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Instuitional Investor - Summit Financial Strategies, Inc.

Fund Profile
Filing Period:
Fund Name: Summit Financial Strategies, Inc.
Portfolio Value $205,799,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. IEF 115,672 $31,584 15.34%
2. FNDF 388,985 $25,669 12.47%
Vanguard Malvern Fds
444,720 $21,725 10.55%
Vanguard Index Fds
118,187 $20,777 10.09%
5. IEF 100,005 $19,479 9.46%