Instuitional Investor - Summit Financial Strategies, Inc.
Fund Profile
Filing Period:
| Fund Name: | Summit Financial Strategies, Inc. |
| Portfolio Value | $991,513,208 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,887,132 | $107,945,644 | 10.89% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 1,926,980 | $90,645,139 | 9.14% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,891,669 | $86,354,684 | 8.71% | |
| 4. | FNDF | 3,882,561 | $83,591,529 | 8.43% | |
| 5. | IEF | 132,197 | $74,281,657 | 7.49% |
