Summit Financial Strategies, Inc.

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$13.32M2.2131,678-4.48%-$624,892.742.75
Civista Bancshares, Inc.
CIVB
$2.22M0.92144,2990%+$00.46
Packaging Corporation of America
PKG
$42.2M0.25222,366-4.59%-$2.03M8.71
Park National Corporation
PRK
$1.24M0.069,1440%+$00.26
Worthington Industries, Inc.
WOR
$965,661.000.0315,518-0.43%-$4,169.310.2
Lancaster Colony Corporation
LANC
$1.04M0.025,0310%+$00.22
Applied Materials, Inc.
AMAT
$1.13M<0.015,496-0.87%-$9,899.040.23
Texas Instruments Incorporated
TXN
$1.01M<0.015,785+0.28%+$2,787.360.21
The Procter & Gamble Company
PG
$2.01M<0.0112,398+1.68%+$33,260.050.42
Walmart Inc.
WMT
$5.29M<0.0187,943+197.13%+$3.51M1.09
JPMorgan Chase & Co.
JPM
$2.25M<0.0111,220-0.44%-$10,014.920.46
Vanguard Total Stock Market Index Fund
VTI
$1.2M<0.014,601-0.33%-$3,898.310.25
Alphabet Inc.
GOOGL
$1.09M<0.017,249+1.85%+$19,922.080.23
Schwab U.S. Mid-Cap ETF
SCHM
$50.28M<0.01617,408+1.66%+$821,220.9510.37
iShares Russell Mid-Cap ETF
IWR
$2.41M<0.0128,631-0.83%-$20,181.600.5
Vanguard 500 Index Fund
VOO
$5.64M<0.0111,734+7.59%+$398,006.841.16
SPDR Gold Shares
GLD
$2.04M<0.019,915-0.31%-$6,377.320.42
Schwab International Equity ETF
SCHF
$5.91M<0.01151,456-0.98%-$58,491.111.22
Abbott Laboratories
ABT
$976,453.00<0.018,591-17.45%-$206,406.550.2
iShares Russell 2000 ETF
IWM
$1.23M<0.015,863-0.05%-$630.880.25
Vanguard Mid Cap Index Fund
VO
$1.2M<0.014,788+9.14%+$100,194.050.25
Fidelity Total Bond ETF
FBND
$1.32M<0.0129,144+15.74%+$179,608.890.27
Schwab U.S. Small-Cap ETF
SCHA
$24.44M<0.01496,326+3.46%+$817,777.285.04
Apple Inc.
AAPL
$12.2M<0.0171,139+0.82%+$98,772.732.52
iShares Russell 1000 Growth ETF
IWF
$1.81M<0.015,371-2.66%-$49,542.910.37
Vanguard Developed Markets Index Fund
VEA
$4.53M<0.0190,352-0.69%-$31,607.280.94
Energy Transfer LP
ET
$1.32M<0.0184,0070%+$00.27
iShares Russell 1000 Value ETF
IWD
$1.76M<0.019,808-0.11%-$1,970.210.36
Vanguard Small Cap Growth Index Fund
VBK
$35.43M<0.01135,912+0.89%+$312,603.347.31
iShares MSCI EAFE Value ETF
EFV
$2.75M<0.0150,639-4.08%-$117,177.620.57
iShares Russell 1000 ETF
IWB
$3.85M<0.0113,365-1.49%-$58,182.060.79
iShares MSCI EAFE ETF
EFA
$5.22M<0.0165,399-1.06%-$55,822.141.08
iShares S&P 500 Growth ETF
IVW
$1.13M<0.0113,392-0.1%-$1,097.720.23
Tesla, Inc.
TSLA
$1.1M<0.016,241+5.42%+$56,433.040.23
NVIDIA Corporation
NVDA
$1.44M<0.011,597+82.93%+$654,003.210.3
Exxon Mobil Corporation
XOM
$1.46M<0.0112,520-0.85%-$12,437.440.3
iShares Core S&P 500 ETF
IVV
$71.27M<0.01135,570-2.14%-$1.56M14.71
SPDR S&P 500 ETF Trust
SPY
$2.71M<0.015,174-0.88%-$24,062.710.56
Vanguard Short-Term Bond Index Fund
BSV
$1.49M<0.0119,469+21.27%+$261,828.010.31
Microsoft Corporation
MSFT
$10.21M<0.0124,257+1.36%+$136,734.662.11
Vanguard S&P Mid-Cap 400 Index Fund
IVOO
$1.03M<0.019,973+0.07%+$721.070.21
Schwab U.S. Aggregate Bond ETF
SCHZ
$4.83M<0.01104,931+2.04%+$96,415.641
Eli Lilly and Company
LLY
$1.65M<0.012,118-1.53%-$25,676.120.34
iShares Core S&P Small-Cap ETF
IJR
$22.19M<0.01200,763+0.01%+$2,763.004.58
Schwab U.S. Large-Cap ETF
SCHX
$3.64M<0.0158,694-1.03%-$38,042.840.75
Avantis Emerging Markets Equity ETF
AVEM
$43.23M<0.01745,826+9.1%+$3.61M8.92
Vanguard Emerging Markets Stock Index Fund
VWO
$3.66M<0.0187,507-15.63%-$677,381.240.75
iShares Core S&P Mid-Cap ETF
IJH
$36.41M<0.01599,516+399.45%+$29.12M7.51
Schwab U.S. TIPS ETF
SCHP
$1.97M<0.0137,842+5.36%+$100,355.850.41
Amazon.com, Inc.
AMZN
$1.47M<0.018,173+3.44%+$49,065.670.3