$4.62 Billion is the total value of Summit Equities Inc's 22 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOE | New | VANGUARD INDEX FDS MID-CAP VALUE ETFetf | $19,274,000 | – | 212,815 | +100.0% | 5.82% | – |
| NGLS | New | TARGA RESOURCES PARTNERS L P COM UNIT LTD | $1,656,000 | – | 42,919 | +100.0% | 0.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 19 | Q3 2018 | 52.9% |
| VANGUARD INTL EQUITY INDEX FD INC FTSE ALL-WORLD EX-US IN | 19 | Q3 2018 | 29.4% |
| VANGUARD INDEX FDS VANGUARD VALUE VIPERS FO | 19 | Q3 2018 | 5.5% |
| VANGUARD INDEX FDS VANGUARD SMALL CAP VALUE VIPERS FO | 19 | Q3 2018 | 4.4% |
| VANGUARD WORLD FDS ENERGY ETF | 19 | Q3 2018 | 5.9% |
| MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | 19 | Q3 2018 | 0.7% |
| MPLX LP | 19 | Q3 2018 | 0.6% |
| ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN | 19 | Q3 2018 | 0.6% |
| PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN | 19 | Q3 2018 | 0.6% |
| JPMORGAN CHASE & CO COM | 19 | Q3 2018 | 0.5% |
View Summit Equities Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-11-13 |
| 13F-HR | 2018-07-31 |
| 13F-HR | 2018-05-11 |
| 13F-HR | 2018-02-20 |
| 13F-HR | 2017-11-13 |
| 13F-HR | 2017-08-14 |
| 13F-HR | 2017-05-09 |
| 13F-HR | 2017-02-10 |
| 13F-HR | 2016-11-14 |
| 13F-HR | 2016-08-04 |
View Summit Equities Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.