Edelman Financial Services

Edelman Financial Services as of June 30, 2018

Portfolio Holdings for Edelman Financial Services

Edelman Financial Services holds 29 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth ETF (VUG) 25.9 $2.7B 18M 149.81
iShares Russell 1000 Value Index (IWD) 20.3 $2.1B 18M 121.38
Ishares Tr Exponential Technologies Etf (XT) 14.2 $1.5B 41M 36.23
iShares IBoxx $ Invest Grade Corp Bd (LQD) 9.3 $978M 8.5M 114.57
iShares S&P MidCap 400 Index (IJH) 7.7 $806M 4.1M 194.78
Spdr Index Shs Fds s&p north amer (NANR) 6.6 $698M 19M 36.41
Vanguard REIT ETF (VNQ) 4.2 $443M 5.4M 81.45
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.2 $233M 1.9M 120.00
iShares S&P MidCap 400 Value Index (IJJ) 1.5 $158M 972k 162.03
Legg Mason Etf Equity Tr low divi etf (LVHD) 1.3 $140M 4.7M 29.88
iShares Russell 2000 Growth Index (IWO) 1.2 $131M 641k 204.33
iShares MSCI EAFE Index Fund (EFA) 1.2 $127M 1.9M 66.97
iShares S&P MidCap 400 Growth (IJK) 1.1 $112M 498k 224.78
Invesco S&p 500 High Div, Low V equities (SPHD) 1.1 $111M 2.7M 41.04
Vanguard Total Stock Market ETF (VTI) 0.8 $84M 596k 140.43
Vanguard Total Bond Market ETF (BND) 0.5 $56M 708k 79.19
Ishares Tr eafe min volat (EFAV) 0.5 $55M 777k 71.14
Ark Etf Tr indl innovatin (ARKQ) 0.1 $4.7M 137k 34.66
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $2.9M 27k 109.06
Etf Managers Tr purefunds ise cy 0.0 $3.5M 95k 37.00
Etf Managers Tr purefunds ise mo 0.0 $3.6M 92k 38.81
Global X Fds rbtcs artfl in (BOTZ) 0.0 $3.3M 151k 22.01
Ark Etf Tr gen rev mltsct (ARKG) 0.0 $2.2M 75k 29.06
Spdr Ser Tr kensho intelgn (SIMS) 0.0 $2.3M 77k 29.17
Spdr Ser Tr kensho smart (HAIL) 0.0 $2.2M 75k 29.94
Spdr Ser Tr kensho future (FITE) 0.0 $2.3M 70k 33.00
Vanguard Value ETF (VTV) 0.0 $681k 6.6k 103.87
Invesco Global Clean Energy (PBD) 0.0 $710k 60k 11.82
Vanguard Mid-Cap ETF (VO) 0.0 $369k 2.3k 157.62