0001608062-17-000004.txt : 20171113 0001608062-17-000004.hdr.sgml : 20171110 20171113170830 ACCESSION NUMBER: 0001608062-17-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171113 DATE AS OF CHANGE: 20171113 EFFECTIVENESS DATE: 20171113 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: 171196972 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 09-30-2017 09-30-2017 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 11-13-2017 0 34 543249 false INFORMATION TABLE 2 Summit13F20170930.xml SUMMIT EQUITIES 13F VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 263176386 2031936 SH SOLE 0 0 2031936 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 118583627 2249737 SH SOLE 0 0 2249737 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 30427428 288029 SH SOLE 0 0 288029 VANGUARD INDEX FDS VALUE ETF ETF 922908744 27027784 270765 SH SOLE 0 0 270765 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 25177025 547684 SH SOLE 0 0 547684 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 21954352 171800 SH SOLE 0 0 171800 UNITED STS COMMODITY INDEX FD ETF 911717106 16828652 420296 SH SOLE 0 0 420296 VANGUARD WORLD FDS ENERGY ETF ETF 92204A306 13992947 149529 SH SOLE 0 0 149529 VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF ETF 921943858 2624178 60451 SH SOLE 0 0 60451 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 2583239 50577 SH SOLE 0 0 50577 ISHARES NATIONAL MUN ETF ETF 464288414 1627176 14676 SH SOLE 0 0 14676 ISHARES RUSSELL 1000 ETF ETF 464287622 1540778 11015 SH SOLE 0 0 11015 ISHARES CORE RUSSELL VAL ETF 464287663 1397315 26692 SH SOLE 0 0 26692 EQT MIDSTREAM PRTNRS LP COM UNIT LP Unit partnership 26885B100 1098011 14646 SH SOLE 0 0 14646 ENTERPRISE PRODS PARTNERS L COM Unit partnership 293792107 1018363 39063 SH SOLE 0 0 39063 MPLX LP Unit partnership 55336V100 1015423 29004 SH SOLE 0 0 29004 WILLIAMS PARTNERS L P COM UNIT L P Unit partnership 96949L105 1009725 25957 SH SOLE 0 0 25957 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP Unit partnership 559080106 988757 13914 SH SOLE 0 0 13914 ENBRIDGE ENERGY PARTNERS L P COM Unit partnership 29250R106 950389 59474 SH SOLE 0 0 59474 BUCKEYE PARTNERS L P UNIT LTD PARTN Unit partnership 118230101 938699 16468 SH SOLE 0 0 16468 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF ETF 922042858 917802 21065 SH SOLE 0 0 21065 WESTERN GAS PARTNERS LP COM UNIT LP IN Unit partnership 958254104 874691 17057 SH SOLE 0 0 17057 SPDR S&P 500 ETF TR UNIT ETF 78462F103 853177 3396 SH SOLE 0 0 3396 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN Unit partnership 29273R109 814336 44524 SH SOLE 0 0 44524 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN Unit partnership 726503105 804894 37985 SH SOLE 0 0 37985 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 785095 9579 SH SOLE 0 0 9579 ISHARES RUS 2000 GRW ETF ETF 464287648 769886 4302 SH SOLE 0 0 4302 ISHARES RUS 2000 VAL ETF ETF 464287630 748692 6032 SH SOLE 0 0 6032 ISHARES RUSSELL 2000 ETF ETF 464287655 696446 4700 SH SOLE 0 0 4700 JPMORGAN CHASE & CO COM COM 46625H100 534378 5595 SH SOLE 0 0 5595 VANGUARD INDEX FDS REIT ETF ETF 922908553 456593 5495 SH SOLE 0 0 5495 WISDOMTREE TR DIV EX-FINL FD ETF 97717W406 432245 5126 SH SOLE 0 0 5126 ISHARES U.S. FINLS ETF ETF 464287788 323913 2889 SH SOLE 0 0 2889 SPDR BARCLAYS HIGH YIELD BND ETF ETF 78464A417 277101 7425 SH SOLE 0 0 7425