Edelman Financial Services

Edelman Financial Services as of March 31, 2016

Portfolio Holdings for Edelman Financial Services

Edelman Financial Services holds 19 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 26.1 $1.8B 18M 98.81
Vanguard Growth ETF (VUG) 16.8 $1.2B 11M 106.45
Spdr Index Shs Fds s&p north amer (NANR) 10.6 $733M 25M 29.14
iShares IBoxx $ Invest Grade Corp Bd (LQD) 10.4 $723M 6.1M 118.82
Vanguard REIT ETF (VNQ) 10.3 $713M 8.5M 83.80
Ishares Tr Exponential Technologies Etf (XT) 9.3 $643M 27M 24.16
iShares S&P MidCap 400 Index (IJH) 8.2 $568M 3.9M 144.19
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.2 $152M 1.2M 125.95
iShares S&P MidCap 400 Value Index (IJJ) 1.4 $94M 755k 124.04
iShares Russell 2000 Growth Index (IWO) 1.1 $80M 602k 132.61
iShares MSCI EAFE Index Fund (EFA) 1.1 $77M 1.4M 57.16
iShares S&P MidCap 400 Growth (IJK) 0.9 $63M 389k 162.61
Vanguard Total Stock Market ETF (VTI) 0.8 $54M 519k 104.82
Vanguard Total Bond Market ETF (BND) 0.7 $48M 583k 82.80
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $2.1M 19k 111.62
Vanguard Value ETF (VTV) 0.0 $421k 5.1k 82.47
iShares S&P NA Nat. Re. Sc. Idx (IGE) 0.0 $507k 17k 29.73
PowerShares Glbl Clean Enrgy Port 0.0 $415k 38k 10.83
Vanguard Mid-Cap ETF (VO) 0.0 $235k 1.9k 121.07