0001085146-17-001699.txt : 20170809
0001085146-17-001699.hdr.sgml : 20170809
20170809115304
ACCESSION NUMBER: 0001085146-17-001699
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170809
DATE AS OF CHANGE: 20170809
EFFECTIVENESS DATE: 20170809
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: 171016981
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
true
false
0001386088
XXXXXXXX
06-30-2017
06-30-2017
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
08-08-2017
0
23
8818833
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ARK ETF TR
GEN REV MLTSCT
00214Q302
2594
115898
SH
SOLE
0
0
115898
ARK ETF TR
INDL INNOVATIN
00214Q203
5126
182291
SH
SOLE
0
0
182291
ETF MANAGERS TR
PUREFUNDS ISE CY
26924G201
3709
123566
SH
SOLE
0
0
123566
ETF MANAGERS TR
PUREFUNDS ISE MO
26924G409
3784
127078
SH
SOLE
0
0
127078
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
3803
203832
SH
SOLE
0
0
203832
ISHARES TR
3-7 YR TR BD ETF
464288661
198650
1607593
SH
SOLE
0
0
1607593
ISHARES TR
CORE S&P MCP ETF
464287507
724976
4167728
SH
SOLE
0
0
4167728
ISHARES TR
EXPONEN TECHNO
46434V381
868108
27324758
SH
SOLE
0
0
27324758
ISHARES TR
IBOXX INV CP ETF
464287242
884835
7342418
SH
SOLE
0
0
7342418
ISHARES TR
MSCI EAFE ETF
464287465
111074
1703592
SH
SOLE
0
0
1703592
ISHARES TR
NATIONAL MUN ETF
464288414
2796
25386
SH
SOLE
0
0
25386
ISHARES TR
RUS 1000 VAL ETF
464287598
2316408
19895288
SH
SOLE
0
0
19895288
ISHARES TR
RUS 2000 GRW ETF
464287648
107854
639059
SH
SOLE
0
0
639059
ISHARES TR
S&P MC 400GR ETF
464287606
89510
455244
SH
SOLE
0
0
455244
ISHARES TR
S&P MC 400VL ETF
464287705
125424
844320
SH
SOLE
0
0
844320
POWERSHARES ETF TR II
GBL CLEAN ENER
73936T615
627
52611
SH
SOLE
0
0
52611
SPDR INDEX SHS FDS
S&P NORTH AMER
78463X152
892516
28800117
SH
SOLE
0
0
28800117
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
55274
675468
SH
SOLE
0
0
675468
VANGUARD INDEX FDS
GROWTH ETF
922908736
1509461
11881775
SH
SOLE
0
0
11881775
VANGUARD INDEX FDS
MID CAP ETF
922908629
321
2254
SH
SOLE
0
0
2254
VANGUARD INDEX FDS
REIT ETF
922908553
841042
10105034
SH
SOLE
0
0
10105034
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
70392
565626
SH
SOLE
0
0
565626
VANGUARD INDEX FDS
VALUE ETF
922908744
549
5688
SH
SOLE
0
0
5688