Edelman Financial Services

Edelman Financial Services as of March 31, 2017

Portfolio Holdings for Edelman Financial Services

Edelman Financial Services holds 18 positions in its portfolio as reported in the March 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 $2.2B 19M 114.94
Vanguard Growth ETF (VUG) 17.2 $1.5B 12M 121.66
Spdr Index Shs Fds s&p north amer (NANR) 10.3 $873M 26M 33.34
iShares IBoxx $ Invest Grade Corp Bd (LQD) 9.9 $842M 7.1M 117.91
Ishares Tr Exponential Technologies Etf (XT) 9.8 $834M 28M 29.70
Vanguard REIT ETF (VNQ) 9.5 $806M 9.8M 82.59
iShares S&P MidCap 400 Index (IJH) 8.2 $700M 4.1M 171.22
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.2 $190M 1.5M 123.05
iShares S&P MidCap 400 Value Index (IJJ) 1.4 $121M 813k 148.45
iShares MSCI EAFE Index Fund (EFA) 1.3 $107M 1.7M 62.29
iShares Russell 2000 Growth Index (IWO) 1.2 $103M 640k 161.66
iShares S&P MidCap 400 Growth (IJK) 1.0 $85M 446k 190.91
Vanguard Total Stock Market ETF (VTI) 0.8 $69M 570k 121.32
Vanguard Total Bond Market ETF (BND) 0.6 $55M 675k 81.08
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $2.7M 25k 108.95
Vanguard Value ETF (VTV) 0.0 $547k 5.7k 95.30
PowerShares Glbl Clean Enrgy Port 0.0 $574k 51k 11.17
Vanguard Mid-Cap ETF (VO) 0.0 $320k 2.3k 139.43