Summit Financial Strategies, Inc.
CIK Number: 0001625246
888.34M
Market Value
142
# of Holdings
17 months
Avg. Holding Period
74.83%
Win Rate
3.55%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Etf... | 55.44 | -0.47% | 3.63M | +2.72% | 102.04M | 20.21 | 11.49% | |
| 2 | Schwab Strategi... | 23.43 | -0.53% | 1.39M | -0.82% | 92.33M | 29.68 | 10.39% | |
| 3 | Fidelity Merrim... | 45.64 | -0.38% | 1.59M | +22.71% | 74.32M | 45.06 | 8.37% | |
| 4 | Ishares Tr | 607.65 | -0.48% | 127.73K | -2.25% | 73.68M | 266.3 | 8.29% | |
| 5 | Schwab Strategi... | 29.15 | -0.52% | 657.84K | +2.45% | 54.66M | 39.04 | 6.15% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
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- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
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- Up to 30 years financial history
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