Dark
Light
System
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 (2016Q2)
Portfolio Summary: 21 holdings with a total value of $362,276,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 1,736,221 186,053,000 51.36%
2 VANGUARD INTL EQUITY INDEX F 1,760,822 75,451,000 20.83%
3 VANGUARD INDEX FDS 249,549 22,230,000 6.14%
4 VANGUARD INDEX FDS 230,579 19,597,000 5.41%
5 VANGUARD INDEX FDS 141,372 14,888,000 4.11%
6 VANGUARD WORLD FD 133,173 12,687,000 3.50%
7 SPDR INDEX SHS FDS 312,474 11,596,000 3.20%
8 WISDOMTREE CONTINUOUS COMMODITY INDEX FUND 326,689 6,684,000 1.85%
9 ONEOK PARTNERS LP 37,629 1,507,000 0.42%
10 WILLIAMS PARTNERS L P NEW 43,048 1,491,000 0.41%
11 ENTERPRISE PRODS PARTNERS L 42,422 1,241,000 0.34%
12 BUCKEYE PARTNERS L P UNIT LTD PARTN 17,340 1,220,000 0.34%
13 PLAINS ALL AMERN PIPELINE L 44,095 1,212,000 0.33%
14 ENERGY TRANSFER PRTNRS L P 31,113 1,184,000 0.33%
15 ENBRIDGE ENERGY PARTNERS L P 50,304 1,167,000 0.32%
16 MAGELLAN MIDSTREAM PRTNRS LP 15,176 1,153,000 0.32%
17 SUNOCO LOGISTICS PRTNRS L P 38,499 1,107,000 0.31%
18 MPLX LP 29,508 992,000 0.27%
19 WISDOMTREE TR 5,787 446,000 0.12%
20 ISHARES TRUST U.S. FINLS ETF 3,061 263,000 0.07%
21 VEREIT 10,545 107,000 0.03%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001608062-16-000007, filed 2016.08.04).

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.