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
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0001386088
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12-31-2018
12-31-2018
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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