$3.28 Billion is the total value of Edelman Financial Services, LLC's 36 reported holdings in Q1 2012. The portfolio turnover from Q4 2011 to Q1 2012 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2012 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2012-05-08
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.