0001608062-17-000003.txt : 20170814 0001608062-17-000003.hdr.sgml : 20170814 20170814151840 ACCESSION NUMBER: 0001608062-17-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170814 DATE AS OF CHANGE: 20170814 EFFECTIVENESS DATE: 20170814 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: 171029641 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 false false 0001608062 XXXXXXXX 06-30-2017 06-30-2017 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 08-14-2017 0 32 488079 false INFORMATION TABLE 2 Summit13F20170630.xlsx.xml SUMMIT 13F VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 238924 1919836 SH SOLE 0 0 1919836 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 106270 2124123 SH SOLE 0 0 2124123 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 28023 272407 SH SOLE 0 0 272407 VANGUARD INDEX FDS VALUE ETF ETF 922908744 24738 256195 SH SOLE 0 0 256195 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 21269 512141 SH SOLE 0 0 512141 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 19896 161876 SH SOLE 0 0 161876 UNITED STS COMMODITY INDEX FD ETF 911717106 15181 394410 SH SOLE 0 0 394410 VANGUARD WORLD FDS ENERGY ETF ETF 92204A306 12399 140100 SH SOLE 0 0 140100 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 2117 41548 SH SOLE 0 0 41548 VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF ETF 921943858 1479 35805 SH SOLE 0 0 35805 ISHARES NATIONAL MUN ETF ETF 464288414 1390 12626 SH SOLE 0 0 12626 ONEOK PARTNERS LP UNIT LTD PARTN Unit Partnership 68268N103 1175 23007 SH SOLE 0 0 23007 ISHARES CORE RUSSELL VAL ETF 464287663 1150 22572 SH SOLE 0 0 22572 ENTERPRISE PRODS PARTNERS L COM Unit Partnership 293792107 1091 40275 SH SOLE 0 0 40275 WILLIAMS PARTNERS L P COM UNIT L P Unit Partnership 96949L105 1078 26874 SH SOLE 0 0 26874 BUCKEYE PARTNERS L P UNIT LTD PARTN Unit Partnership 118230101 1075 16815 SH SOLE 0 0 16815 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP Unit Partnership 559080106 1015 14236 SH SOLE 0 0 14236 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN Unit Partnership 726503105 1006 38276 SH SOLE 0 0 38276 MPLX LP Unit Partnership 55336V100 1000 29939 SH SOLE 0 0 29939 WESTERN GAS PARTNERS LP COM UNIT LP IN Unit Partnership 958254104 975 17433 SH SOLE 0 0 17433 ENBRIDGE ENERGY PARTNERS L P COM Unit Partnership 29250R106 968 60519 SH SOLE 0 0 60519 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN Unit Partnership 29273R109 921 45187 SH SOLE 0 0 45187 ISHARES RUS 2000 GRW ETF ETF 464287648 726 4302 SH SOLE 0 0 4302 ISHARES RUS 2000 VAL ETF ETF 464287630 717 6032 SH SOLE 0 0 6032 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF ETF 922042858 554 13562 SH SOLE 0 0 13562 ISHARES RUSSELL 2000 ETF ETF 464287655 547 3884 SH SOLE 0 0 3884 JPMORGAN CHASE & CO COM COM 46625H100 518 5664 SH SOLE 0 0 5664 SPDR S&P 500 ETF TR UNIT ETF 78462F103 449 1858 SH SOLE 0 0 1858 WISDOMTREE TR DIV EX-FINL FD ETF 97717W406 422 5126 SH SOLE 0 0 5126 VANGUARD INDEX FDS REIT ETF ETF 922908553 382 4589 SH SOLE 0 0 4589 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 314 3834 SH SOLE 0 0 3834 ISHARES US FINLS ETF ETF 464287788 310 2888 SH SOLE 0 0 2888