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Edelman Financial Services, LLC

Portfolio Profile

CIK: 0001386088 | FAIRFAX, VA

$0
AUM
29
Positions
0%
Top 10 Conc.
0%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1ETF Managers TR0$00.00%
2Global X FDS(BOTZ)0$00.00%
3Ishares TR(LQD)0$00.00%
4Ishares TR(IJH)0$00.00%
5Ishares TR(MUB)0$00.00%
6Legg Mason ETF Investment TR(LVHD)0$00.00%
7Spdr Index SHS FDS(NANR)0$00.00%
8Spdr SER TR(HAIL)0$00.00%
9Vanguard BD Index FD Inc(BND)0$00.00%
10ETF Managers TR(HACKUSD)0$00.00%

Sector Allocation

Latest filing, equity positions only

Unclassified0% · $0

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified100%0%-100%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified100%

AUM History

$6.9M | 19 pos.
$7.3M | 19 pos.
$7.6M | 19 pos.
$8.0M | 18 pos.
$8.5M | 18 pos.
$11.4M | 23 pos.
0%
-100%
$12.1M | 23 pos.
$12.5M | 23 pos.
$12.6M | 29 pos.
$12.7M | 29 pos.
$13.3M | 29 pos.
$0 | 29 pos.
Q1
16
Q2
16
Q3
16
Q4
16
Q1
17
Q2
17
Q3
17
Q4
17
Q1
18
Q2
18
Q3
18
Q4
18

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
0
Increased
29
Decreased
0
Unchanged