Summit Equities

Summit Equities as of June 30, 2014

Portfolio Holdings for Summit Equities

Summit Equities holds 21 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt Etf (VTI) 49.8 $127M 1.2M 101.77
Vanguard Intl Equity Index F Allwrld Ex Us Etf (VEU) 23.1 $59M 1.1M 52.29
Vanguard World Fds Energy Etf Etf (VDE) 6.2 $16M 109k 143.96
Vanguard Index Fds Value Etf Etf (VTV) 5.2 $13M 163k 80.95
Vanguard Index Fds Sm Cp Val Etf Etf (VBR) 4.1 $11M 100k 105.50
Greenhaven Cont Cmdty Index Unit Ben Int Etf 2.9 $7.2M 259k 27.93
Ishares Gold Trust Ishares Etf 2.5 $6.5M 501k 12.88
Magellan Midstream Partners 0.7 $1.9M 23k 84.01
Enbridge Energy Partners 0.6 $1.6M 44k 36.91
Enterprise Products Partners (EPD) 0.6 $1.6M 20k 78.26
Plains All American Pipeline (PAA) 0.6 $1.5M 25k 60.01
Energy Transfer Partners 0.6 $1.4M 25k 57.95
Kinder Morgan Energy Partners 0.6 $1.4M 17k 82.16
MarkWest Energy Partners 0.6 $1.4M 20k 71.55
Oneok Partners 0.5 $1.3M 23k 58.59
Buckeye Partners 0.5 $1.3M 16k 83.04
Williams Partners 0.5 $1.2M 23k 54.28
Wisdomtree Tr Div Ex-finl Etf (AIVL) 0.2 $427k 5.8k 73.79
Ishares U.s. Finls Etf Etf (IYF) 0.1 $303k 3.7k 82.88
Energy Transfer Equity (ET) 0.1 $266k 4.5k 58.78
American Rlty Cap Pptys Reit 0.1 $184k 15k 12.51