Edelman Financial Services

Edelman Financial Services as of Dec. 31, 2015

Portfolio Holdings for Edelman Financial Services

Edelman Financial Services holds 20 positions in its portfolio as reported in the December 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Value Index (IWD) 26.1 $1.7B 18M 97.86
Vanguard Growth ETF (VUG) 17.0 $1.1B 11M 106.39
Spdr Index Shs Fds s&p north amer (NANR) 10.4 $690M 28M 25.13
iShares IBoxx $ Invest Grade Corp Bd (LQD) 10.2 $678M 5.9M 114.01
Vanguard REIT ETF (VNQ) 10.1 $668M 8.4M 79.73
Ishares Tr Exponential Technologies Etf (XT) 8.9 $588M 24M 24.83
iShares S&P MidCap 400 Index (IJH) 8.1 $537M 3.9M 139.32
iShares Lehman 3-7 Yr Treasury Bond (IEI) 2.2 $148M 1.2M 122.61
Vanguard Total Stock Market ETF (VTI) 1.5 $101M 965k 104.30
iShares S&P MidCap 400 Value Index (IJJ) 1.2 $81M 692k 117.20
iShares MSCI EAFE Index Fund (EFA) 1.1 $72M 1.2M 58.72
iShares Russell 2000 Growth Index (IWO) 1.1 $71M 512k 139.28
iShares S&P MidCap 400 Growth (IJK) 0.9 $59M 365k 160.96
Vanguard Total Bond Market ETF (BND) 0.9 $58M 712k 80.76
iShares S&P NA Nat. Re. Sc. Idx (IGE) 0.2 $12M 421k 28.14
Vanguard Mid-Cap ETF (VO) 0.0 $2.8M 23k 120.11
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $2.3M 21k 110.71
Vanguard Value ETF (VTV) 0.0 $418k 5.1k 81.51
iShares S&P Global Mat. Sector Inde (MXI) 0.0 $335k 7.5k 44.97
PowerShares Glbl Clean Enrgy Port 0.0 $414k 36k 11.43