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Institutional Investment Manager
Summit Equities Inc
Summit Equities Inc (CIK: 0001608062) incorporated in New Jersey, located at 4 Campus Drive, Parsippany, NJ. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 21 holdings with a total value of $254,209,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD TOTAL STOCK MARKET ETF 1,242,959 126,495,000 49.76%
2 VANGUARD INTL EQUITY INDEX F 1,123,033 58,723,000 23.10%
3 VANGUARD WORLD FDS 109,129 15,710,000 6.18%
4 VANGUARD INDEX FDS VALUE ETF 163,203 13,211,000 5.20%
5 VANGUARD INDEX FDS SM CP VAL E 99,995 10,549,000 4.15%
6 Greenhaven Continuous Commodit 259,404 7,245,000 2.85%
7 ISHARES GOLD TRUST 501,080 6,453,000 2.54%
8 MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP 22,521 1,892,000 0.74%
9 ENBRIDGE ENERGY PARTNERS L P C 43,808 1,617,000 0.64%
10 ENTERPRISE PRODS PARTNERS L 20,278 1,587,000 0.62%
11 PLAINS ALL AMERN PIPELINE L 24,462 1,468,000 0.58%
12 ENERGY TRANSFER PRTNRS L P 24,454 1,417,000 0.56%
13 Kinder Morgan Inc. 17,138 1,408,000 0.55%
14 MARKWEST ENERGY PARTNERS LP 19,610 1,403,000 0.55%
15 ONEOK PARTNERS LP 22,801 1,336,000 0.53%
16 Buckeye Partners LP 15,451 1,283,000 0.50%
17 Williams Partners LP 22,697 1,232,000 0.48%
18 WISDOMTREE TR 5,787 427,000 0.17%
19 ISHARES TR 3,656 303,000 0.12%
20 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 4,525 266,000 0.10%
21 AMERICAN RLTY CAP PPTYS INC 14,704 184,000 0.07%

Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001608062-14-000004, filed 2014.08.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.