0001062993-18-001567.txt : 20180410 0001062993-18-001567.hdr.sgml : 20180410 20180410115930 ACCESSION NUMBER: 0001062993-18-001567 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180410 DATE AS OF CHANGE: 20180410 EFFECTIVENESS DATE: 20180410 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: 18747337 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 03-31-2018 03-31-2018 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 04-09-2018 0 37 140407 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES TR RUS 1000 ETF 464287622 20047 136501 SH SOLE 0 0 136501 ISHARES TR RUS 1000 VAL ETF 464287598 19588 163287 SH SOLE 0 0 163287 ISHARES TR MSCI EAFE ETF 464287465 11189 160582 SH SOLE 0 0 160582 ISHARES TR CORE US AGGBD ET 464287226 10692 99689 SH SOLE 0 0 99689 ISHARES TR EAFE VALUE ETF 464288877 9975 182860 SH SOLE 0 0 182860 ISHARES TR RUSSELL 2000 ETF 464287655 8291 54610 SH SOLE 0 0 54610 ISHARES TR MBS ETF 464288588 8111 77517 SH SOLE 0 0 77517 ISHARES TR RUS 2000 VAL ETF 464287630 7208 59141 SH SOLE 0 0 59141 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6448 82209 SH SOLE 0 0 82209 SPDR SER TR NUVEEN BLMBRG SR 78468R739 4364 91268 SH SOLE 0 0 91268 ISHARES TR 3 7 YR TREAS BD 464288661 4164 34519 SH SOLE 0 0 34519 ISHARES TR MSCI EMG MKT ETF 464287234 3875 80259 SH SOLE 0 0 80259 ISHARES TR CALIF MUN BD ETF 464288356 3655 62616 SH SOLE 0 0 62616 ISHARES TR MICRO-CAP ETF 464288869 3565 37121 SH SOLE 0 0 37121 PIMCO ETF TR 1-5 US TIP IDX 72201R205 2952 56780 SH SOLE 0 0 56780 ISHARES TR EAFE SML CP ETF 464288273 2777 42597 SH SOLE 0 0 42597 WISDOMTREE TR EMER MKT HIGH FD 97717W315 2746 57421 SH SOLE 0 0 57421 TALEND S A ADS 874224207 1929 40078 SH SOLE 0 0 40078 WISDOMTREE TR INTL SMCAP DIV 97717W760 1859 24320 SH SOLE 0 0 24320 ISHARES TR CORE S&P500 ETF 464287200 1042 3928 SH SOLE 0 0 3928 APPLE INC COM 037833100 805 4797 SH SOLE 0 0 4797 ISHARES TR MSCI UK SM ETF 46429B416 439 10148 SH SOLE 0 0 10148 EXXON MOBIL CORP COM 30231G102 383 5132 SH SOLE 0 0 5132 ISHARES TR S&P 500 VAL ETF 464287408 372 3406 SH SOLE 0 0 3406 SPDR SERIES TRUST BLOMBERG INTL TR 78464A516 367 12441 SH SOLE 0 0 12441 PROCTER AND GAMBLE CO COM 742718109 340 4283 SH SOLE 0 0 4283 VANGUARD GROUP DIV APP ETF 921908844 335 3316 SH SOLE 0 0 3316 ISHARES TR TIPS BD ETF 464287176 330 2920 SH SOLE 0 0 2920 SPDR S&P 500 ETF TR TR UNIT 78462F103 323 1219 SH SOLE 0 0 1219 NETFLIX INC COM 64110L106 311 1054 SH SOLE 0 0 1054 INTEL CORP COM 458140100 306 5869 SH SOLE 0 0 5869 ISHARES TR MSCI UK ETF NEW 46435G334 304 8754 SH SOLE 0 0 8754 CISCO SYS INC COM 17275R102 293 6831 SH SOLE 0 0 6831 JOHNSON & JOHNSON COM 478160104 288 2246 SH SOLE 0 0 2246 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 262 2023 SH SOLE 0 0 2023 SPDR SERIES TRUST CITI INT GVT ETF 78464A490 245 4114 SH SOLE 0 0 4114 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 227 1140 SH SOLE 0 0 1140