SE

Summit Equities Inc

13F
Summit Equities Inc
Last update 2018-11-13 38 Stocks (2 new)
Value $580.00 Mil Turnover 1 %
Countries:
Top Holdings:
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
+19.82%
+7.35%
476,615.2
 
VEU
Vanguard FTSE All-World ex-US ETF
2,317,232
120,611.9
+1.33%
20.790
+0.27%
0.380
+13.13%
+18.20%
44,208.3
 
VOE
Vanguard Mid-Cap Value ETF
294,214
33,266.8
+0.94%
5.730
+0.05%
0.260
+11.04%
+4.56%
17,498.4
 
VTV
Vanguard Value ETF
274,883
30,424.1
+0.79%
5.240
+0.04%
0.040
+10.43%
+6.13%
132,881.1
 
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
+10.08%
+11.98%
2,838.5
 
VBR
Vanguard Small Cap Value ETF
178,065
24,815.1
+0.97%
4.280
+0.04%
0.120
+16.37%
+2.31%
28,479.3
 
VDE
Vanguard Energy ETF
149,002
15,661.6
+0.65%
2.700
+0.02%
0.200
+7.41%
+1.18%
6,381.1
 
VEA
Vanguard FTSE Developed Markets ETF
69,745
3,017.9
+5.43%
0.520
+0.03%
0.000
+12.49%
+19.94%
157,607.2
 
MUB
iShares National Muni Bond ETF
17,366
1,874.5
+5.23%
0.320
+0.02%
0.010
+0.46%
-1.56%
38,301.5
 
IUSV
iShares Core S&P U.S. Value ETF
29,855
1,683.2
+0.60%
0.290
0%
0.020
+12.02%
+4.19%
21,180.3
 

Summit Equities Inc's Historical Top Holdings Breakdowns

Summit Equities Inc Total Holding History ($B)

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Summit Equities Inc's Asset Allocation

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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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