$307 Million is the total value of Summit Equities Inc's 21 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | Exit | ISHARES GOLD TRUST ISHARESetf | $0 | – | -10,242 | -100.0% | -0.04% | – |
| T104PS | Exit | AMERICAN RLTY CAP PPTYS INC COMreit | $0 | – | -14,704 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-16
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.