Edelman Financial Services

Edelman Financial Services as of Sept. 30, 2017

Portfolio Holdings for Edelman Financial Services

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 25.9 $2.4B 20M 118.51
Vanguard Growth ETF (VUG) 17.2 $1.6B 12M 132.75
Spdr Index Shs Fds s&p north amer (NANR) 10.7 $997M 30M 33.72
Ishares Tr Exponential Technologies Etf (XT) 10.1 $938M 27M 34.33
iShares IBoxx $ Invest Grade Corp Bd (LQD) 9.8 $912M 7.5M 121.23
Vanguard REIT ETF (VNQ) 9.3 $862M 10M 83.09
iShares S&P MidCap 400 Index (IJH) 8.2 $760M 4.2M 178.90
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.2 $207M 1.7M 123.51
iShares S&P MidCap 400 Value Index (IJJ) 1.4 $134M 879k 152.73
iShares MSCI EAFE Index Fund (EFA) 1.3 $121M 1.8M 68.48
iShares Russell 2000 Growth Index (IWO) 1.3 $118M 660k 178.96
iShares S&P MidCap 400 Growth (IJK) 1.0 $95M 471k 202.36
Vanguard Total Stock Market ETF (VTI) 0.8 $73M 562k 129.52
Vanguard Total Bond Market ETF (BND) 0.6 $56M 682k 81.96
Ark Etf Tr indl innovatin (ARKQ) 0.1 $5.8M 181k 31.83
Global X Fds rbtcs artfl in (BOTZ) 0.1 $4.4M 202k 21.75
Etf Managers Tr purefunds ise cy 0.0 $3.7M 123k 30.10
Etf Managers Tr purefunds ise mo 0.0 $4.1M 127k 32.67
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $2.8M 25k 110.86
Ark Etf Tr gen rev mltsct (ARKG) 0.0 $2.8M 107k 26.24
Vanguard Value ETF (VTV) 0.0 $579k 5.8k 99.81
PowerShares Glbl Clean Enrgy Port 0.0 $688k 54k 12.67
Vanguard Mid-Cap ETF (VO) 0.0 $338k 2.3k 146.96