Summit Financial Strategies, Inc.
CIK 1625246 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- DFIC13.32%
- SCHB11.76%
- IVV10.11%
- SCHM6.99%
- AVEM5.89%
- PKG5.80%
- IJH5.08%
- VBK4.98%
- SCHA3.46%
- IJR3.32%
Share classes counted separately70.71%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $87.15M | 13.32% | 3.41M shares | — | ↗▾ | |
| 02 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $76.95M | 11.76% | 1.38M shares | — | ↗▾ | |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $66.17M | 10.11% | 138.54K shares | — | ↗▾ | |
| 04 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $45.74M | 6.99% | 607.32K shares | — | ↗▾ | |
| 05 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $38.55M | 5.89% | 683.62K shares | — | ↗▾ | |
| 06 | PKGPACKAGING CORP OF AMERICA View history and evidence | $37.97M | 5.80% | 233.07K shares | — | ↗▾ | |
| 07 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $33.27M | 5.08% | 120.03K shares | — | ↗▾ | |
| 08 | VBKVAN MORST SML-CAP GRO-USD INSML CP GRW ETF View history and evidence | $32.57M | 4.98% | 134.71K shares | — | ↗▾ | |
| 09 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $22.66M | 3.46% | 479.72K shares | — | ↗▾ | |
| 10 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $21.73M | 3.32% | 200.74K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CVX CHEVRON CORP | Non-derivative | — | — | SEC filing ↗ | |
| USO UNITED STATES OIL FUND LP | Non-derivative | — | — | SEC filing ↗ | |
| FITB FIFTH THIRD BANCORP | Non-derivative | — | — | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1625246 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 654443024
}Research all 142 reported holdings.
This page includes 30 of 142 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 142 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1625246","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"1625246","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.