Edelman Financial Services

Edelman Financial Services as of Dec. 31, 2017

Portfolio Holdings for Edelman Financial Services

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 26.2 $2.6B 21M 124.34
Vanguard Growth ETF (VUG) 17.0 $1.7B 12M 140.65
Spdr Index Shs Fds s&p north amer (NANR) 10.9 $1.1B 30M 35.46
Ishares Tr Exponential Technologies Etf (XT) 9.8 $962M 27M 35.44
iShares IBoxx $ Invest Grade Corp Bd (LQD) 9.7 $952M 7.8M 121.56
Vanguard REIT ETF (VNQ) 9.3 $917M 11M 82.98
iShares S&P MidCap 400 Index (IJH) 8.2 $805M 4.2M 189.78
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.3 $223M 1.8M 122.16
iShares S&P MidCap 400 Value Index (IJJ) 1.5 $146M 914k 160.11
iShares MSCI EAFE Index Fund (EFA) 1.3 $128M 1.8M 70.31
iShares Russell 2000 Growth Index (IWO) 1.3 $124M 664k 186.70
iShares S&P MidCap 400 Growth (IJK) 1.0 $103M 476k 215.83
Vanguard Total Stock Market ETF (VTI) 0.8 $75M 547k 137.25
Vanguard Total Bond Market ETF (BND) 0.6 $58M 713k 81.57
Ark Etf Tr indl innovatin (ARKQ) 0.1 $5.9M 179k 32.94
Global X Fds rbtcs artfl in (BOTZ) 0.1 $4.8M 202k 23.70
Etf Managers Tr purefunds ise cy 0.0 $3.9M 124k 31.64
Etf Managers Tr purefunds ise mo 0.0 $4.4M 126k 34.89
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $2.9M 26k 110.72
Ark Etf Tr gen rev mltsct (ARKG) 0.0 $2.6M 107k 24.49
Vanguard Value ETF (VTV) 0.0 $671k 6.3k 106.25
PowerShares Glbl Clean Enrgy Port 0.0 $718k 55k 13.13
Vanguard Mid-Cap ETF (VO) 0.0 $353k 2.3k 154.69