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
Operations Manager
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