Edelman Financial Services, LLC 13F Holdings · last filed Q3 2018
Edelman Financial Services, LLC reported 29 securities worth $10.99B in its SEC 13F filing for Q3 2018 (period ended 2018-09-30). Top holdings: VUG (26.12%), IWD (20.55%), XT (14.77%). Among its top 25 positions this quarter: 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $2.87B | 26.12% | 17.8M | Trimmed |
| 2 | IWD | ISHARES TR | $2.26B | 20.55% | 17.8M | Added |
| 3 | XT | ISHARES TR | $1.62B | 14.77% | 41.9M | Added |
| 4 | LQD | ISHARES TR | $1.00B | 9.14% | 8.7M | Added |
| 5 | IJH | ISHARES TR | $833.5M | 7.58% | 4.1M | Added |
| 6 | NANR | SPDR INDEX SHS FDS | $685.9M | 6.24% | 20.0M | Added |
| 7 | VNQ | VANGUARD INDEX FDS | $432.4M | 3.93% | 5.4M | Trimmed |
| 8 | IEI | ISHARES TR | $239.9M | 2.18% | 2.0M | Added |
| 9 | IJJ | ISHARES TR | $166.6M | 1.52% | 995,869 | Added |
| 10 | LVHD | LEGG MASON ETF INVESTMENT TR | $141.3M | 1.29% | 4.6M | Trimmed |
| 11 | IWO | ISHARES TR | $140.0M | 1.27% | 651,011 | Added |
| 12 | EFA | ISHARES TR | $135.7M | 1.23% | 2.0M | Added |
| 13 | IJK | ISHARES TR | $118.6M | 1.08% | 509,224 | Added |
| 14 | SPHD | INVESCO EXCHNG TRADED FD TR | $110.6M | 1.01% | 2.7M | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $87.5M | 0.80% | 584,453 | Trimmed |
| 16 | BND | VANGUARD BD INDEX FD INC | $55.8M | 0.51% | 708,843 | Added |
| 17 | EFAV | ISHARES TR | $56.2M | 0.51% | 772,275 | Trimmed |
| 18 | ARKQ | ARK ETF TR | $4.6M | 0.04% | 128,589 | Trimmed |
| 19 | BOTZ | GLOBAL X FDS | $3.4M | 0.03% | 150,601 | Added |
| 20 | HACK | ETF MANAGERS TR | $3.6M | 0.03% | 89,542 | Trimmed |
| 21 | IPAY | ETF MANAGERS TR | $3.7M | 0.03% | 86,436 | Trimmed |
| 22 | MUB | ISHARES TR | $2.8M | 0.03% | 26,134 | Trimmed |
| 23 | ARKG | ARK ETF TR | $2.3M | 0.02% | 70,189 | Trimmed |
| 24 | FITE | SPDR SER TR | $2.3M | 0.02% | 65,154 | Trimmed |
| 25 | HAIL | SPDR SER TR | $2.3M | 0.02% | 74,742 | Hold |
Source: SEC Form 13F filings · as of 2018-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR