Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMMIT FINANCIAL STRATEGIES INC | 01-22-2024 | 12-31-2023 | 142 | 654,443,024 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 1 | $87,148,769 | 3,413,583 | 0.01 | 0.01 | 48,759 | 1.45 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 2 | $76,946,282 | 1,382,186 | 0.01 | 0.01 | -16,947 | -1.21 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 3 | $66,171,204 | 138,541 | 0.01 | 0.01 | -2,830 | -2.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 4 | $45,743,535 | 607,323 | 0.01 | 0.01 | 21,030 | 3.59 | 12-31-2023 |
