Edelman Financial Services

Edelman Financial Services as of Dec. 31, 2016

Portfolio Holdings for Edelman Financial Services

Edelman Financial Services holds 18 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 26.9 $2.1B 19M 112.03
Vanguard Growth ETF (VUG) 16.5 $1.3B 12M 111.48
Spdr Index Shs Fds s&p north amer (NANR) 10.3 $822M 25M 33.48
iShares IBoxx $ Invest Grade Corp Bd (LQD) 10.1 $801M 6.8M 117.18
Vanguard REIT ETF (VNQ) 9.7 $772M 9.4M 82.53
Ishares Tr Exponential Technologies Etf (XT) 9.6 $762M 29M 26.78
iShares S&P MidCap 400 Index (IJH) 8.4 $667M 4.0M 165.34
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.2 $176M 1.4M 122.51
iShares S&P MidCap 400 Value Index (IJJ) 1.4 $111M 764k 145.21
iShares Russell 2000 Growth Index (IWO) 1.2 $94M 607k 153.94
iShares MSCI EAFE Index Fund (EFA) 1.2 $93M 1.6M 57.73
iShares S&P MidCap 400 Growth (IJK) 1.0 $78M 426k 182.20
Vanguard Total Stock Market ETF (VTI) 0.8 $66M 569k 115.32
Vanguard Total Bond Market ETF (BND) 0.7 $55M 678k 80.79
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $2.5M 23k 108.16
Vanguard Value ETF (VTV) 0.0 $536k 5.8k 93.04
PowerShares Glbl Clean Enrgy Port 0.0 $467k 45k 10.41
Vanguard Mid-Cap ETF (VO) 0.0 $298k 2.3k 131.74