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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 (2015Q3)
Portfolio Summary: 21 holdings with a total value of $306,812,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 1,580,789 156,055,000 50.86%
2 VANGUARD INTL EQUITY INDEX F 1,500,343 63,960,000 20.85%
3 VANGUARD INDEX FDS 226,121 18,822,000 6.13%
4 VANGUARD INDEX FDS 210,876 16,185,000 5.28%
5 VANGUARD INDEX FDS 127,038 12,304,000 4.01%
6 VANGUARD WORLD FD 131,828 11,174,000 3.64%
7 SPDR INDEX SHS FDS 303,050 9,840,000 3.21%
8 Greenhaven Continuous Commodit 329,299 6,411,000 2.09%
9 MAGELLAN MIDSTREAM PRTNRS LP 20,962 1,245,000 0.41%
10 ENTERPRISE PRODS PARTNERS L 48,727 1,195,000 0.39%
11 ENERGY TRANSFER PRTNRS L P 29,569 1,186,000 0.39%
12 Targa Resources Partners LP 41,673 1,177,000 0.38%
13 BUCKEYE PARTNERS L P UNIT LTD PARTN 20,124 1,172,000 0.38%
14 ONEOK PARTNERS LP 40,624 1,160,000 0.38%
15 ENBRIDGE ENERGY PARTNERS L P 45,884 1,112,000 0.36%
16 PLAINS ALL AMERN PIPELINE L 34,602 1,027,000 0.33%
17 MARKWEST ENERGY PARTNERS LP 24,077 1,011,000 0.33%
18 WILLIAMS PARTNERS L P NEW 30,995 966,000 0.31%
19 WISDOMTREE TR 5,787 388,000 0.13%
20 ISHARES TRUST U.S. FINLS ETF 3,658 308,000 0.10%
21 VEREIT 14,704 114,000 0.04%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001608062-15-000004, filed 2015.11.16).

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.