SE
| |
Summit Equities Inc13F | |
| Summit Equities Inc | |
| Last update 2018-11-13 | 38 Stocks (2 new) |
| Value $580.00 Mil | Turnover 1 % |
Summit Equities Inc Top Holdings of 2018-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2,009,161 | 300,670.9 | +0.35% | 51.820 | +0.18% | 0.160 | +16.83% | +6.67% | 473,608.3 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 2,317,232 | 120,611.9 | +1.33% | 20.790 | +0.27% | 0.380 | +13.11% | +17.65% | 44,000.9 | ||
VOE | Vanguard Mid-Cap Value ETF | 294,214 | 33,266.8 | +0.94% | 5.730 | +0.05% | 0.260 | +9.71% | +3.35% | 17,296.7 | ||
VTV | Vanguard Value ETF | 274,883 | 30,424.1 | +0.79% | 5.240 | +0.04% | 0.040 | +8.63% | +5.36% | 131,916.3 | ||
GNR |
SPDR S&P Global Natural Resources ETF
SPDR S&P Global Natural Resources ETF
| 533,609 | 26,979.3 | +0.40% | 4.650 | +0.02% | 0.930 | +12.15% | +12.29% | 2,846.3 | ||
VBR | Vanguard Small Cap Value ETF | 178,065 | 24,815.1 | +0.97% | 4.280 | +0.04% | 0.120 | +15.26% | +1.41% | 28,229.4 | ||
VDE | Vanguard Energy ETF | 149,002 | 15,661.6 | +0.65% | 2.700 | +0.02% | 0.200 | +12.07% | +2.21% | 6,446.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 69,745 | 3,017.9 | +5.43% | 0.520 | +0.03% | 0.000 | +13.01% | +19.47% | 156,995.0 | ||
MUB | iShares National Muni Bond ETF | 17,366 | 1,874.5 | +5.23% | 0.320 | +0.02% | 0.010 | +1.08% | -1.12% | 38,470.3 | ||
IUSV | iShares Core S&P U.S. Value ETF | 29,855 | 1,683.2 | +0.60% | 0.290 | 0% | 0.020 | +10.02% | +3.73% | 21,087.3 |
Summit Equities Inc's Historical Top Holdings Breakdowns
Summit Equities Inc Total Holding History ($B)
Summit Equities Inc's Asset Allocation
Summit Equities Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Summit Equities Inc's Hypothetical Growth since 2018-09-30
Summit Equities Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Summit Equities Inc's Holdings Heat Map
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Summit Equities Inc's Holdings Bubble Chart
Summit Equities Inc News
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