Grubman Wealth Management

Grubman Wealth Management as of March 31, 2014

Portfolio Holdings for Grubman Wealth Management

Grubman Wealth Management holds 30 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 13.1 $17M 177k 96.50
iShares Russell 1000 Index (IWB) 12.3 $16M 154k 104.77
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 8.6 $11M 211k 52.94
iShares MSCI EAFE Index Fund (EFA) 8.3 $11M 162k 67.20
iShares MSCI EAFE Value Index (EFV) 8.0 $10M 180k 57.58
iShares Lehman Aggregate Bond (AGG) 6.9 $9.0M 83k 107.91
iShares Russell 2000 Index (IWM) 5.7 $7.5M 64k 116.34
iShares Russell 2000 Value Index (IWN) 5.5 $7.2M 71k 100.84
Vanguard Short Term Corporate Bond ETF (VCSH) 4.4 $5.7M 71k 79.98
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd 3.4 $4.5M 184k 24.26
iShares Lehman MBS Bond Fund (MBB) 3.2 $4.2M 39k 106.13
iShares MSCI Emerging Markets Indx (EEM) 2.9 $3.8M 93k 41.01
iShares Russell Microcap Index (IWC) 2.6 $3.4M 45k 77.31
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 2.5 $3.2M 29k 113.21
Jefferies CRB Global Commodity ETF 2.3 $3.0M 68k 43.95
WisdomTree Emerging Markets Eq (DEM) 1.9 $2.5M 52k 49.07
Powershares Etf Trust Ii intl corp bond 1.8 $2.3M 76k 29.98
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.6 $2.1M 40k 52.20
WisdomTree Intl. SmallCap Div (DLS) 1.0 $1.3M 20k 65.02
Vanguard Dividend Appreciation ETF (VIG) 0.9 $1.2M 16k 75.25
iShares MSCI United Kingdom Index 0.5 $624k 30k 20.58
iShares S&P 500 Value Index (IVE) 0.4 $556k 6.4k 86.93
iShares S&P 500 Index (IVV) 0.4 $510k 2.7k 188.26
Exxon Mobil Corporation (XOM) 0.3 $408k 4.2k 97.56
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.3 $368k 6.2k 59.43
Workday Inc cl a (WDAY) 0.3 $340k 3.7k 91.52
Procter & Gamble Company (PG) 0.2 $308k 3.8k 80.54
Spdr S&p 500 Etf (SPY) 0.2 $267k 1.4k 186.84
United Technologies Corporation 0.2 $258k 2.2k 117.01
SPDR DB Int'l Govt Infl Pro Bond (WIP) 0.2 $243k 4.0k 60.16