Instuitional Investor - Summit Financial Strategies, Inc.
Fund Profile
Filing Period:
| Fund Name: | Summit Financial Strategies, Inc. |
| Portfolio Value | $1,080,531,783 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,842,841 | $119,473,914 | 11.06% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 2,148,587 | $101,112,504 | 9.36% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,948,185 | $89,129,459 | 8.25% | |
| 4. | FNDF | 3,696,905 | $88,097,236 | 8.15% | |
| 5. | IEF | 137,209 | $85,193,042 | 7.88% |
