0001608062-18-000005.txt : 20180731 0001608062-18-000005.hdr.sgml : 20180731 20180731110224 ACCESSION NUMBER: 0001608062-18-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180731 DATE AS OF CHANGE: 20180731 EFFECTIVENESS DATE: 20180731 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: 18979941 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 06-30-2018 06-30-2018 Summit Equities Inc

4 CAMPUS DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-16186 N James Carson-Zyats 973-285-4361 James Carlson-zyats Parsippany NJ 07-31-2018 0 40 574602 false INFORMATION TABLE 2 Summit13F20180630.xml SUMMIT EQUITIES VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 281158096 2002123 SH SOLE 0 0 2002123 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 118543589 2286720 SH SOLE 0 0 2286720 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 32195700 291469 SH SOLE 0 0 291469 VANGUARD INDEX FDS VALUE ETF ETF 922908744 28318040 272735 SH SOLE 0 0 272735 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 26615740 531464 SH SOLE 0 0 531464 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 23946765 176351 SH SOLE 0 0 176351 UNITED STS COMMODITY INDEX FD ETF 911717106 17877895 408918 SH SOLE 0 0 408918 VANGUARD WORLD FDS ENERGY ETF ETF 92204A306 15555797 148038 SH SOLE 0 0 148038 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 3519212 71311 SH SOLE 0 0 71311 VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF ETF 921943858 2837921 66152 SH SOLE 0 0 66152 ISHARES NATIONAL MUN ETF ETF 464288414 1799466 16503 SH SOLE 0 0 16503 ISHARES CORE RUSSELL VAL ETF 464287663 1593104 29678 SH SOLE 0 0 29678 ISHARES RUSSELL 1000 ETF ETF 464287622 1509769 9934 SH SOLE 0 0 9934 VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 1436956 17747 SH SOLE 0 0 17747 VANGUARD SCOTTSDALE FDS INT-TERM CORP ETF 92206C870 1432565 17152 SH SOLE 0 0 17152 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF ETF 922042858 1192351 28255 SH SOLE 0 0 28255 ENTERPRISE PRODS PARTNERS L COM MLP 293792107 897561 32438 SH SOLE 0 0 32438 WILLIAMS PARTNERS L P COM UNIT L P MLP 96949L105 890901 21949 SH SOLE 0 0 21949 ISHARES RUS 2000 GRW ETF ETF 464287648 879028 4302 SH SOLE 0 0 4302 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP MLP 559080106 834359 12078 SH SOLE 0 0 12078 SPDR S&P 500 ETF TR UNIT ETF 78462F103 828055 3052 SH SOLE 0 0 3052 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 805441 10171 SH SOLE 0 0 10171 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN ETF 29273R109 805282 42294 SH SOLE 0 0 42294 ISHARES RUS 2000 VAL ETF ETF 464287630 796797 6040 SH SOLE 0 0 6040 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN MLP 726503105 783270 33133 SH SOLE 0 0 33133 WESTERN GAS PARTNERS LP COM UNIT LP IN MLP 958254104 740757 15308 SH SOLE 0 0 15308 ISHARES RUSSELL 2000 ETF ETF 464287655 736965 4500 SH SOLE 0 0 4500 MPLX LP MLP 55336V100 733441 21483 SH SOLE 0 0 21483 ANDEAVOR LOGISTICS LP COM MLP 03350F106 698838 16432 SH SOLE 0 0 16432 EQT MIDSTREAM PRTNRS LP COM UNIT LP MLP 26885B100 654478 12686 SH SOLE 0 0 12686 BUCKEYE PARTNERS L P UNIT LTD PARTN MLP 118230101 609712 17346 SH SOLE 0 0 17346 JPMORGAN CHASE & CO COM Common Stock 46625H100 584875 5613 SH SOLE 0 0 5613 VANGUARD INDEX FDS REIT ETF ETF 922908553 533095 6545 SH SOLE 0 0 6545 SCHWAB STRATEGIC TR US SML CAP ETF ETF 808524607 403752 5488 SH SOLE 0 0 5488 VANGUARD INDEX FDS MID CAP ETF ETF 922908629 388425 2464 SH SOLE 0 0 2464 VANGUARD INDEX FDS GROWTH ETF ETF 922908736 369282 2465 SH SOLE 0 0 2465 VANECK VECTORS ETF TR JP MORGAN MKTS ETF 92189F494 340009 19977 SH SOLE 0 0 19977 VANGUARD INTL EQUITY INDEX FTSE SMCAP ETF ETF 922042718 277363 2403 SH SOLE 0 0 2403 ISHARES S&P 500 VALUE ETF ETF 464287408 250325 2273 SH SOLE 0 0 2273 ISHARES TR TIPS BD ETF ETF 464287176 226678 2008 SH SOLE 0 0 2008