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Summit Equities Inc

Q4 2014 Holdings

Filed 2015-02-17 | 23 holdings | $281.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Index FDS Total STK MKT(VTI)ETF922908769$149.1K1,406,81752.9%
Vanguard Intl Equity Index F Allwrld EX US(VEU)ETF922042775$60.9K1,299,74021.6%
Vanguard Index FDS Value ETF(VTV)ETF922908744$15.5K183,0905.5%
Vanguard World FDS Energy ETF(VDE)ETF92204A306$13.6K122,2584.8%
Vanguard Index FDS SM CP VAL ETF(VBR)ETF922908611$12.1K114,0174.3%
Greenhaven Cont Cmdty Index Unit BEN INTETF395258106$6.7K291,9082.4%
Ishares Gold Trust Ishares(IAUUSD)ETF464285105$6.3K553,6002.2%
Magellan Midstream Prtnrs LP COM Unit RP LP(WEP)COM559080106$1.9K23,6060.7%
Enbridge Energy Partners L P COMCOM29250R106$1.9K47,1140.7%
Energy Transfer Prtnrs L P Unit LTD PartnCOM29273R109$1.7K26,8250.6%
Kinder Morgan Inc(KMI)COM49456B101$1.7K40,8000.6%
Enterprise Prods Partners L COM(EPD)COM293792107$1.6K43,7440.6%
Buckeye Partners L P Unit LTD PartnCOM118230101$1.4K18,6420.5%
Markwest Energy Partners L P Unit LTD PartnCOM570759100$1.4K21,2830.5%
Plains All Amern Pipeline L Unit LTD Partn(PAA)COM726503105$1.4K27,0930.5%
Williams Partners L P COM Unit L PCOM96950F104$1.3K25,2220.4%
Oneok Partners LP Unit LTD PartnCOM68268N103$93524,0420.3%
Ishares TR Msci Eafe ETF(EFA)ETF464287465$88914,6050.3%
Wisdomtree TR DIV Ex-Finl FD(AIVL)ETF97717W406$4435,7870.2%
Vanguard Charlotte FDS Intl BD IDX ETF(BNDX)ETF92203J407$3977,4940.1%
Ishares U.S. Finls ETF(IYF)ETF464287788$3303,6560.1%
Alps ETF TR Alerian MLP(AMLPUSD)ETF00162Q866$20011,6210.1%
American Rlty Cap Pptys Inc COMREIT02917T104$13314,7040.0%