SF
| |
Summit Financial Strategies, Inc.13F | |
| Summit Financial Strategies, Inc. | |
| Last update 2025-05-12 | 149 Stocks (8 new) |
| Value $992.00 Mil | Turnover 12 % |
Summit Financial Strategies, I... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 3,887,132 | 107,945.6 | +2.12% | 10.890 | +0.23% | 1.290 | +25.45% | +21.45% | 9,588.2 | ||
JCPB | JPMorgan Core Plus Bond ETF | 1,926,980 | 90,645.1 | +1,774.66% | 9.140 | +8.65% | 1.440 | +1.05% | +3.60% | 6,783.8 | ||
FBND | Fidelity Total Bond ETF | 1,891,669 | 86,354.7 | +8.88% | 8.710 | +0.71% | 0.460 | +1.53% | +3.62% | 18,478.4 | ||
SCHB | Schwab U.S. Broad Market ETF | 3,882,561 | 83,591.5 | -4.21% | 8.430 | -0.43% | 0.270 | +23.99% | +6.22% | 34,495.2 | ||
IVV | iShares Core S&P 500 ETF | 132,197 | 74,281.7 | +1.55% | 7.490 | +0.11% | 0.010 | +23.58% | +6.63% | 619,462.7 | ||
DFLV | Dimensional US Large Cap Value ETF | 1,816,827 | 55,540.4 | +8.20% | 5.600 | +0.42% | 1.650 | +15.61% | +5.42% | 3,673.0 | ||
AVEM | Avantis Emerging Markets Equity ETF | 867,238 | 52,181.7 | +2.69% | 5.260 | +0.14% | 0.650 | +27.94% | +17.49% | 10,727.8 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 1,886,684 | 49,431.1 | -2.75% | 4.990 | -0.16% | 0.450 | +21.68% | +3.27% | 11,711.7 | ||
PKG | Packaging Corp of America | 230,617 | 45,666.8 | +7.39% | 4.610 | +0.32% | 0.260 | +11.90% | -9.43% | 18,110.3 | Packaging & Containers | |
IJH | iShares Core S&P Mid-Cap ETF | 631,687 | 36,859.0 | +3.97% | 3.720 | +0.14% | 0.040 | +21.13% | +1.95% | 96,551.0 |
Summit Financial Strategies, Inc.'s Historical Top Holdings Breakdowns
Summit Financial Strategies, Inc.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JCPB | JPMorgan Core Plus Bond ETF | 2025-03-31 | Add Add | +8.65% | 45.56 ($46.5) 47.23 | $46.56 | 0.13% | Add 1774.66% | 1,926,980 | 1,824,189 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.71% | 44.41 ($45.29) 45.98 | $45.45 | 0.35% | Add 8.88% | 1,891,669 | 154,221 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Reduce Reduce | -0.43% | 21.23 ($22.75) 23.75 | $23.97 | 5.36% | Reduce -4.21% | 3,882,561 | -170,518 | |
DFLV | Dimensional US Large Cap Value ETF | 2025-03-31 | Add Add | +0.42% | 29.56 ($30.89) 31.77 | $31.38 | 1.59% | Add 8.2% | 1,816,827 | 137,749 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.32% | 663000 ($729331) 801950 | $716,415.00 | -1.77% | New holding | 4 | 4 | |
PKG | Packaging Corp of America | 2025-03-31 | Add Add | +0.32% | 192.03 ($213.4) 242.13 | $201.27 | -5.68% | Add 7.39% | 230,617 | 15,860 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.23% | 25.54 ($27.31) 28.8 | $30.86 | 13.00% | Add 2.12% | 3,887,132 | 80,682 | |
DFGR | Dimensional Global Real Estate ETF | 2025-03-31 | Add Add | +0.18% | 24.73 ($26.06) 26.89 | $26.82 | 2.92% | Add 8.98% | 807,988 | 66,582 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +0.17% | 50.48 ($50.78) 51.04 | $50.58 | -0.39% | Add 224.99% | 49,428 | 34,219 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.16% | 442.66 ($486.15) 534.52 | $478.03 | -1.67% | Reduce -11.03% | 26,497 | -3,286 |
Summit Financial Strategies, Inc. Total Holding History ($B)
Summit Financial Strategies, Inc.'s Asset Allocation
Summit Financial Strategies, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Summit Financial Strategies, Inc.'s Hypothetical Growth since 2025-03-31
Summit Financial Strategies, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Summit Financial Strategies, Inc.'s Holdings Heat Map
Size field:
Summit Financial Strategies, Inc.'s Holdings Bubble Chart
Summit Financial Strategies, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers