0001608062-18-000002.txt : 20180220 0001608062-18-000002.hdr.sgml : 20180220 20180220123628 ACCESSION NUMBER: 0001608062-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180220 DATE AS OF CHANGE: 20180220 EFFECTIVENESS DATE: 20180220 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: 18623827 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 12-31-2017 12-31-2017 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 02-20-2018 0 37 586641 false INFORMATION TABLE 2 Summit13F20171231.xml SUMMIT EQUITIES 13F VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 284396456 2072105 SH SOLE 0 0 2072105 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 126277677 2307706 SH SOLE 0 0 2307706 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 33001252 295790 SH SOLE 0 0 295790 VANGUARD INDEX FDS VALUE ETF ETF 922908744 30468702 286575 SH SOLE 0 0 286575 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 27582933 562114 SH SOLE 0 0 562114 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 24038626 181041 SH SOLE 0 0 181041 UNITED STS COMMODITY INDEX FD ETF 911717106 18320648 430770 SH SOLE 0 0 430770 VANGUARD WORLD FDS ENERGY ETF ETF 92204A306 15132615 152932 SH SOLE 0 0 152932 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 3230843 63512 SH SOLE 0 0 63512 VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF ETF 921943858 3099871 69101 SH SOLE 0 0 69101 ISHARES NATIONAL MUN ETF ETF 464288414 1735564 15672 SH SOLE 0 0 15672 ISHARES CORE RUSSELL VAL ETF 464287663 1631844 29456 SH SOLE 0 0 29456 ISHARES RUSSELL 1000 ETF ETF 464287622 1435870 9662 SH SOLE 0 0 9662 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF ETF 922042858 1411090 30736 SH SOLE 0 0 30736 EQT MIDSTREAM PRTNRS LP COM UNIT LP MLP 26885B100 932940 12763 SH SOLE 0 0 12763 ENTERPRISE PRODS PARTNERS L COM MLP 293792107 900610 33972 SH SOLE 0 0 33972 MPLX LP MLP 55336V100 899981 25373 SH SOLE 0 0 25373 WILLIAMS PARTNERS L P COM UNIT L P MLP 96949L105 877286 22622 SH SOLE 0 0 22622 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP MLP 559080106 855300 12057 SH SOLE 0 0 12057 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 831525 10194 SH SOLE 0 0 10194 SPDR S&P 500 ETF TR UNIT ETF 78462F103 808319 3029 SH SOLE 0 0 3029 ISHARES RUS 2000 GRW ETF ETF 464287648 803184 4302 SH SOLE 0 0 4302 ISHARES RUS 2000 VAL ETF ETF 464287630 758524 6032 SH SOLE 0 0 6032 VANGUARD INDEX FDS REIT ETF MLP 922908553 737625 8889 SH SOLE 0 0 8889 WESTERN GAS PARTNERS LP COM UNIT LP IN MLP 958254104 713531 14837 SH SOLE 0 0 14837 ISHARES RUSSELL 2000 ETF ETF 464287655 686070 4500 SH SOLE 0 0 4500 ENBRIDGE ENERGY PARTNERS L P COM MLP 29250R106 632402 45793 SH SOLE 0 0 45793 BUCKEYE PARTNERS L P UNIT LTD PARTN MLP 118230101 627631 12667 SH SOLE 0 0 12667 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN MLP 29273R109 617373 34452 SH SOLE 0 0 34452 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN MLP 726503105 609675 29539 SH SOLE 0 0 29539 JPMORGAN CHASE & CO COM Common Stock 46625H100 598329 5595 SH SOLE 0 0 5595 WISDOMTREE TR DIV EX-FINL FD ETF 97717W406 426570 4826 SH SOLE 0 0 4826 VANGUARD INDEX FDS MID CAP ETF ETF 922908629 381378 2464 SH SOLE 0 0 2464 ISHARES U.S. FINLS ETF ETF 464287788 345133 2890 SH SOLE 0 0 2890 ALPS ETF TR ALERIAN MLP MLP 00162Q866 330886 30666 SH SOLE 0 0 30666 SPDR BARCLAYS HIGH YIELD BND ETF ETF 78464A417 284470 7747 SH SOLE 0 0 7747 ISHARES S&P 500 VALUE ETF ETF 464287408 218770 1915 SH SOLE 0 0 1915