0001085146-17-000302.txt : 20170207 0001085146-17-000302.hdr.sgml : 20170207 20170206191536 ACCESSION NUMBER: 0001085146-17-000302 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170207 DATE AS OF CHANGE: 20170206 EFFECTIVENESS DATE: 20170207 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: 17576822 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 12-31-2016 12-31-2016 false Edelman Financial Services, LLC

4000 LEGATO ROAD 9TH FLOOR FAIRFAX VA 22033

13F HOLDINGS REPORT 028-12214 N Eric Michael Olsen 703-251-0170 /s/ Eric Michael Olsen Richmond VA 02-04-2017 0 18 7952958 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR 3-7 YR TR BD ETF 464288661 176355 1439513 SH SOLE 0 0 1439513 ISHARES TR CORE S&P MCP ETF 464287507 666891 4033451 SH SOLE 0 0 4033451 ISHARES TR EXPONEN TECHNO 46434V381 762158 28459955 SH SOLE 0 0 28459955 ISHARES TR IBOXX INV CP ETF 464287242 801442 6839410 SH SOLE 0 0 6839410 ISHARES TR MSCI EAFE ETF 464287465 92663 1605114 SH SOLE 0 0 1605114 ISHARES TR NATIONAL MUN ETF 464288414 2464 22781 SH SOLE 0 0 22781 ISHARES TR RUS 1000 VAL ETF 464287598 2142375 19123226 SH SOLE 0 0 19123226 ISHARES TR RUS 2000 GRW ETF 464287648 93486 607286 SH SOLE 0 0 607286 ISHARES TR S&P MC 400GR ETF 464287606 77524 425491 SH SOLE 0 0 425491 ISHARES TR S&P MC 400VL ETF 464287705 110890 763652 SH SOLE 0 0 763652 POWERSHARES ETF TR II GBL CLEAN ENER 73936T615 467 44878 SH SOLE 0 0 44878 SPDR INDEX SHS FDS S&P NORTH AMER 78463X152 821752 24544574 SH SOLE 0 0 24544574 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 54775 677986 SH SOLE 0 0 677986 VANGUARD INDEX FDS GROWTH ETF 922908736 1311431 11763827 SH SOLE 0 0 11763827 VANGUARD INDEX FDS MID CAP ETF 922908629 298 2262 SH SOLE 0 0 2262 VANGUARD INDEX FDS REIT ETF 922908553 771876 9352668 SH SOLE 0 0 9352668 VANGUARD INDEX FDS TOTAL STK MKT 922908769 65575 568635 SH SOLE 0 0 568635 VANGUARD INDEX FDS VALUE ETF 922908744 536 5761 SH SOLE 0 0 5761