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Home > Institutional Investor > Summit Financial Strategies, Inc. > Profile

Instuitional Investor - Summit Financial Strategies, Inc.

Fund Profile
Filing Period:
Fund Name: Summit Financial Strategies, Inc.
Portfolio Value $654,443,024
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 3,413,583 $87,148,769 13.31%
2.
Schwab Strategic Trust
 FNDF 1,382,186 $76,946,282 11.75%
3.
Ishares Trust
 IEF 138,541 $66,171,204 10.11%
4.
Schwab Strategic Trust
 FNDF 607,323 $45,743,535 6.98%
5.
American Centy Etf Tr
 683,615 $38,549,050 5.89%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)