Edelman Financial Services

Edelman Financial Services as of June 30, 2017

Portfolio Holdings for Edelman Financial Services

Edelman Financial Services holds 23 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 26.3 $2.3B 20M 116.43
Vanguard Growth ETF (VUG) 17.1 $1.5B 12M 127.04
Spdr Index Shs Fds s&p north amer (NANR) 10.1 $893M 29M 30.99
iShares IBoxx $ Invest Grade Corp Bd (LQD) 10.0 $885M 7.3M 120.51
Ishares Tr Exponential Technologies Etf (XT) 9.8 $868M 27M 31.77
Vanguard REIT ETF (VNQ) 9.5 $841M 10M 83.23
iShares S&P MidCap 400 Index (IJH) 8.2 $725M 4.2M 173.95
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.2 $199M 1.6M 123.57
iShares S&P MidCap 400 Value Index (IJJ) 1.4 $125M 844k 148.55
iShares MSCI EAFE Index Fund (EFA) 1.3 $111M 1.7M 65.20
iShares Russell 2000 Growth Index (IWO) 1.2 $108M 639k 168.77
iShares S&P MidCap 400 Growth (IJK) 1.0 $90M 455k 196.62
Vanguard Total Stock Market ETF (VTI) 0.8 $70M 566k 124.45
Vanguard Total Bond Market ETF (BND) 0.6 $55M 676k 81.83
Ark Etf Tr indl innovatin (ARKQ) 0.1 $5.1M 182k 28.12
Etf Managers Tr purefunds ise cy 0.0 $3.7M 124k 30.02
Etf Managers Tr purefunds ise mo 0.0 $3.8M 127k 29.78
Global X Fds rbtcs artfl in (BOTZ) 0.0 $3.8M 204k 18.66
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $2.8M 25k 110.14
Ark Etf Tr gen rev mltsct (ARKG) 0.0 $2.6M 116k 22.38
Vanguard Value ETF (VTV) 0.0 $549k 5.7k 96.52
PowerShares Glbl Clean Enrgy Port 0.0 $627k 53k 11.92
Vanguard Mid-Cap ETF (VO) 0.0 $321k 2.3k 142.41