Instuitional Investor - Summit Financial Strategies, Inc.
Fund Profile
Filing Period:
| Fund Name: | Summit Financial Strategies, Inc. |
| Portfolio Value | $1,268,968,603 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,887,458 | $138,121,382 | 10.88% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 2,639,364 | $124,261,261 | 9.79% | |
| 3. | IEF | 167,655 | $109,513,773 | 8.63% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 2,226,626 | $101,578,674 | 8% | |
| 5. | Dimensional Etf Trust | 2,408,269 | $85,999,294 | 6.78% |
Hedge Fund Resource Center 
