Edelman Financial Services

Edelman Financial Services as of March 31, 2015

Portfolio Holdings for Edelman Financial Services

Edelman Financial Services holds 22 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 26.5 $1.7B 17M 103.08
Vanguard Growth ETF (VUG) 16.7 $1.1B 10M 104.61
iShares IBoxx $ Invest Grade Corp Bd (LQD) 10.4 $670M 5.5M 121.71
Vanguard REIT ETF (VNQ) 9.9 $637M 7.6M 84.31
iShares S&P NA Nat. Re. Sc. Idx (IGE) 9.8 $631M 17M 37.54
Ishares Tr Exponential Technologies Etf (XT) 9.2 $588M 23M 25.31
iShares S&P MidCap 400 Index (IJH) 8.8 $562M 3.7M 151.98
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.1 $134M 1.1M 124.17
iShares S&P MidCap 400 Value Index (IJJ) 1.2 $79M 607k 130.95
iShares MSCI EAFE Index Fund (EFA) 1.1 $69M 1.1M 64.17
iShares Russell 2000 Growth Index (IWO) 1.1 $69M 457k 151.55
iShares S&P MidCap 400 Growth (IJK) 0.9 $56M 325k 171.51
Vanguard Total Stock Market ETF (VTI) 0.8 $52M 482k 107.25
iShares S&P Global Mat. Sector Inde (MXI) 0.7 $46M 806k 56.84
Vanguard Total Bond Market ETF (BND) 0.7 $45M 540k 83.37
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $2.0M 18k 110.62
Vanguard Value ETF (VTV) 0.0 $816k 9.7k 83.73
Vanguard Mid-Cap ETF (VO) 0.0 $487k 3.7k 132.63
PowerShares Glbl Clean Enrgy Port 0.0 $435k 35k 12.57
Vanguard Energy ETF (VDE) 0.0 $362k 3.3k 109.27
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.0 $16k 156.00 102.56
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $8.0k 91.00 87.91