Edelman Financial Services

Edelman Financial Services as of Dec. 31, 2013

Portfolio Holdings for Edelman Financial Services

Edelman Financial Services holds 20 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 28.2 $1.4B 15M 94.17
Vanguard Growth ETF (VUG) 21.4 $1.1B 12M 93.05
iShares S&P MidCap 400 Index (IJH) 11.7 $587M 4.4M 133.81
iShares IBoxx $ Invest Grade Corp Bd (LQD) 10.6 $534M 4.7M 114.19
iShares S&P NA Nat. Re. Sc. Idx (IGE) 10.2 $515M 12M 43.39
Vanguard REIT ETF (VNQ) 9.7 $491M 7.6M 64.56
iShares Lehman 3-7 Yr Treasury Bond (IEI) 1.8 $89M 738k 120.03
iShares S&P MidCap 400 Value Index (IJJ) 1.3 $66M 567k 116.23
iShares S&P MidCap 400 Growth (IJK) 1.0 $50M 333k 150.19
iShares MSCI EAFE Index Fund (EFA) 0.9 $46M 678k 67.09
iShares Russell 2000 Growth Index (IWO) 0.9 $46M 337k 135.51
Vanguard Total Stock Market ETF (VTI) 0.9 $45M 467k 95.92
Vanguard Total Bond Market ETF (BND) 0.8 $38M 476k 80.05
iShares S&P Global Mat. Sector Inde (MXI) 0.6 $31M 502k 62.33
Vanguard Value ETF (VTV) 0.0 $653k 8.6k 76.37
Vanguard Mid-Cap ETF (VO) 0.0 $356k 3.2k 109.88
Vanguard Energy ETF (VDE) 0.0 $280k 2.2k 126.24
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.0 $139k 1.3k 105.54
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $148k 1.8k 84.23
PowerShares Glbl Clean Enrgy Port 0.0 $250k 21k 12.09