Edelman Financial Services

Edelman Financial Services as of March 31, 2014

Portfolio Holdings for Edelman Financial Services

Edelman Financial Services holds 21 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 28.1 $1.5B 16M 96.50
Vanguard Growth ETF (VUG) 20.8 $1.1B 12M 93.48
iShares S&P MidCap 400 Index (IJH) 11.5 $614M 4.5M 137.47
iShares IBoxx $ Invest Grade Corp Bd (LQD) 10.6 $565M 4.8M 116.94
Vanguard REIT ETF (VNQ) 10.4 $559M 7.9M 70.62
iShares S&P NA Nat. Re. Sc. Idx (IGE) 10.2 $547M 12M 44.31
iShares Lehman 3-7 Yr Treasury Bond (IEI) 1.8 $99M 818k 120.71
iShares S&P MidCap 400 Value Index (IJJ) 1.4 $74M 612k 120.42
iShares S&P MidCap 400 Growth (IJK) 1.0 $55M 359k 152.92
iShares MSCI EAFE Index Fund (EFA) 0.9 $50M 747k 67.20
iShares Russell 2000 Growth Index (IWO) 0.9 $49M 358k 136.06
Vanguard Total Stock Market ETF (VTI) 0.9 $46M 476k 97.47
Vanguard Total Bond Market ETF (BND) 0.8 $40M 492k 81.19
iShares S&P Global Mat. Sector Inde (MXI) 0.6 $35M 553k 62.39
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $1.9M 17k 107.05
Vanguard Value ETF (VTV) 0.0 $676k 8.7k 78.11
Vanguard Mid-Cap ETF (VO) 0.0 $369k 3.3k 113.54
PowerShares Glbl Clean Enrgy Port 0.0 $355k 26k 13.49
Vanguard Energy ETF (VDE) 0.0 $305k 2.4k 128.26
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.0 $77k 729.00 105.62
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $79k 930.00 84.95