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Summit Financial Strategies, Inc. files portfolio update

Summit Financial Strategies, Inc. just filed a portfolio update (also known as a 13-F), dated November 03, 2015. The portfolio holdings are as of September 30, 2015.

Summit Financial Strategies, Inc. reported adding to its positions of:

  • Vanguard Short Term Government Bond ETF
  • Vanguard Health Systems
  • S&P Quality Rankings Glbl Equ Mngd Tr
  • Procter & Gamble Company (The)
  • PPG Industries
  • Walt Disney Company (The)
  • AT&T Inc.
  • Apple Inc.
  • Altria Group

Positions in the following companies appear to have been...


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