0001085146-18-000443.txt : 20180209
0001085146-18-000443.hdr.sgml : 20180209
20180209115643
ACCESSION NUMBER: 0001085146-18-000443
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180209
DATE AS OF CHANGE: 20180209
EFFECTIVENESS DATE: 20180209
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: 18589815
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
12-31-2017
12-31-2017
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
02-08-2018
0
23
9833597
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ARK ETF TR
GEN REV MLTSCT
00214Q302
2624
107130
SH
SOLE
0
0
107130
ARK ETF TR
INDL INNOVATIN
00214Q203
5885
178673
SH
SOLE
0
0
178673
ETF MANAGERS TR
PRIME CYBR SCRTY
26924G201
3910
123571
SH
SOLE
0
0
123571
ETF MANAGERS TR
PRIME MOBILE PAY
26924G409
4406
126278
SH
SOLE
0
0
126278
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
4782
201756
SH
SOLE
0
0
201756
ISHARES TR
3 7 YR TREAS BD
464288661
222789
1823746
SH
SOLE
0
0
1823746
ISHARES TR
CORE S&P MCP ETF
464287507
805218
4242900
SH
SOLE
0
0
4242900
ISHARES TR
EXPONENTIAL TECH
46434V381
962076
27146610
SH
SOLE
0
0
27146610
ISHARES TR
IBOXX INV CP ETF
464287242
951884
7830568
SH
SOLE
0
0
7830568
ISHARES TR
MSCI EAFE ETF
464287465
127517
1813641
SH
SOLE
0
0
1813641
ISHARES TR
NATIONAL MUN ETF
464288414
2907
26255
SH
SOLE
0
0
26255
ISHARES TR
RUS 1000 VAL ETF
464287598
2572063
20685728
SH
SOLE
0
0
20685728
ISHARES TR
RUS 2000 GRW ETF
464287648
123878
663511
SH
SOLE
0
0
663511
ISHARES TR
S&P MC 400GR ETF
464287606
102638
475548
SH
SOLE
0
0
475548
ISHARES TR
S&P MC 400VL ETF
464287705
146342
914006
SH
SOLE
0
0
914006
POWERSHARES ETF TR II
GBL CLEAN ENER
73936T615
718
54673
SH
SOLE
0
0
54673
SPDR INDEX SHS FDS
S&P NORTH AMER
78463X152
1067603
30107247
SH
SOLE
0
0
30107247
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
58170
713135
SH
SOLE
0
0
713135
VANGUARD INDEX FDS
GROWTH ETF
922908736
1675242
11910717
SH
SOLE
0
0
11910717
VANGUARD INDEX FDS
MID CAP ETF
922908629
353
2282
SH
SOLE
0
0
2282
VANGUARD INDEX FDS
REIT ETF
922908553
916842
11048953
SH
SOLE
0
0
11048953
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
75079
547027
SH
SOLE
0
0
547027
VANGUARD INDEX FDS
VALUE ETF
922908744
671
6315
SH
SOLE
0
0
6315