Instuitional Investor - Summit Financial Strategies, Inc.
Fund Profile
Filing Period:
| Fund Name: | Summit Financial Strategies, Inc. |
| Portfolio Value | $1,216,859,129 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,874,957 | $133,531,004 | 10.97% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 2,450,460 | $116,029,287 | 9.54% | |
| 3. | IEF | 147,751 | $101,200,415 | 8.32% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 2,090,807 | $96,260,765 | 7.91% | |
| 5. | FNDF | 3,183,036 | $83,491,032 | 6.86% |
Hedge Fund Resource Center 
