Grubman Wealth Management

Grubman Wealth Management as of March 31, 2018

Portfolio Holdings for Grubman Wealth Management

Grubman Wealth Management holds 37 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 14.3 $20M 137k 146.86
iShares Russell 1000 Value Index (IWD) 13.9 $20M 163k 119.96
iShares MSCI EAFE Index Fund (EFA) 8.0 $11M 161k 69.68
iShares Lehman Aggregate Bond (AGG) 7.6 $11M 100k 107.25
iShares MSCI EAFE Value Index (EFV) 7.1 $10M 183k 54.55
iShares Russell 2000 Index (IWM) 5.9 $8.3M 55k 151.82
iShares Lehman MBS Bond Fund (MBB) 5.8 $8.1M 78k 104.64
iShares Russell 2000 Value Index (IWN) 5.1 $7.2M 59k 121.88
Vanguard Short Term Corporate Bond ETF (VCSH) 4.6 $6.4M 82k 78.43
Nuveen Barclays Shrt Term Muni bdfund (SHM) 3.1 $4.4M 91k 47.82
iShares Lehman 3-7 Yr Treasury Bond (IEI) 3.0 $4.2M 35k 120.63
iShares MSCI Emerging Markets Indx (EEM) 2.8 $3.9M 80k 48.28
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 2.6 $3.7M 63k 58.37
iShares Russell Microcap Index (IWC) 2.5 $3.6M 37k 96.04
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 2.1 $3.0M 57k 51.99
ISHARES TR MSCI Small Cap msci small cap (SCZ) 2.0 $2.8M 43k 65.19
WisdomTree Emerging Markets Eq (DEM) 2.0 $2.7M 57k 47.82
Talend S A ads 1.4 $1.9M 40k 48.13
WisdomTree Intl. SmallCap Div (DLS) 1.3 $1.9M 24k 76.44
iShares S&P 500 Index (IVV) 0.7 $1.0M 3.9k 265.27
Apple (AAPL) 0.6 $805k 4.8k 167.81
Ishares Msci Etf uie (EWUS) 0.3 $439k 10k 43.26
Exxon Mobil Corporation (XOM) 0.3 $383k 5.1k 74.63
iShares S&P 500 Value Index (IVE) 0.3 $372k 3.4k 109.22
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.3 $367k 12k 29.50
Procter & Gamble Company (PG) 0.2 $340k 4.3k 79.38
Vanguard Dividend Appreciation ETF (VIG) 0.2 $335k 3.3k 101.03
iShares Barclays TIPS Bond Fund (TIP) 0.2 $330k 2.9k 113.01
Spdr S&p 500 Etf (SPY) 0.2 $323k 1.2k 264.97
Intel Corporation (INTC) 0.2 $306k 5.9k 52.14
Netflix (NFLX) 0.2 $311k 1.1k 295.07
Ishares Msci United Kingdom Index etf (EWU) 0.2 $304k 8.8k 34.73
Johnson & Johnson (JNJ) 0.2 $288k 2.2k 128.23
Cisco Systems (CSCO) 0.2 $293k 6.8k 42.89
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $262k 2.0k 129.51
SPDR DB Int'l Govt Infl Pro Bond (WIP) 0.2 $245k 4.1k 59.55
Berkshire Hathaway (BRK.B) 0.2 $227k 1.1k 199.12