0001062993-14-000113.txt : 20140109 0001062993-14-000113.hdr.sgml : 20140109 20140109163803 ACCESSION NUMBER: 0001062993-14-000113 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140109 DATE AS OF CHANGE: 20140109 EFFECTIVENESS DATE: 20140109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Grubman Wealth Management CENTRAL INDEX KEY: 0001585550 IRS NUMBER: 943240917 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15677 FILM NUMBER: 14519142 BUSINESS ADDRESS: STREET 1: 2040 BANCROFT WAY, SUITE 300 CITY: BERKELEY STATE: CA ZIP: 94704 BUSINESS PHONE: 510-883-1350 MAIL ADDRESS: STREET 1: 2040 BANCROFT WAY, SUITE 300 CITY: BERKELEY STATE: CA ZIP: 94704 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001585550 XXXXXXXX 12-31-2013 12-31-2013 Grubman Wealth Management

2040 BANCROFT WAY, SUITE 300 BERKELEY CA 94704

13F HOLDINGS REPORT 028-15677 N Jill Martin 510-883-1350 Jill Martin Berkeley CA 01-09-2014 0 29 122283 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES RUS 1000 VAL ETF 464287598 16072 170674 SH SOLE 0 0 170674 ISHARES RUS 1000 ETF 464287622 15379 149066 SH SOLE 0 0 149066 ISHARES MSCI EAFE ETF 464287465 10500 156488 SH SOLE 0 0 156488 PIMCO ETF TR 1-5 US TIP IDX 72201R205 10277 194287 SH SOLE 0 0 194287 ISHARES EAFE VALUE ETF 464288877 10066 175983 SH SOLE 0 0 175983 ISHARES RUSSELL 2000 ETF 464287655 7453 64603 SH SOLE 0 0 64603 ISHARES CORE TOTUSBD ETF 464287226 7164 67309 SH SOLE 0 0 67309 ISHARES RUS 2000 VAL ETF 464287630 7071 71067 SH SOLE 0 0 71067 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4893 61336 SH SOLE 0 0 61336 SPDR SERIES TRUST NUVN BR SHT MUNI 78464A425 4190 172482 SH SOLE 0 0 172482 ISHARES MSCI EMG MKT ETF 464287234 3765 90088 SH SOLE 0 0 90088 ISHARES MICRO-CAP ETF 464288869 3505 46655 SH SOLE 0 0 46655 ISHARES MBS ETF 464288588 3476 33245 SH SOLE 0 0 33245 ISHARES CALI AMT-FRE ETF 464288356 2778 25535 SH SOLE 0 0 25535 ALPS ETF TR JEFF TRJ CRB GLO 00162Q304 2699 61504 SH SOLE 0 0 61504 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 2227 29600 SH SOLE 0 0 29600 POWERSHARES ETF TRUST II INTL CORP BOND 73936Q835 2139 72500 SH SOLE 0 0 72500 ISHARES EAFE SML CP ETF 464288273 2052 40260 SH SOLE 0 0 40260 WISDOMTREE TR EMERG MKTS ETF 97717W315 1837 36004 SH SOLE 0 0 36004 WISDOMTREE TR INTL SMCAP DIV 97717W760 1109 17608 SH SOLE 0 0 17608 ISHARES S&P 500 VAL ETF 464287408 667 7805 SH SOLE 0 0 7805 ISHARES CORE S&P500 ETF 464287200 639 3441 SH SOLE 0 0 3441 EXXON MOBIL CORP COM 30231G102 473 4677 SH SOLE 0 0 4677 ISHARES MSCI UK ETF 464286699 410 19639 SH SOLE 0 0 19639 PROCTER & GAMBLE CO COM 742718109 328 4030 SH SOLE 0 0 4030 WORKDAY INC CL A 98138H101 312 3750 SH SOLE 0 0 3750 WISDOMTREE TR LARGECAP DIVID 97717W307 287 4313 SH SOLE 0 0 4313 SPDR S&P 500 ETF TR TR UNIT 78462F103 264 1429 SH SOLE 0 0 1429 UNITED TECHNOLOGIES CORP COM 913017109 251 2205 SH SOLE 0 0 2205