Grubman Wealth Management

Grubman Wealth Management as of March 31, 2015

Portfolio Holdings for Grubman Wealth Management

Grubman Wealth Management holds 30 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 14.0 $20M 197k 103.08
iShares Russell 1000 Index (IWB) 13.9 $20M 174k 115.85
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 8.1 $12M 226k 51.90
iShares MSCI EAFE Index Fund (EFA) 8.1 $12M 182k 64.17
iShares Lehman Aggregate Bond (AGG) 8.0 $12M 104k 111.43
iShares MSCI EAFE Value Index (EFV) 7.8 $11M 213k 53.28
iShares Russell 2000 Index (IWM) 5.6 $8.2M 66k 124.37
iShares Russell 2000 Value Index (IWN) 5.2 $7.6M 74k 103.22
Vanguard Short Term Corporate Bond ETF (VCSH) 4.4 $6.4M 79k 80.21
iShares Lehman MBS Bond Fund (MBB) 3.5 $5.1M 46k 110.34
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd 3.4 $4.9M 200k 24.32
iShares MSCI Emerging Markets Indx (EEM) 2.7 $4.0M 99k 40.13
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 2.7 $3.9M 33k 118.26
iShares Russell Microcap Index (IWC) 2.6 $3.8M 49k 79.09
WisdomTree Emerging Markets Eq (DEM) 1.9 $2.8M 65k 42.50
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.6 $2.3M 46k 49.46
iShares Lehman 3-7 Yr Treasury Bond (IEI) 1.5 $2.2M 18k 124.15
WisdomTree Intl. SmallCap Div (DLS) 1.1 $1.5M 26k 59.27
Workday Inc cl a (WDAY) 0.6 $920k 11k 84.40
Vanguard Dividend Appreciation ETF (VIG) 0.6 $865k 11k 80.51
Ishares msci uk 0.4 $626k 35k 18.01
Apple (AAPL) 0.4 $570k 4.6k 124.35
iShares S&P 500 Value Index (IVE) 0.4 $551k 5.9k 92.64
Ishares Msci Etf uie (EWUS) 0.3 $428k 11k 38.39
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.2 $336k 6.3k 53.16
iShares S&P 500 Index (IVV) 0.2 $324k 1.6k 207.96
Exxon Mobil Corporation (XOM) 0.2 $265k 3.1k 84.88
Procter & Gamble Company (PG) 0.2 $263k 3.2k 82.08
United Technologies Corporation 0.2 $256k 2.2k 117.27
SPDR DB Int'l Govt Infl Pro Bond (WIP) 0.2 $225k 4.1k 54.52