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Summit Financial Strategies, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Summit Financial Strategies, Inc.

报告期 2026-03-31 · CIK 0001625246

持仓数

170

前50大市值合计

$1.20B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$138.1M

3,887,458

11.5%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$124.3M

2,639,364

10.3%

IVV ISHARES TR

CORE S&P500 ETF

$109.5M

167,655

9.1%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$101.6M

2,226,626

8.4%

DFLV DIMENSIONAL ETF TRUST

US LARGE CAP VAL

$86.0M

2,408,269

7.1%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$67.1M

2,672,115

5.6%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$66.8M

829,341

5.6%

IJH ISHARES TR

CORE S&P MCP ETF

$65.7M

972,216

5.5%

PKG PACKAGING CORP AMER

COM

$52.1M

245,657

4.3%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$41.8M

138,366

3.5%

IJR ISHARES TR

CORE S&P SCP ETF

$40.2M

323,477

3.3%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$39.7M

1,282,374

3.3%

DFGR DIMENSIONAL ETF TRUST

GLOBAL REAL EST

$28.2M

1,062,100

2.3%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$27.9M

446,289

2.3%

VONG VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW

$27.3M

248,740

2.3%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$21.5M

740,763

1.8%

AAPL APPLE INC

COM

$17.8M

70,124

1.5%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$12.2M

25,359

1.0%

WMT WALMART INC

COM

$10.2M

82,409

0.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$10.2M

17,039

0.8%

JMUB J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF

$7.9M

157,489

0.7%

MSFT MICROSOFT CORP

COM

$7.8M

21,102

0.6%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$7.6M

328,668

0.6%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$5.1M

78,995

0.4%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$4.9M

199,171

0.4%

EFA ISHARES TR

MSCI EAFE ETF

$4.7M

48,891

0.4%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$4.6M

95,351

0.4%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$4.6M

90,554

0.4%

IWB ISHARES TR

RUS 1000 ETF

$4.4M

12,469

0.4%

GLD SPDR GOLD TR

GOLD SHS

$4.4M

10,249

0.4%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$4.1M

158,494

0.3%

IWF ISHARES TR

RUS 1000 GRW ETF

$4.0M

9,338

0.3%

TSLA TESLA INC

COM

$3.8M

10,110

0.3%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$3.4M

62,649

0.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$3.4M

5,181

0.3%

CIVB CIVISTA BANCSHARES INC

COM NO PAR

$3.3M

142,614

0.3%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$3.2M

119,355

0.3%

JPM JPMORGAN CHASE & CO

COM

$3.1M

10,600

0.3%

VO VANGUARD INDEX FDS

MID CAP ETF

$3.1M

10,786

0.3%

ABBV ABBVIE INC

COM

$3.1M

14,151

0.3%

IWR ISHARES TR

RUS MID CAP ETF

$3.0M

31,155

0.3%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$2.9M

36,514

0.2%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$2.9M

4

0.2%

EFV ISHARES TR

EAFE VALUE ETF

$2.7M

36,843

0.2%

PRK PARK NATL CORP

COM

$2.5M

15,447

0.2%

GOOGL ALPHABET INC

CAP STK CL A

$2.2M

7,748

0.2%

NVDA NVIDIA CORPORATION

COM

$2.2M

12,633

0.2%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$2.2M

15,021

0.2%

IWD ISHARES TR

RUS 1000 VAL ETF

$2.1M

9,975

0.2%

— EXXON MOBIL CORP

COM

$2.1M

12,257

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

52%前 6 大占比

DFIC11.5%JCPB10.3%IVV9.1%FBND8.4%DFLV7.1%SCHB5.6%