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Summit Financial Strategies, Inc.

Q1 2018 Holdings

Filed 2018-05-14 | 54 holdings | $708.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Malvern FDS(VTIP)STRM INFPROIDX922020805$20.8K424,9182.9%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$23.7K370,8163.3%
Ishares TR(IVV)CORE S&P500 ETF464287200$29.4K110,7284.1%
Abbvie Inc(ABBV)COM00287Y109$516.0K5,45072.8%
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