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