0001085146-19-000671.txt : 20190213 0001085146-19-000671.hdr.sgml : 20190213 20190213152041 ACCESSION NUMBER: 0001085146-19-000671 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190213 DATE AS OF CHANGE: 20190213 EFFECTIVENESS DATE: 20190213 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: 19596681 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 12-31-2018 12-31-2018 false Edelman Financial Services, LLC
4000 LEGATO ROAD 9TH FLOOR FAIRFAX VA 22033
13F HOLDINGS REPORT 028-12214 Y On or about November 1, 2018 Edelman Financial Services, LLC withdrew its SEC registration and combined its entire advisory business with Financial Engines Advisors L.L.C. (A"FEAA"). FEA is an SEC registered investment adviser and wholly owned subsidiary of Edelman Financial Engines, LLC. FEAA's overall business now primarily operates using the name Edelman Financial Engines, filing under 0001420473.
Eric Michael Olsen Trading and Risk Analyst 703-251-0170 /s/ Eric Michael Olsen Richmond VA 02-11-2019 0 29 0
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ARK ETF TR GEN REV MLTSCT 00214Q302 0 0 SH SOLE 0 0 0 ARK ETF TR INDL INNOVATIN 00214Q203 0 0 SH SOLE 0 0 0 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 0 0 SH SOLE 0 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 0 0 SH SOLE 0 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 0 0 SH SOLE 0 0 0 INVESCO EXCHNG TRADED FD TR GBL CLEAN ENRG 46138G847 0 0 SH SOLE 0 0 0 INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 46138E362 0 0 SH SOLE 0 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 0 0 SH SOLE 0 0 0 ISHARES TR CORE S&P MCP ETF 464287507 0 0 SH SOLE 0 0 0 ISHARES TR EXPONENTIAL TECH 46434V381 0 0 SH SOLE 0 0 0 ISHARES TR IBOXX INV CP ETF 464287242 0 0 SH SOLE 0 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 0 0 SH SOLE 0 0 0 ISHARES TR MSCI EAFE ETF 464287465 0 0 SH SOLE 0 0 0 ISHARES TR NATIONAL MUN ETF 464288414 0 0 SH SOLE 0 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 0 0 SH SOLE 0 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 0 0 SH SOLE 0 0 0 ISHARES TR S&P MC 400GR ETF 464287606 0 0 SH SOLE 0 0 0 ISHARES TR S&P MC 400VL ETF 464287705 0 0 SH SOLE 0 0 0 LEGG MASON ETF INVESTMENT TR LOW DIVI ETF 52468L406 0 0 SH SOLE 0 0 0 SPDR INDEX SHS FDS S&P NORTH AMER 78463X152 0 0 SH SOLE 0 0 0 SPDR SER TR KENSHO FUTURE 78468R671 0 0 SH SOLE 0 0 0 SPDR SER TR KENSHO INTELGN 78468R697 0 0 SH SOLE 0 0 0 SPDR SER TR KENSHO SMART 78468R689 0 0 SH SOLE 0 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 0 0 SH SOLE 0 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 0 0 SH SOLE 0 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 0 0 SH SOLE 0 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 0 0 SH SOLE 0 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 0 0 SH SOLE 0 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 0 0 SH SOLE 0 0 0