0001085146-17-002228.txt : 20171107 0001085146-17-002228.hdr.sgml : 20171107 20171107163704 ACCESSION NUMBER: 0001085146-17-002228 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171107 DATE AS OF CHANGE: 20171107 EFFECTIVENESS DATE: 20171107 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: 171183868 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 09-30-2017 09-30-2017 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 11-03-2017 0 23 9313155 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ARK ETF TR GEN REV MLTSCT 00214Q302 2811 107130 SH SOLE 0 0 107130 ARK ETF TR INDL INNOVATIN 00214Q203 5775 181427 SH SOLE 0 0 181427 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 3707 123171 SH SOLE 0 0 123171 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 4131 126451 SH SOLE 0 0 126451 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 4402 202377 SH SOLE 0 0 202377 ISHARES TR 3 7 YR TREAS BD 464288661 207306 1678452 SH SOLE 0 0 1678452 ISHARES TR CORE S&P MCP ETF 464287507 759517 4245484 SH SOLE 0 0 4245484 ISHARES TR EXPONENTIAL TECH 46434V381 937622 27312017 SH SOLE 0 0 27312017 ISHARES TR IBOXX INV CP ETF 464287242 911676 7520221 SH SOLE 0 0 7520221 ISHARES TR MSCI EAFE ETF 464287465 120565 1760584 SH SOLE 0 0 1760584 ISHARES TR NATIONAL MUN ETF 464288414 2750 24807 SH SOLE 0 0 24807 ISHARES TR RUS 1000 VAL ETF 464287598 2415759 20384432 SH SOLE 0 0 20384432 ISHARES TR RUS 2000 GRW ETF 464287648 118189 660423 SH SOLE 0 0 660423 ISHARES TR S&P MC 400GR ETF 464287606 95212 470506 SH SOLE 0 0 470506 ISHARES TR S&P MC 400VL ETF 464287705 134270 879132 SH SOLE 0 0 879132 POWERSHARES ETF TR II GBL CLEAN ENER 73936T615 688 54317 SH SOLE 0 0 54317 SPDR INDEX SHS FDS S&P NORTH AMER 78463X152 997157 29571681 SH SOLE 0 0 29571681 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 55924 682333 SH SOLE 0 0 682333 VANGUARD INDEX FDS GROWTH ETF 922908736 1599541 12049271 SH SOLE 0 0 12049271 VANGUARD INDEX FDS MID CAP ETF 922908629 338 2300 SH SOLE 0 0 2300 VANGUARD INDEX FDS REIT ETF 922908553 862431 10379484 SH SOLE 0 0 10379484 VANGUARD INDEX FDS TOTAL STK MKT 922908769 72805 562117 SH SOLE 0 0 562117 VANGUARD INDEX FDS VALUE ETF 922908744 579 5801 SH SOLE 0 0 5801