0001062993-17-001776.txt : 20170407 0001062993-17-001776.hdr.sgml : 20170407 20170407163202 ACCESSION NUMBER: 0001062993-17-001776 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170407 DATE AS OF CHANGE: 20170407 EFFECTIVENESS DATE: 20170407 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: 17750148 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 03-31-2017 03-31-2017 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 04-07-2017 0 36 138046 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES TR RUS 1000 VAL ETF 464287598 20097 174848 SH SOLE 0 0 174848 ISHARES TR RUS 1000 ETF 464287622 19702 150111 SH SOLE 0 0 150111 ISHARES TR MSCI EAFE ETF 464287465 11782 189140 SH SOLE 0 0 189140 ISHARES TR EAFE VALUE ETF 464288877 11045 219587 SH SOLE 0 0 219587 ISHARES TR CORE US AGGBD ET 464287226 10965 101066 SH SOLE 0 0 101066 ISHARES TR RUSSELL 2000 ETF 464287655 7828 56939 SH SOLE 0 0 56939 ISHARES TR RUS 2000 VAL ETF 464287630 7314 61896 SH SOLE 0 0 61896 ISHARES TR MBS ETF 464288588 6437 60414 SH SOLE 0 0 60414 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6407 80345 SH SOLE 0 0 80345 SPDR SER TR NUVEEN BLMBRG SR 78468R739 4573 94400 SH SOLE 0 0 94400 ISHARES TR 3-7 YR TR BD ETF 464288661 3964 32213 SH SOLE 0 0 32213 ISHARES TR CALIF MUN BD ETF 464288356 3740 32154 SH SOLE 0 0 32154 ISHARES TR MSCI EMG MKT ETF 464287234 3644 92511 SH SOLE 0 0 92511 ISHARES TR MICRO-CAP ETF 464288869 3580 41796 SH SOLE 0 0 41796 PIMCO ETF TR 1-5 US TIP IDX 72201R205 3021 57178 SH SOLE 0 0 57178 WISDOMTREE TR EMER MKT HIGH FD 97717W315 2748 67268 SH SOLE 0 0 67268 ISHARES TR EAFE SML CP ETF 464288273 2537 46859 SH SOLE 0 0 46859 WISDOMTREE TR INTL SMCAP DIV 97717W760 1796 27439 SH SOLE 0 0 27439 NETFLIX INC COM 64110L106 1035 7000 SH SOLE 0 0 7000 WORKDAY INC CL A 98138H101 625 7500 SH SOLE 0 0 7500 ISHARES TR MSCI UK ETF NEW 46435G334 622 19118 SH SOLE 0 0 19118 ISHARES TR S&P 500 VAL ETF 464287408 413 3974 SH SOLE 0 0 3974 ISHARES TR MSCI UK SM ETF 46429B416 406 11092 SH SOLE 0 0 11092 PROCTER AND GAMBLE CO COM 742718109 401 4466 SH SOLE 0 0 4466 SPDR SERIES TRUST BLOMBERG INTL TR 78464A516 347 13036 SH SOLE 0 0 13036 ISHARES TR TIPS BD ETF 464287176 330 2875 SH SOLE 0 0 2875 SPDR S&P 500 ETF TR TR UNIT 78462F103 300 1273 SH SOLE 0 0 1273 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 293 3256 SH SOLE 0 0 3256 JOHNSON & JOHNSON COM 478160104 286 2299 SH SOLE 0 0 2299 INTEL CORP COM 458140100 280 7762 SH SOLE 0 0 7762 GENERAL ELECTRIC CO COM 369604103 275 9230 SH SOLE 0 0 9230 EXXON MOBIL CORP COM 30231G102 266 3242 SH SOLE 0 0 3242 DISNEY WALT CO COM DISNEY 254687106 264 2330 SH SOLE 0 0 2330 APPLE INC COM 037833100 261 1817 SH SOLE 0 0 1817 CISCO SYS INC COM 17275R102 237 7000 SH SOLE 0 0 7000 SPDR SERIES TRUST CITI INT GVT ETF 78464A490 225 4111 SH SOLE 0 0 4111