Summit Financial Strategies, Inc.
CIK Number: 0001625246
Main Sectors:
Top Industries:
Filing Date: Jul 17, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFIC | Dimensional Int... | 32.94 | +0.03% | 3.84M | -1.14% | 119.47M | 20.62 | 11.06% | Share |
| 2 | JCPB | JPMorgan Core P... | 47.51 | +0.06% | 2.15M | +11.50% | 101.11M | 47 | 9.36% | Share |
| 3 | FBND | Fidelity Total ... | 46.40 | +0.12% | 1.95M | +2.99% | 89.13M | 45.11 | 8.25% | Share |
| 4 | SCHB | Schwab U.S. Bro... | 25.84 | +0.14% | 3.7M | -4.78% | 88.1M | 12.11 | 8.15% | Share |
| 5 | IVV | iShares Core S&... | 672.48 | +0.10% | 137.21K | +3.79% | 85.19M | 289.36 | 7.88% | Share |
| 6 | AVEM | Avantis Emergin... | 75.91 | +0.17% | 868.54K | +0.15% | 59.53M | 57.19 | 5.51% | Share |
| 7 | DFLV | Dimensional US ... | 32.88 | +0.02% | 1.91M | +5.31% | 59.35M | 28.84 | 5.49% | Share |
| 8 | SCHM | Schwab U.S. Mid... | 29.93 | +0.52% | 1.81M | -3.89% | 50.86M | 21.01 | 4.71% | Share |
| 9 | PKG | Packaging Corpo... | 215.63 | +0.36% | 243.15K | +5.43% | 45.82M | 139.1 | 4.24% | Share |
| 10 | IJH | iShares Core S&... | 65.58 | +0.13% | 688.84K | +9.05% | 42.72M | 40.47 | 3.95% | Share |
| 11 | VBK | Vanguard Small ... | 301.60 | +0.97% | 139.51K | +2.36% | 38.64M | 282.74 | 3.58% | Share |
| 12 | IJR | iShares Core S&... | 119.52 | +0.29% | 241.01K | +13.93% | 26.34M | 78.68 | 2.44% | Share |
| 13 | SCHA | Schwab U.S. Sma... | 28.09 | +0.52% | 1.03M | -2.58% | 26.07M | 19.23 | 2.41% | Share |
| 14 | DFGR | Dimensional Glo... | 27.32 | -0.33% | 831.16K | +2.87% | 22.3M | 25.85 | 2.06% | Share |
| 15 | DFAT | Dimensional U.S... | 58.41 | -0.03% | 371.6K | +13.63% | 20.05M | 52.74 | 1.86% | Share |
| 16 | AAPL | Apple Inc. | 257.13 | +0.66% | 69.47K | -0.28% | 14.25M | 114.02 | 1.32% | Share |
| 17 | BRK-B | Berkshire Hatha... | 495.96 | -0.45% | 26.39K | -0.41% | 12.82M | 210.47 | 1.19% | Share |
| 18 | SCHZ | Schwab U.S. Agg... | 23.47 | +0.09% | 478.74K | -3.04% | 11.13M | 24.07 | 1.03% | Share |
| 19 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 21.36K | -1.65% | 10.62M | 220.29 | 0.98% | Share |
| 20 | WMT | Walmart Inc. | 101.71 | -0.25% | 84.38K | -0.19% | 8.25M | 50.99 | 0.76% | Share |
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