$0 is the total value of Edelman Financial Services, LLC's 29 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARKQ | Sell | ARK ETF TRindl innovatin | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| ARKG | Sell | ARK ETF TRgen rev mltsct | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| IPAY | Sell | ETF MANAGERS TRprime mobile pay | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| SPHD | Sell | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| PBD | Sell | INVESCO EXCHNG TRADED FD TRgbl clean enrg | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| MUB | Sell | ISHARES TRnational mun etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| EFAV | Sell | ISHARES TRmin vol eafe etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| XT | Sell | ISHARES TRexponential tech | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| LVHD | Sell | LEGG MASON ETF INVESTMENT TRlow divi etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| NANR | Sell | SPDR INDEX SHS FDSs&p north amer | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| FITE | Sell | SPDR SER TRkensho future | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| HAIL | Sell | SPDR SER TRkensho smart | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| SIMS | Sell | SPDR SER TRkensho intelgn | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 23 | Q4 2018 | 28.2% |
| VANGUARD INDEX FDS | 23 | Q4 2018 | 26.1% |
| ISHARES TR | 23 | Q4 2018 | 14.1% |
| ISHARES TR | 23 | Q4 2018 | 11.6% |
| VANGUARD INDEX FDS | 23 | Q4 2018 | 10.4% |
| ISHARES TR | 23 | Q4 2018 | 2.3% |
| ISHARES TR | 23 | Q4 2018 | 1.5% |
| ISHARES TR | 23 | Q4 2018 | 1.3% |
| ISHARES TR | 23 | Q4 2018 | 1.3% |
| ISHARES TR | 23 | Q4 2018 | 1.1% |
View Edelman Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-11-09 |
| 13F-HR | 2018-08-13 |
| 13F-HR | 2018-05-08 |
| 13F-HR | 2018-02-09 |
| 13F-HR | 2017-11-07 |
| 13F-HR | 2017-08-09 |
| 13F-HR | 2017-05-10 |
| 13F-HR | 2017-02-07 |
| 13F-HR | 2016-11-07 |
View Edelman Financial Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.