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Edelman Financial Services

Latest statistics and disclosures from Edelman Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWD, EFA, LQD, IJH, IJK, and represent % of Edelman Financial Services's stock portfolio.
Central Index Key (CIK): 0001386088

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Positions held by Edelman Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Edelman Financial Services

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

Company (Ticker)	Valued At
iShares Russell 1000 Value Index (IWD)	$0	View chart
iShares MSCI EAFE Index Fund (EFA)	$0	View chart
iShares IBoxx $ Invest Grade Corp Bd (LQD)	$0	View chart
iShares S&P MidCap 400 Index (IJH)	$0	View chart
iShares S&P MidCap 400 Growth (IJK)	$0	View chart
iShares Russell 2000 Growth Index (IWO)	$0	View chart
iShares S&P Natl AMTFr Mncpl Bd (MUB)	$0	View chart
Vanguard Total Stock Market ETF (VTI)	$0	View chart
Vanguard Growth ETF (VUG)	$0	View chart
Vanguard Value ETF (VTV)	$0	View chart
Vanguard Mid-Cap ETF (VO)	$0	View chart
Vanguard Total Bond Market ETF (BND)	$0	View chart
Vanguard REIT ETF (VNQ)	$0	View chart
iShares S&P MidCap 400 Value Index (IJJ)	$0	View chart
iShares Lehman 3-7 Yr Treasury Bond (IEI)	$0	View chart
Ishares Tr eafe min volat (EFAV)	$0	View chart
Ark Etf Tr indl innovatin (ARKQ)	$0	View chart
Ark Etf Tr gen rev mltsct (ARKG)	$0	View chart
Ishares Tr Exponential Technologies Etf (XT)	$0	View chart
Spdr Index Shs Fds s&p north amer (NANR)	$0	View chart
Legg Mason Etf Equity Tr low divi etf (LVHD)	$0	View chart
Etf Managers Tr purefunds ise cy	$0	View chart
Etf Managers Tr purefunds ise mo	$0	View chart
Global X Fds rbtcs artfl in (BOTZ)	$0	View chart
Spdr Ser Tr kensho intelgn (SIMS)	$0	View chart
Spdr Ser Tr kensho smart (HAIL)	$0	View chart
Spdr Ser Tr kensho future (FITE)	$0	View chart
Invesco S&p 500 High Div, Low V equities (SPHD)	$0	View chart
Invesco Global Clean Energy (PBD)	$0	View chart

Past Filings by Edelman Financial Services

SEC 13F filings are viewable for Edelman Financial Services going back to 2010

Edelman Financial Services 2018 Q4 filed Feb. 13, 2019
Edelman Financial Services 2018 Q3 filed Nov. 9, 2018
Edelman Financial Services 2018 Q2 filed Aug. 13, 2018
Edelman Financial Services 2018 Q1 filed May 8, 2018
Edelman Financial Services 2017 Q4 filed Feb. 9, 2018
Edelman Financial Services 2017 Q3 filed Nov. 7, 2017
Edelman Financial Services 2017 Q2 filed Aug. 9, 2017
Edelman Financial Services 2017 Q1 filed May 10, 2017
Edelman Financial Services 2016 Q4 filed Feb. 7, 2017
Edelman Financial Services 2016 Q3 filed Nov. 7, 2016
Edelman Financial Services 2016 Q2 filed Aug. 5, 2016
Edelman Financial Services 2016 Q1 filed May 11, 2016
Edelman Financial Services 2015 Q4 filed Feb. 5, 2016
Edelman Financial Services 2015 Q3 filed Nov. 10, 2015
Edelman Financial Services 2015 Q2 filed Aug. 10, 2015
Edelman Financial Services 2015 Q1 filed May 13, 2015

View all past filings

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