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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.
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Value
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Growth
15
2
1
0
0
1
8
0
0
SUMMIT FINANCIAL STRATEGIES INC

Time Period2018-12-31

Total Holdings57

Total Value ($x1000)178,308
Activities
New7

Increased21

Unchanged14

Decreased15

Sold Out10

Top 10 Stock Holdingstotal 82.49%
IVV15.78

SCHB14.24

VBK9.92

IJH9.69

IJR6.38

 
SCHM6.27

SCHF5.7

EFA5.69

BRK.B4.6

SCHA4.22

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
15.78%
CORE S&P500 ETF
SCHB
14.24%
US BRD MKT ETF
VBK
9.92%
SML CP GRW ETF
IJH
9.69%
CORE S&P MCP ETF
IJR
6.38%
CORE S&P SCP ETF
SCHM
6.27%
US MID-CAP ETF
SCHF
5.7%
INTL EQTY ETF
EFA
5.69%
MSCI EAFE ETF
BRK.B
4.6%
CL B NEW
SCHA
4.22%
US SML CAP ETF
VTIP
3.09%
STRM INFPROIDX
SCHZ
2.17%
US AGGREGATE B
SPY
0.74%
TR UNIT
SCHX
0.64%
US LRG CAP ETF
DVY
0.62%
SELECT DIVID ETF
AAPL
0.6%
COM
PG
0.59%
COM
SCHC
0.52%
INTL SCEQT ETF
MSFT
0.51%
COM
TXN
0.42%
COM
GSY
0.39%
ULTRA SHRT DUR
FNDF
0.36%
SCHWB FDT INT LG
IWF
0.35%
RUS 1000 GRW ETF
SDY
0.34%
S&P DIVID ETF
ICF
0.33%
COHEN&STEER REIT
ABBV
0.32%
COM
ABT
0.31%
COM
AMZN
0.31%
COM
WMT
0.28%
COM
MRK
0.28%
COM
AGG
0.27%
CORE TOTUSBD ETF
CINF
0.22%
COM
LANC
0.21%
COM
VZ
0.2%
COM
SCHG
0.2%
US LCAP GR ETF
JPM
0.18%
COM
T
0.18%
COM
VHT
0.18%
HEALTH CAR ETF
MO
0.18%
COM
PEP
0.17%
COM
BRK.A
0.17%
CL A
FNDA
0.16%
SCHWAB FDT US SC
WOR
0.16%
COM
MCD
0.16%
COM
QQQ
0.15%
UNIT SER 1
PFE
0.14%
COM
MMM
0.14%
COM
NKE
0.14%
CL B
LMT
0.14%
COM
PRF
0.14%
FTSE RAFI 1000
SCZ
0.13%
EAFE SML CP ETF
DIS
0.13%
COM DISNEY
VTV
0.13%
VALUE ETF
VUG
0.12%
GROWTH ETF
XOM
0.12%
COM
PDN
0.11%
FTSE RAFI SML
HBAN
0.11%
COM
SPXL
0.13%
DRX S&P500BULL
VBR
0.11%
SM CP VAL ETF
PM
0.11%
COM
AADR
0.11%
BNY GRWTH ADR
HHC
0.1%
COM
CVX
0.1%
COM
SCHE
0.09%
EMRG MKTEQ ETF
INTC
0.09%
COM
GE
0.08%
COM
TRX
< 0.01%
COM