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Summit Equities Inc

Q1 2017 Holdings

Filed 2017-05-09 | 25 holdings | $446.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Index FDS Total STK MKT(VTI)ETF922908769$220.6K1,818,50149.4%
Vanguard Intl Equity Index F Allwrld EX US(VEU)ETF922042775$95.3K1,993,21721.4%
Vanguard Index FDS Mid-Cap Value ETF(VOE)ETF922908512$26.6K261,1976.0%
Vanguard Index FDS Value ETF(VTV)ETF922908744$23.3K244,4485.2%
Spdr Index SHS FDS GLB NAT Resrce(GNR)ETF78463X541$19.7K463,8754.4%
Vanguard Index FDS SM CP VAL ETF(VBR)ETF922908611$18.8K152,7854.2%
United STS Commodity Index FD(USCI)ETF911717106$14.1K360,4223.2%
Vanguard World FDS Energy ETF(VDE)ETF92204A306$12.6K130,7272.8%
Oneok Partners LP Unit LTD PartnMLP68268N103$1.3K23,2360.3%
Plains All Amern Pipeline L Unit LTD Partn(PAA)MLP726503105$1.2K37,9700.3%
Ishares Core Total USD Bond MKT(IUSB)ETF46434V613$1.2K23,4120.3%
Buckeye Partners L P Unit LTD PartnMLP118230101$1.2K16,8000.3%
Enbridge Energy Partners L P COMMLP29250R106$1.1K59,8500.3%
Enterprise Prods Partners L COM(EPD)MLP293792107$1.1K40,3970.2%
Williams Partners L P COM Unit L PMLP96949L105$1.1K27,1650.2%
Magellan Midstream Prtnrs LP COM Unit RP LP(WEP)MLP559080106$1.1K14,3350.2%
Mplx LP(MPLX)MLP55336V100$1.1K30,0140.2%
Energy Transfer Prtnrs L P Unit LTD PartnMLP29273R109$1.1K29,2660.2%
Sunoco Logistics Prtnrs L P COM UnitsMLP86764L108$1.1K43,4380.2%
Ishares National MUN ETF(MUB)ETF464288414$8187,5090.2%
Ishares Core Russell VAL(IUSV)ETF464287663$75614,9830.2%
Wisdomtree TR DIV Ex-Finl FD(AIVL)ETF97717W406$4235,1260.1%
Ishares U.S. Finls ETF(IYF)ETF464287788$3002,8880.1%
Greenhaven Cont Cmdty Index Unit BEN INTETF97718W108$27314,2200.1%
Vanguard Index FDS REIT ETF(VNQ)ETF922908553$2282,7550.1%