0001608062-18-000004.txt : 20180511 0001608062-18-000004.hdr.sgml : 20180511 20180511141349 ACCESSION NUMBER: 0001608062-18-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180511 DATE AS OF CHANGE: 20180511 EFFECTIVENESS DATE: 20180511 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: 18826298 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 03-31-2018 03-31-2018 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 05-11-2018 0 37 575283 false INFORMATION TABLE 2 Summit13F20180331.xml SUMMIT 13F TABLE VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 278805978 2054273 SH SOLE 0 0 2054273 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 125509682 2308436 SH SOLE 0 0 2308436 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 32588475 297911 SH SOLE 0 0 297911 VANGUARD INDEX FDS VALUE ETF ETF 922908744 28339487 274661 SH SOLE 0 0 274661 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 26279921 543198 SH SOLE 0 0 543198 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 23335877 180311 SH SOLE 0 0 180311 UNITED STS COMMODITY INDEX FD ETF 911717106 17962937 419891 SH SOLE 0 0 419891 VANGUARD WORLD FDS ENERGY ETF ETF 92204A306 14115144 152811 SH SOLE 0 0 152811 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 3385022 67782 SH SOLE 0 0 67782 VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF ETF 921943858 2899039 65515 SH SOLE 0 0 65515 ISHARES NATIONAL MUN ETF ETF 464288414 1629817 14962 SH SOLE 0 0 14962 ISHARES CORE RUSSELL VAL ETF 464287663 1547007 29123 SH SOLE 0 0 29123 ISHARES RUSSELL 1000 ETF ETF 464287622 1389883 9464 SH SOLE 0 0 9464 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF ETF 922042858 1252564 26662 SH SOLE 0 0 26662 EQT MIDSTREAM PRTNRS LP COM UNIT LP MLP 92206C870 1099327 12958 SH SOLE 0 0 12958 ENTERPRISE PRODS PARTNERS L COM MLP 921937819 1097335 13420 SH SOLE 0 0 13420 MPLX LP MLP 293792107 861380 35187 SH SOLE 0 0 35187 WILLIAMS PARTNERS L P COM UNIT L P MLP 921937835 844540 10566 SH SOLE 0 0 10566 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP MLP 464287648 819832 4302 SH SOLE 0 0 4302 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 96949L105 809923 23524 SH SOLE 0 0 23524 SPDR S&P 500 ETF TR UNIT ETF 26885B100 785184 13301 SH SOLE 0 0 13301 ISHARES RUS 2000 GRW ETF ETF 726503105 783578 35569 SH SOLE 0 0 35569 ISHARES RUS 2000 VAL ETF ETF 03350F106 775616 17309 SH SOLE 0 0 17309 VANGUARD INDEX FDS REIT ETF MLP 78462F103 774019 2941 SH SOLE 0 0 2941 WESTERN GAS PARTNERS LP COM UNIT LP IN MLP 55336V100 765734 23176 SH SOLE 0 0 23176 ISHARES RUSSELL 2000 ETF ETF 559080106 757436 12981 SH SOLE 0 0 12981 ENBRIDGE ENERGY PARTNERS L P COM MLP 464287630 735180 6032 SH SOLE 0 0 6032 BUCKEYE PARTNERS L P UNIT LTD PARTN MLP 29273R109 731249 45083 SH SOLE 0 0 45083 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN MLP 958254104 689138 16150 SH SOLE 0 0 16150 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN MLP 464287655 683235 4500 SH SOLE 0 0 4500 JPMORGAN CHASE & CO COM Common Stock 118230101 672648 17990 SH SOLE 0 0 17990 WISDOMTREE TR DIV EX-FINL FD ETF 46625H100 615282 5595 SH SOLE 0 0 5595 VANGUARD INDEX FDS MID CAP ETF ETF 922908553 469561 6222 SH SOLE 0 0 6222 ISHARES U.S. FINLS ETF ETF 808524607 403374 5835 SH SOLE 0 0 5835 ALPS ETF TR ALERIAN MLP MLP 922908629 379973 2464 SH SOLE 0 0 2464 SPDR BARCLAYS HIGH YIELD BND ETF ETF 92189F494 372263 18993 SH SOLE 0 0 18993 ISHARES S&P 500 VALUE ETF ETF 464287788 316143 2683 SH SOLE 0 0 2683