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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
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Small
Growth
17
2
1
0
0
1
9
0
0
SUMMIT FINANCIAL STRATEGIES INC

Time Period2019-03-31

Total Holdings58

Total Value ($x1000)197,074
Activities
New6

Increased21

Unchanged13

Decreased18

Sold Out5

Top 10 Stock Holdingstotal 86.53%
IVV16.4

SCHB15.15

VBK10.76

IJH10.1

SCHM6.98

 
IJR6.27

SCHF6.24

EFA5.74

SCHA4.82

BRK.B4.07

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
16.4%
CORE S&P500 ETF
SCHB
15.15%
US BRD MKT ETF
VBK
10.76%
SML CP GRW ETF
IJH
10.1%
CORE S&P MCP ETF
SCHM
6.98%
US MID-CAP ETF
IJR
6.27%
CORE S&P SCP ETF
SCHF
6.24%
INTL EQTY ETF
EFA
5.74%
MSCI EAFE ETF
SCHA
4.82%
US SML CAP ETF
BRK.B
4.07%
CL B NEW
SCHZ
2.01%
US AGGREGATE B
SPY
0.71%
TR UNIT
AAPL
0.62%
COM
DVY
0.62%
SELECT DIVID ETF
PG
0.6%
COM
VTIP
0.56%
STRM INFPROIDX
SCHC
0.53%
INTL SCEQT ETF
MSFT
0.42%
COM
TXN
0.42%
COM
WMT
0.38%
COM
IWF
0.37%
RUS 1000 GRW ETF
ABT
0.31%
COM
SCHX
0.29%
US LRG CAP ETF
AMZN
0.29%
COM
AGG
0.28%
CORE TOTUSBD ETF
MRK
0.27%
COM
ABBV
0.26%
COM
ICF
0.21%
COHEN&STEER REIT
CINF
0.2%
COM
T
0.2%
COM
VZ
0.19%
COM
MO
0.19%
COM
LANC
0.17%
COM
JPM
0.17%
COM
VHT
0.17%
HEALTH CAR ETF
PEP
0.17%
COM
MCD
0.16%
COM
WOR
0.16%
COM
BRK.A
0.15%
CL A
PRF
0.15%
FTSE RAFI 1000
LMT
0.15%
COM
NKE
0.14%
CL B
MMM
0.14%
COM
SCZ
0.14%
EAFE SML CP ETF
QQQ
0.14%
UNIT SER 1
SPXL
0.13%
DRX S&P500BULL
VUG
0.13%
GROWTH ETF
VTV
0.13%
VALUE ETF
PFE
0.13%
COM
PM
0.12%
COM
XOM
0.12%
COM
SCHE
0.11%
EMRG MKTEQ ETF
PDN
0.11%
FTSE RAFI SML
VPU
0.11%
UTILITIES ETF
HBAN
0.1%
COM
INTC
0.1%
COM
CVX
0.1%
COM
DIS
0.1%
COM DISNEY
GSY
0.39%
ULTRA SHRT DUR
FNDF
0.36%
SCHWB FDT INT LG
SDY
0.34%
S&P DIVID ETF
SCHG
0.2%
US LCAP GR ETF
FNDA
0.16%
SCHWAB FDT US SC