0001608062-17-000001.txt : 20170210 0001608062-17-000001.hdr.sgml : 20170210 20170210124550 ACCESSION NUMBER: 0001608062-17-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170210 DATE AS OF CHANGE: 20170210 EFFECTIVENESS DATE: 20170210 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: 17591458 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 false false 0001608062 XXXXXXXX 12-31-2016 12-31-2016 Summit Equities Inc

4 CAMPUS DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-16186 N John Anthony 973-285-3709 John Anthony Parsippnay NJ 02-10-2016 0 25 403090 false INFORMATION TABLE 2 Summit13F20161231.xml VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 207062 1795547 SH SOLE 0 0 0 1795547 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 82726 1872465 SH SOLE 0 0 0 1872465 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 24867 255856 SH SOLE 0 0 0 255856 VANGUARD INDEX FDS VALUE ETF ETF 922908744 22036 236915 SH SOLE 0 0 0 236915 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 17685 146157 SH SOLE 0 0 0 146157 VANGUARD WORLD FDS ENERGY ETF ETF 92204A306 14083 134538 SH SOLE 0 0 0 134538 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 13142 319831 SH SOLE 0 0 0 319831 GREENHAVEN CONT CMDTY INDEX UNIT BEN INT ETF 97718W108 6441 333223 SH SOLE 0 0 0 333223 ISHARES NATIONAL MUN ETF ETF 464288414 1707 15776 SH SOLE 0 0 0 15776 ONEOK PARTNERS LP UNIT LTD PARTN COM 68268N103 1399 32527 SH SOLE 0 0 0 32527 WILLIAMS PARTNERS L P COM UNIT L P COM 96949L105 1387 36484 SH SOLE 0 0 0 36484 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN COM UNIT LTD PARTN 726503105 1227 37993 SH SOLE 0 0 0 37993 ENBRIDGE ENERGY PARTNERS L P COM COM 29250R106 1147 45020 SH SOLE 0 0 0 45020 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP COM 559080106 1024 13540 SH SOLE 0 0 0 13540 BUCKEYE PARTNERS L P UNIT LTD PARTN COM 118230101 1022 15455 SH SOLE 0 0 0 15455 ENTERPRISE PRODS PARTNERS L COM COM 293792107 1020 37733 SH SOLE 0 0 0 37733 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN UNIT LTD PARTN 29273R109 1001 27944 SH SOLE 0 0 0 27944 MPLX LP COM 55336V100 919 26543 SH SOLE 0 0 0 26543 SUNOCO LOGISTICS PRTNRS L P COM UNITS COM 86764L108 843 35081 SH SOLE 0 0 0 35081 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 684 13610 SH SOLE 0 0 0 13610 WISDOMTREE TR DIV EX-FINL FD ETF 97717W406 433 5387 SH SOLE 0 0 0 5387 ISHARES U.S. FINLS ETF ETF 464287788 372 3663 SH SOLE 0 0 0 3663 ISHARES CORE RUSSELL VAL ETF 464287663 359 7313 SH SOLE 0 0 0 7313 ISHARES MSCI ACWI EX US ETF 464288240 320 7945 SH SOLE 0 0 0 7945 ALPS ETF ALERIAN MLP ETF 00162Q866 184 14641 SH SOLE 0 0 0 14641