EDELMAN FINANCIAL SERVICES, LLC Information

4000 LEGATO ROAD, FAIRFAX, Virginia, 22033, (703) 251-0197

Report Date: 03/31/2015

Position Statistics

Total Positions 22
New Positions 1
Increased Positions 14
Decreased Positions 8
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 6,479

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 100%
Healthcare
Services
Technology
Transportation
Utilities

22 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR RUS 1000 VAL ETF 1,734,512 19,618 1.14 16,475,227
VANGUARD INDEX FDS GROWTH ETF 1,119,789 -216,691 (16.21) 10,260,112
ISHARES TR IBOXX INV CP ETF 651,320 18,104 2.86 5,507,060
ISHARES TR NA NAT RES 642,105 23,496 3.80 16,809,021
ISHARES TR EXPONEN TECHNO 610,713 610,713 New 23,212,192
VANGUARD INDEX FDS REIT ETF 597,557 -18,525 (3.01) 7,550,634
ISHARES TR CORE S&P MCP ETF 562,953 -164,255 (22.59) 3,695,977
ISHARES 3-7 YR TR BD ETF 133,886 8,056 6.40 1,082,518
ISHARES TR S&P MC 400VL ETF 79,933 -16,372 (17) 606,472
ISHARES TR MSCI EAFE ETF 71,788 5,872 8.91 1,077,257
ISHARES TR RUS 2000 GRW ETF 69,707 445 .64 457,397
ISHARES TR S&P MC 400GR ETF 55,616 -19,792 (26.25) 324,556
VANGUARD INDEX FDS TOTAL STK MKT 52,667 341 .65 481,812
ISHARES GLOBAL MATER ETF 47,526 3,204 7.23 805,933
VANGUARD BD INDEX FD INC TOTAL BND MRKT 44,499 966 2.22 540,428
ISHARES NAT AMT FREE BD 1,980 40 2.05 18,197
VANGUARD INDEX FDS VALUE ETF 836 2 .21 9,746
VANGUARD INDEX FDS MID CAP ETF 476 -12 (2.37) 3,672
POWERSHARES GLOBAL ETF TRUST GBL CLEAN ENER 472 11 2.42 34,609
VANGUARD WORLD FDS ENERGY ETF 368 14 3.95 3,313