Summit Financial Strategies, Inc.

Q4 2014 13F Holdings Report, Stock Holdings

Signature - Title
Samantha A.L. Macchia - Partner and Chief Compliance Officer
Location
Columbus, OH
Holdings as of
31 Dec 2014
Value $
$123,502,000
Num holdings
40
Filing time
13 Feb 2015, 07:46:11 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, IJH, VBK, IJR, and VTIP.
Next filing
Q1 2015 - 14 May 2015
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Samantha A.L. Macchia Partner and Chief Compliance Officer Columbus, Ohio 13 Feb 2015