0001608062-18-000006.txt : 20181113 0001608062-18-000006.hdr.sgml : 20181113 20181113094001 ACCESSION NUMBER: 0001608062-18-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181113 DATE AS OF CHANGE: 20181113 EFFECTIVENESS DATE: 20181113 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: 181175717 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 true false 0001608062 XXXXXXXX 09-30-2018 09-30-2018 Summit Equities Inc

4 CAMPUS DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-16186 N James Carson-Zyats 973-285-4361 James Carlson-zyats Parsippany NJ 11-13-2018 0 40 601267 false INFORMATION TABLE 2 Summit13F20180930.xml SUMMIT EQUITIES 13F VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 300670936 2009161 SH SOLE 0 0 2009161 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US ETF 922042775 120611909 2317232 SH SOLE 0 0 2317232 VANGUARD INDEX FDS MID-CAP VALUE ETF ETF 922908512 33266793 294214 SH SOLE 0 0 294214 VANGUARD INDEX FDS VALUE ETF ETF 922908744 30424060 274883 SH SOLE 0 0 274883 SPDR INDEX SHS FDS GLB NAT RESRCE ETF 78463X541 26979260 533609 SH SOLE 0 0 533609 VANGUARD INDEX FDS SM CP VAL ETF ETF 922908611 24815135 178065 SH SOLE 0 0 178065 UNITED STS COMMODITY INDEX FD ETF 911717106 17524184 412625 SH SOLE 0 0 412625 VANGUARD WORLD FDS ENERGY ETF ETF 92204A306 15661641 149002 SH SOLE 0 0 149002 ISHARES CORE TOTAL USD BOND MKT ETF 46434V613 3534250 71922 SH SOLE 0 0 71922 VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF ETF 921943858 3017866 69745 SH SOLE 0 0 69745 ISHARES NATIONAL MUN ETF ETF 464288414 1874528 17366 SH SOLE 0 0 17366 ISHARES CORE RUSSELL VAL ETF 464287663 1683237 29855 SH SOLE 0 0 29855 ISHARES RUSSELL 1000 ETF ETF 464287622 1659468 10262 SH SOLE 0 0 10262 VANGUARD SCOTTSDALE FDS INT-TERM CORP ETF 92206C870 1438887 17226 SH SOLE 0 0 17226 VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 1433403 17811 SH SOLE 0 0 17811 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF ETF 922042858 1185466 28914 SH SOLE 0 0 28914 ISHARES RUS 2000 GRW ETF ETF 464287648 925274 4302 SH SOLE 0 0 4302 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN MLP 29273R109 922852 41458 SH SOLE 0 0 41458 SCHWAB STRATEGIC TR US LRG CAP ETF ETF 808524201 921809 13252 SH SOLE 0 0 13252 ENTERPRISE PRODS PARTNERS L COM MLP 293792107 905535 31519 SH SOLE 0 0 31519 WILLIAMS COS INC DEL COM Common Stock 969457100 863342 31752 SH SOLE 0 0 31752 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 824933 10482 SH SOLE 0 0 10482 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN MLP 726503105 805463 32206 SH SOLE 0 0 32206 ISHARES RUS 2000 VAL ETF ETF 464287630 803320 6040 SH SOLE 0 0 6040 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP MLP 559080106 794895 11738 SH SOLE 0 0 11738 ANDEAVOR LOGISTICS LP COM Common Stock 03350F106 780139 16065 SH SOLE 0 0 16065 ISHARES RUSSELL 2000 ETF ETF 464287655 758475 4500 SH SOLE 0 0 4500 MPLX LP MLP 55336V100 732165 21112 SH SOLE 0 0 21112 WESTERN GAS PARTNERS LP COM UNIT LP IN MLP 958254104 655744 15012 SH SOLE 0 0 15012 EQT MIDSTREAM PRTNRS LP COM UNIT LP MLP 26885B100 655514 12420 SH SOLE 0 0 12420 JPMORGAN CHASE & CO COM Common Stock 46625H100 633371 5613 SH SOLE 0 0 5613 BUCKEYE PARTNERS L P UNIT LTD PARTN MLP 118230101 622269 17426 SH SOLE 0 0 17426 VANGUARD INDEX FDS REIT ETF ETF 922908553 534354 6623 SH SOLE 0 0 6623 SCHWAB STRATEGIC TR US SML CAP ETF ETF 808524607 457629 6008 SH SOLE 0 0 6008 VANGUARD INDEX FDS MID CAP ETF ETF 922908629 404564 2464 SH SOLE 0 0 2464 VANGUARD INDEX FDS GROWTH ETF ETF 922908736 396964 2465 SH SOLE 0 0 2465 VANECK VECTORS ETF TR JP MORGAN MKTS ETF 92189F494 332196 20182 SH SOLE 0 0 20182 ISHARES S&P 500 VALUE ETF ETF 464287408 275815 2381 SH SOLE 0 0 2381 VANGUARD INTL EQUITY INDEX FTSE SMCAP ETF ETF 922042718 252054 2247 SH SOLE 0 0 2247 ISHARES TR TIPS BD ETF ETF 464287176 227714 2059 SH SOLE 0 0 2059