0001062993-16-008809.txt : 20160407 0001062993-16-008809.hdr.sgml : 20160407 20160407152551 ACCESSION NUMBER: 0001062993-16-008809 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160407 DATE AS OF CHANGE: 20160407 EFFECTIVENESS DATE: 20160407 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: 161559923 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 03-31-2016 03-31-2016 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 04-07-2016 0 33 142950 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES TR RUS 1000 ETF 464287622 20464 179402 SH SOLE 0 0 179402 ISHARES TR RUS 1000 VAL ETF 464287598 20298 205424 SH SOLE 0 0 205424 PIMCO ETF TR 1-5 US TIP IDX 72201R205 12010 229424 SH SOLE 0 0 229424 ISHARES TR CORE US AGGBD ET 464287226 11450 103319 SH SOLE 0 0 103319 ISHARES TR MSCI EAFE ETF 464287465 10918 191005 SH SOLE 0 0 191005 ISHARES TR EAFE VALUE ETF 464288877 10716 238887 SH SOLE 0 0 238887 ISHARES TR RUSSELL 2000 ETF 464287655 7475 67569 SH SOLE 0 0 67569 ISHARES TR RUS 2000 VAL ETF 464287630 7101 76209 SH SOLE 0 0 76209 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6437 80433 SH SOLE 0 0 80433 ISHARES TR MBS ETF 464288588 5325 48640 SH SOLE 0 0 48640 SPDR SER TR NUVN BR SHT MUNI 78468R739 4634 94912 SH SOLE 0 0 94912 ISHARES TR CALIF MUN BD ETF 464288356 3889 32596 SH SOLE 0 0 32596 ISHARES TR 3-7 YR TR BD ETF 464288661 3738 29676 SH SOLE 0 0 29676 ISHARES TR MICRO-CAP ETF 464288869 3382 49796 SH SOLE 0 0 49796 ISHARES TR MSCI EMG MKT ETF 464287234 3330 97213 SH SOLE 0 0 97213 WISDOMTREE TR EMER MKT HIGH FD 97717W315 2418 69436 SH SOLE 0 0 69436 ISHARES TR EAFE SML CP ETF 464288273 2349 47169 SH SOLE 0 0 47169 WISDOMTREE TR INTL SMCAP DIV 97717W760 1607 27287 SH SOLE 0 0 27287 WORKDAY INC CL A 98138H101 838 10900 SH SOLE 0 0 10900 ISHARES TR MSCI UTD KNGDM 46434V548 532 33925 SH SOLE 0 0 33925 PROCTER & GAMBLE CO COM 742718109 509 6184 SH SOLE 0 0 6184 ISHARES TR S&P 500 VAL ETF 464287408 382 4249 SH SOLE 0 0 4249 EXXON MOBIL CORP COM 30231G102 378 4522 SH SOLE 0 0 4522 ISHARES TR MSCI UK SM ETF 46429B416 371 9785 SH SOLE 0 0 9785 JOHNSON & JOHNSON COM 478160104 365 3374 SH SOLE 0 0 3374 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 363 4464 SH SOLE 0 0 4464 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 361 6481 SH SOLE 0 0 6481 INTERNATIONAL BUSINESS MACHS COM 459200101 289 1910 SH SOLE 0 0 1910 AGILENT TECHNOLOGIES INC COM 00846U101 257 6438 SH SOLE 0 0 6438 SPDR SERIES TRUST CITI INT GVT ETF 78464A490 228 4204 SH SOLE 0 0 4204 TARGET CORP COM 87612E106 220 2675 SH SOLE 0 0 2675 HEWLETT PACKARD ENTERPRISE C COM 42824C109 187 10548 SH SOLE 0 0 10548 HP INC COM 40434L105 128 10365 SH SOLE 0 0 10365