Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | 0 | +100.0% | 0.00% | – |
IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | 0 | +100.0% | 0.00% | – |
VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | 0 | +100.0% | 0.00% | – |
HAIL | Exit | SPDR SER TRkensho smart | $0 | – | 0 | +100.0% | 0.00% | – |
HACK | Exit | ETF MANAGERS TRprime cybr scrty | $0 | – | 0 | +100.0% | 0.00% | – |
SPHD | Exit | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $0 | – | 0 | +100.0% | 0.00% | – |
NANR | Exit | SPDR INDEX SHS FDSs&p north amer | $0 | – | 0 | +100.0% | 0.00% | – |
XT | Exit | ISHARES TRexponential tech | $0 | – | 0 | +100.0% | 0.00% | – |
IPAY | Exit | ETF MANAGERS TRprime mobile pay | $0 | – | 0 | +100.0% | 0.00% | – |
VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | 0 | +100.0% | 0.00% | – |
MUB | Exit | ISHARES TRnational mun etf | $0 | – | 0 | +100.0% | 0.00% | – |
VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | 0 | +100.0% | 0.00% | – |
IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | 0 | +100.0% | 0.00% | – |
FITE | Exit | SPDR SER TRkensho future | $0 | – | 0 | +100.0% | 0.00% | – |
ARKQ | Exit | ARK ETF TRindl innovatin | $0 | – | 0 | +100.0% | 0.00% | – |
IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | 0 | +100.0% | 0.00% | – |
BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | 0 | +100.0% | 0.00% | – |
VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | 0 | +100.0% | 0.00% | – |
IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | 0 | +100.0% | 0.00% | – |
EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | 0 | +100.0% | 0.00% | – |
EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | 0 | +100.0% | 0.00% | – |
IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | 0 | +100.0% | 0.00% | – |
IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | 0 | +100.0% | 0.00% | – |
LVHD | Exit | LEGG MASON ETF INVESTMENT TRlow divi etf | $0 | – | 0 | +100.0% | 0.00% | – |
VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | 0 | +100.0% | 0.00% | – |
SIMS | Exit | SPDR SER TRkensho intelgn | $0 | – | 0 | +100.0% | 0.00% | – |
PBD | Exit | INVESCO EXCHNG TRADED FD TRgbl clean enrg | $0 | – | 0 | +100.0% | 0.00% | – |
BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | 0 | +100.0% | 0.00% | – |
ARKG | Exit | ARK ETF TRgen rev mltsct | $0 | – | 0 | +100.0% | 0.00% | – |
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.