Edelman Financial Services

Edelman Financial Services as of Sept. 30, 2018

Portfolio Holdings for Edelman Financial Services

Edelman Financial Services holds 29 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth ETF (VUG) 26.1 $2.9B 18M 161.04
iShares Russell 1000 Value Index (IWD) 20.6 $2.3B 18M 126.62
Ishares Tr Exponential Technologies Etf (XT) 14.8 $1.6B 42M 38.72
iShares IBoxx $ Invest Grade Corp Bd (LQD) 9.1 $1.0B 8.7M 114.93
iShares S&P MidCap 400 Index (IJH) 7.6 $834M 4.1M 201.29
Spdr Index Shs Fds s&p north amer (NANR) 6.2 $686M 20M 34.30
Vanguard REIT ETF (VNQ) 3.9 $432M 5.4M 80.68
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.2 $240M 2.0M 119.07
iShares S&P MidCap 400 Value Index (IJJ) 1.5 $167M 996k 167.33
Legg Mason Etf Equity Tr low divi etf (LVHD) 1.3 $141M 4.6M 30.62
iShares Russell 2000 Growth Index (IWO) 1.3 $140M 651k 215.08
iShares MSCI EAFE Index Fund (EFA) 1.2 $136M 2.0M 67.99
iShares S&P MidCap 400 Growth (IJK) 1.1 $119M 509k 232.94
Invesco S&p 500 High Div, Low V equities (SPHD) 1.0 $111M 2.7M 41.41
Vanguard Total Stock Market ETF (VTI) 0.8 $88M 585k 149.65
Vanguard Total Bond Market ETF (BND) 0.5 $56M 709k 78.70
Ishares Tr eafe min volat (EFAV) 0.5 $56M 772k 72.81
Ark Etf Tr indl innovatin (ARKQ) 0.0 $4.6M 129k 36.02
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $2.8M 26k 107.94
Etf Managers Tr purefunds ise cy 0.0 $3.6M 90k 40.13
Etf Managers Tr purefunds ise mo 0.0 $3.7M 86k 42.91
Global X Fds rbtcs artfl in (BOTZ) 0.0 $3.4M 151k 22.88
Ark Etf Tr gen rev mltsct (ARKG) 0.0 $2.3M 70k 33.42
Spdr Ser Tr kensho intelgn (SIMS) 0.0 $2.2M 73k 30.93
Spdr Ser Tr kensho smart (HAIL) 0.0 $2.3M 75k 30.37
Spdr Ser Tr kensho future (FITE) 0.0 $2.3M 65k 36.05
Vanguard Value ETF (VTV) 0.0 $729k 6.6k 110.71
Invesco Global Clean Energy (PBD) 0.0 $768k 64k 11.97
Vanguard Mid-Cap ETF (VO) 0.0 $384k 2.3k 164.03