Grubman Wealth Management

Grubman Wealth Management as of Dec. 31, 2013

Portfolio Holdings for Grubman Wealth Management

Grubman Wealth Management holds 29 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 13.1 $16M 171k 94.17
iShares Russell 1000 Index (IWB) 12.6 $15M 149k 103.17
iShares MSCI EAFE Index Fund (EFA) 8.6 $11M 157k 67.10
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 8.4 $10M 194k 52.90
iShares MSCI EAFE Value Index (EFV) 8.2 $10M 176k 57.20
iShares Russell 2000 Index (IWM) 6.1 $7.5M 65k 115.37
iShares Lehman Aggregate Bond (AGG) 5.9 $7.2M 67k 106.43
iShares Russell 2000 Value Index (IWN) 5.8 $7.1M 71k 99.50
Vanguard Short Term Corporate Bond ETF (VCSH) 4.0 $4.9M 61k 79.77
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd 3.4 $4.2M 173k 24.29
iShares MSCI Emerging Markets Indx (EEM) 3.1 $3.8M 90k 41.79
iShares Russell Microcap Index (IWC) 2.9 $3.5M 47k 75.13
iShares Lehman MBS Bond Fund (MBB) 2.8 $3.5M 33k 104.56
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 2.3 $2.8M 26k 108.79
Jefferies CRB Global Commodity ETF 2.2 $2.7M 62k 43.88
Vanguard Dividend Appreciation ETF (VIG) 1.8 $2.2M 30k 75.24
Powershares Etf Trust Ii intl corp bond 1.8 $2.1M 73k 29.50
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.7 $2.1M 40k 50.97
WisdomTree Emerging Markets Eq (DEM) 1.5 $1.8M 36k 51.02
WisdomTree Intl. SmallCap Div (DLS) 0.9 $1.1M 18k 62.98
iShares S&P 500 Value Index (IVE) 0.6 $667k 7.8k 85.46
iShares S&P 500 Index (IVV) 0.5 $639k 3.4k 185.70
Exxon Mobil Corporation (XOM) 0.4 $473k 4.7k 101.13
iShares MSCI United Kingdom Index 0.3 $410k 20k 20.88
Procter & Gamble Company (PG) 0.3 $328k 4.0k 81.39
Workday Inc cl a (WDAY) 0.3 $312k 3.8k 83.20
WisdomTree LargeCap Dividend Fund (DLN) 0.2 $287k 4.3k 66.54
Spdr S&p 500 Etf (SPY) 0.2 $264k 1.4k 184.74
United Technologies Corporation 0.2 $251k 2.2k 113.83