0001085146-16-004652.txt : 20161107 0001085146-16-004652.hdr.sgml : 20161107 20161107105959 ACCESSION NUMBER: 0001085146-16-004652 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161107 DATE AS OF CHANGE: 20161107 EFFECTIVENESS DATE: 20161107 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Edelman Financial Services, LLC CENTRAL INDEX KEY: 0001386088 IRS NUMBER: 810672617 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12214 FILM NUMBER: 161976965 BUSINESS ADDRESS: STREET 1: 4000 LEGATO ROAD STREET 2: 9TH FLOOR CITY: FAIRFAX STATE: VA ZIP: 22033 BUSINESS PHONE: 703-251-0197 MAIL ADDRESS: STREET 1: 4000 LEGATO ROAD STREET 2: 9TH FLOOR CITY: FAIRFAX STATE: VA ZIP: 22033 FORMER COMPANY: FORMER CONFORMED NAME: Pinnacle Summer Investments, Inc DATE OF NAME CHANGE: 20141008 FORMER COMPANY: FORMER CONFORMED NAME: Edelman Financial Services, LLC DATE OF NAME CHANGE: 20070111 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001386088 XXXXXXXX 09-30-2016 09-30-2016 false Edelman Financial Services, LLC
4000 LEGATO ROAD 9TH FLOOR FAIRFAX VA 22033
13F HOLDINGS REPORT 028-12214 N
Eric Michael Olsen Trading and Risk Analyst 703-251-0170 /s/ Eric Michael Olsen Richmond VA 11-03-2016 0 19 7637825
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR 3-7 YR TR BD ETF 464288661 166409 1315072 SH SOLE 0 0 1315072 ISHARES TR CORE S&P MCP ETF 464287507 628323 4061294 SH SOLE 0 0 4061294 ISHARES TR EXPONEN TECHNO 46434V381 733918 27789405 SH SOLE 0 0 27789405 ISHARES TR IBOXX INV CP ETF 464287242 779680 6329596 SH SOLE 0 0 6329596 ISHARES TR MSCI EAFE ETF 464287465 88055 1489176 SH SOLE 0 0 1489176 ISHARES TR NA NAT RES 464287374 212 6154 SH SOLE 0 0 6154 ISHARES TR NATIONAL MUN ETF 464288414 2449 21723 SH SOLE 0 0 21723 ISHARES TR RUS 1000 VAL ETF 464287598 2005593 18988757 SH SOLE 0 0 18988757 ISHARES TR RUS 2000 GRW ETF 464287648 92911 623980 SH SOLE 0 0 623980 ISHARES TR S&P MC 400GR ETF 464287606 72313 413858 SH SOLE 0 0 413858 ISHARES TR S&P MC 400VL ETF 464287705 106214 798601 SH SOLE 0 0 798601 POWERSHARES ETF TR II GBL CLEAN ENER 73936T615 445 39993 SH SOLE 0 0 39993 SPDR INDEX SHS FDS S&P NORTH AMER 78463X152 820440 24003578 SH SOLE 0 0 24003578 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 51487 611917 SH SOLE 0 0 611917 VANGUARD INDEX FDS GROWTH ETF 922908736 1276078 11364127 SH SOLE 0 0 11364127 VANGUARD INDEX FDS MID CAP ETF 922908629 290 2244 SH SOLE 0 0 2244 VANGUARD INDEX FDS REIT ETF 922908553 749991 8646428 SH SOLE 0 0 8646428 VANGUARD INDEX FDS TOTAL STK MKT 922908769 62515 561532 SH SOLE 0 0 561532 VANGUARD INDEX FDS VALUE ETF 922908744 502 5765 SH SOLE 0 0 5765