Instuitional Investor - Summit Financial Strategies, Inc.
Fund Profile
Filing Period:
| Fund Name: | Summit Financial Strategies, Inc. |
| Portfolio Value | $1,424,552,422 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | DFAC | 3,967,115 | $147,814,706 | 10.38% | |
| 2. | IEF | 180,782 | $135,385,719 | 9.5% | |
| 3. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 2,800,552 | $131,457,888 | 9.23% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 2,384,200 | $108,457,272 | 7.61% | |
| 5. | DFAC | 2,481,330 | $98,111,769 | 6.89% |
Hedge Fund Resource Center 
