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