Summit Financial Strategies, Inc. Buys The Kroger Co, Exxon Mobil Corp, Costco Wholesale Corp, Sells Dimensional U.S. Targeted Value ETF, American Airlines Group Inc, CF Bankshares Inc

• New Purchases: KR, COST, CVS, GAB, KODK,
• Added Positions: SCHB, EFV, SCHM, SCHF, PKG, IVV, SCHA, EFA, IJH, VBK, XOM, VOO, SCHZ, VTIP, BSV, VBR, SCHP, VWO, VZ, PEP, SCHH, T, MRK, MDT, AGG, QQQ, FB, DIS, CMCSA, CAT,
• Reduced Positions: WOR, BRK.B, USB, JPM, IBP, ABT, WMT, VSS, VIOO, SCHC, NKE, MDLZ, MCD, LLY, IYR, SCZ, PDN, INTC, SPXL,
• Sold Out: DFAT, AAL, CFBK,

For the details of Summit Financial Strategies, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/summit+financial+strategies%2C+inc./current-portfolio/portfolio

1. iShares Core S&P 500 ETF (IVV) - 157,641 shares, 12.98% of the total portfolio. Shares added by 1.90%
2. Schwab U.S. Broad Market ETF (SCHB) - 628,776 shares, 12.48% of the total portfolio. Shares added by 4.17%
3. Vanguard Small Cap Growth ETF (VBK) - 124,971 shares, 6.69% of the total portfolio. Shares added by 1.42%
4. iShares Core S&P Mid-Cap ETF (IJH) - 127,728 shares, 6.42% of the total portfolio. Shares added by 2.31%
5. Schwab International Equity ETF (SCHF) - 846,339 shares, 6.26% of the total portfolio. Shares added by 5.72%

Summit Financial Strategies, Inc. initiated holding in The Kroger Co. The purchase prices were between $37.41 and $47.31, with an estimated average price of $42. The stock is now traded at around $41.840000. The impact to a portfolio due to this purchase was 0.12%. The holding were 15,286 shares as of 2021-09-30.

Summit Financial Strategies, Inc. initiated holding in Costco Wholesale Corp. The purchase prices were between $394.53 and $467.75, with an estimated average price of $439.33. The stock is now traded at around $508.830000. The impact to a portfolio due to this purchase was 0.04%. The holding were 494 shares as of 2021-09-30.

Summit Financial Strategies, Inc. initiated holding in CVS Health Corp. The purchase prices were between $80.05 and $87.47, with an estimated average price of $83.8. The stock is now traded at around $92.650000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,497 shares as of 2021-09-30.

Summit Financial Strategies, Inc. initiated holding in Gabelli Equity Trust Inc. The purchase prices were between $6.52 and $7.07, with an estimated average price of $6.78. The stock is now traded at around $7.059900. The impact to a portfolio due to this purchase was 0.01%. The holding were 10,699 shares as of 2021-09-30.

Summit Financial Strategies, Inc. initiated holding in Eastman Kodak Co. The purchase prices were between $6.73 and $8.32, with an estimated average price of $7.31. The stock is now traded at around $7.055000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 600 shares as of 2021-09-30.

Summit Financial Strategies, Inc. added to a holding in Exxon Mobil Corp by 74.77%. The purchase prices were between $52.73 and $63.26, with an estimated average price of $57.05. The stock is now traded at around $64.330000. The impact to a portfolio due to this purchase was 0.08%. The holding were 16,568 shares as of 2021-09-30.

Summit Financial Strategies, Inc. added to a holding in Vanguard Short-Term Inflation-Protected Securities by 22.72%. The purchase prices were between $51.06 and $51.92, with an estimated average price of $51.58. The stock is now traded at around $52.385000. The impact to a portfolio due to this purchase was 0.01%. The holding were 6,520 shares as of 2021-09-30.

Summit Financial Strategies, Inc. sold out a holding in Dimensional U.S. Targeted Value ETF. The sale prices were between $41.55 and $45.75, with an estimated average price of $44.23.

Summit Financial Strategies, Inc. sold out a holding in CF Bankshares Inc. The sale prices were between $18.4 and $20.49, with an estimated average price of $19.16.

Summit Financial Strategies, Inc. sold out a holding in American Airlines Group Inc. The sale prices were between $18.5 and $22.08, with an estimated average price of $20.27.