIREXION SHS ETF TR | $364.4K | 0.0% |
| VANGUARD MALVERN FDS | $359.3K | 0.0% |
| LOCKHEED MARTIN CORP | $355.6K | 0.0% |
| SPDR SERIES TRUST | $354.0K | 0.0% |
| VANGUARD WORLD FD | $349.5K | 0.0% |
| COSTCO WHOLESALE CORP /NEW | $347.9K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $335.4K | 0.0% |
| ISHARES TR | $332.6K | 0.0% |
| ISHARES TR | $313.9K | 0.0% |
| SELECT SECTOR SPDR TR | $312.2K | 0.0% |
| Greif, Inc | $308.9K | 0.0% |
| Worthington Steel, Inc. | $303.7K | 0.0% |
| SCHWAB STRATEGIC TR | $300.8K | 0.0% |
| NIKE, Inc. | $294.6K | 0.0% |
| GE Vernova Inc. | $292.7K | 0.0% |
| AMERICAN CENTY ETF TR | $288.6K | 0.0% |
| TOUCHSTONE ETF TRUST | $287.8K | 0.0% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $283.2K | 0.0% |
| Walt Disney Co | $281.7K | 0.0% |
| SELECT SECTOR SPDR TR | $281.6K | 0.0% |
| SCHWAB STRATEGIC TR | $277.7K | 0.0% |
| DTE ENERGY CO | $275.1K | 0.0% |
| VERIZON COMMUNICATIONS INC | $274.9K | 0.0% |
| Medtronic plc | $271.5K | 0.0% |
| CISCO SYSTEMS, INC. | $270.8K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $261.6K | 0.0% |
| GENERAL ELECTRIC CO | $257.9K | 0.0% |
| Broadcom Inc. | $255.1K | 0.0% |
| 3M CO | $252.9K | 0.0% |
| iShares MSCI UAE ETF | $249.0K | 0.0% |
| Prologis Inc | $242.6K | 0.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $235.4K | 0.0% |
| The Boeing Company | $235.3K | 0.0% |
| VANGUARD WORLD FD | $232.0K | 0.0% |
| VANGUARD STAR FDS | $223.2K | 0.0% |
| ISHARES TR | $221.7K | 0.0% |
| Mastercard Inc | $218.5K | 0.0% |
| FIRST TR EXCHANGE-TRADED FD | $214.0K | 0.0% |
| DIMENSIONAL ETF TRUST | $213.0K | 0.0% |
| AT&T INC. | $212.5K | 0.0% |