Summit Financial Strategies, Inc.
CIK Number: 0001625246
906.03M
Market Value
147
# of Holdings
18 months
Avg. Holding Period
38.82%
Win Rate
19.82%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFIC | Dimensional Int... | 28.86 | +0.96% | 3.81M | +4.97% | 98.38M | 20.47 | 10.86% |
| 2 | SCHB | Schwab U.S. Bro... | 21.25 | +0.19% | 4.05M | +192.01% | 92M | 12.11 | 10.15% |
| 3 | FBND | Fidelity Total ... | 45.62 | +0.29% | 1.74M | +9.27% | 77.96M | 45.04 | 8.60% |
| 4 | IVV | iShares Core S&... | 554.34 | +0.21% | 130.18K | +1.92% | 76.64M | 272.38 | 8.46% |
| 5 | SCHM | Schwab U.S. Mid... | 25.54 | +0.53% | 1.94M | +194.91% | 53.76M | 21.01 | 5.93% |
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