0001608062-17-000002.txt : 20170509 0001608062-17-000002.hdr.sgml : 20170509 20170509135931 ACCESSION NUMBER: 0001608062-17-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170509 DATE AS OF CHANGE: 20170509 EFFECTIVENESS DATE: 20170509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Equities Inc CENTRAL INDEX KEY: 0001608062 IRS NUMBER: 222387914 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16186 FILM NUMBER: 17825718 BUSINESS ADDRESS: STREET 1: 4 CAMPUS DRIVE CITY: PARSIPPANY STATE: NJ ZIP: 07054 BUSINESS PHONE: 9732853670 MAIL ADDRESS: STREET 1: 4 CAMPUS DRIVE CITY: PARSIPPANY STATE: NJ ZIP: 07054 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001608062 XXXXXXXX 03-31-2017 03-31-2017 Summit Equities Inc

4 CAMPUS DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-16186 N James Carlson-Zyats 973-285-4361 James Carlson-Zyats Parsippany NJ 05-09-2017 0 25 446407 false INFORMATION TABLE 2 Summit13F20170317.xml SUMMIT 13F VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 220621 1818501 SH SOLE 0 0 0 1818501 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 95336 1993217 SH SOLE 0 0 0 1993217 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 26621 261197 SH SOLE 0 0 0 261197 VANGUARD INDEX FDS VALUE ETF ETF 922908744 23313 244448 SH SOLE 0 0 0 244448 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 19724 463875 SH SOLE 0 0 0 463875 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 18771 152785 SH SOLE 0 0 0 152785 UNITED STS COMMODITY INDEX FD ETF 911717106 14114 360422 SH SOLE 0 0 0 360422 VANGUARD WORLD FDS ENERGY ETF ETF 92204A306 12643 130727 SH SOLE 0 0 0 130727 ONEOK PARTNERS LP UNIT LTD PARTN MLP 68268N103 1255 23236 SH SOLE 0 0 0 23236 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN MLP 726503105 1200 37970 SH SOLE 0 0 0 37970 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 1183 23412 SH SOLE 0 0 0 23412 BUCKEYE PARTNERS L P UNIT LTD PARTN MLP 118230101 1152 16800 SH SOLE 0 0 0 16800 ENBRIDGE ENERGY PARTNERS L P COM MLP 29250R106 1137 59850 SH SOLE 0 0 0 59850 ENTERPRISE PRODS PARTNERS L COM MLP 293792107 1115 40397 SH SOLE 0 0 0 40397 WILLIAMS PARTNERS L P COM UNIT L P MLP 96949L105 1109 27165 SH SOLE 0 0 0 27165 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP MLP 559080106 1102 14335 SH SOLE 0 0 0 14335 MPLX LP MLP 55336V100 1083 30014 SH SOLE 0 0 0 30014 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN MLP 29273R109 1069 29266 SH SOLE 0 0 0 29266 SUNOCO LOGISTICS PRTNRS L P COM UNITS MLP 86764L108 1061 43438 SH SOLE 0 0 0 43438 ISHARES NATIONAL MUN ETF ETF 464288414 818 7509 SH SOLE 0 0 0 7509 ISHARES CORE RUSSELL VAL ETF 464287663 756 14983 SH SOLE 0 0 0 14983 WISDOMTREE TR DIV EX-FINL FD ETF 97717W406 423 5126 SH SOLE 0 0 0 5126 ISHARES U.S. FINLS ETF ETF 464287788 300 2888 SH SOLE 0 0 0 2888 GREENHAVEN CONT CMDTY INDEX UNIT BEN INT ETF 97718W108 273 14220 SH SOLE 0 0 0 14220 VANGUARD INDEX FDS REIT ETF ETF 922908553 228 2755 SH SOLE 0 0 0 2755