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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 (2016Q3)
Portfolio Summary: 21 holdings with a total value of $383,138,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 1,763,200 196,297,000 51.23%
2 VANGUARD INTL EQUITY INDEX F 1,810,008 82,229,000 21.46%
3 VANGUARD INDEX FDS 252,481 23,625,000 6.17%
4 VANGUARD INDEX FDS 233,535 20,318,000 5.30%
5 VANGUARD INDEX FDS 143,600 15,891,000 4.15%
6 VANGUARD WORLD FD 134,035 13,094,000 3.42%
7 SPDR INDEX SHS FDS 314,446 12,301,000 3.21%
8 WISDOMTREE CONTINUOUS COMMODITY INDEX FUND 329,249 6,410,000 1.67%
9 WILLIAMS PARTNERS L P NEW 40,777 1,516,000 0.40%
10 ONEOK PARTNERS LP 35,828 1,431,000 0.37%
11 PLAINS ALL AMERN PIPELINE L 41,208 1,294,000 0.34%
12 ENBRIDGE ENERGY PARTNERS L P 47,739 1,214,000 0.32%
13 BUCKEYE PARTNERS L P UNIT LTD PARTN 16,431 1,176,000 0.31%
14 ENTERPRISE PRODS PARTNERS L 40,261 1,112,000 0.29%
15 ENERGY TRANSFER PRTNRS L P 29,605 1,095,000 0.29%
16 SUNOCO LOGISTICS PRTNRS L P 36,669 1,042,000 0.27%
17 MAGELLAN MIDSTREAM PRTNRS LP 14,514 1,027,000 0.27%
18 MPLX LP 28,013 949,000 0.25%
19 WISDOMTREE TR 5,387 423,000 0.11%
20 ISHARES TR 6,991 364,000 0.10%
21 ISHARES TRUST U.S. FINLS ETF 3,662 330,000 0.09%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001608062-16-000010, filed 2016.11.14).

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.