0001386088-12-000001.txt : 20120210
0001386088-12-000001.hdr.sgml : 20120210
20120210151837
ACCESSION NUMBER: 0001386088-12-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20111231
FILED AS OF DATE: 20120210
DATE AS OF CHANGE: 20120210
EFFECTIVENESS DATE: 20120210
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Edelman Financial Services, LLC
CENTRAL INDEX KEY: 0001386088
IRS NUMBER: 810672617
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12214
FILM NUMBER: 12592406
BUSINESS ADDRESS:
STREET 1: 4000 LEGATO ROAD
STREET 2: 9TH FLOOR
CITY: FAIRFAX
STATE: VA
ZIP: 22033
BUSINESS PHONE: 703-251-0197
MAIL ADDRESS:
STREET 1: 4000 LEGATO ROAD
STREET 2: 9TH FLOOR
CITY: FAIRFAX
STATE: VA
ZIP: 22033
13F-HR
1
efs13fhr4q11.txt
2011 4TH QUARTER 13F HR
TYPE 13F-HR
PERIOD 12/31/2011
FILER
CIK 1386088
CCC kd@hvbm3
SUBMISSION-CONTACT
NAME E.OLSEN
PHONE 703-251-0170
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 2011
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.):
[ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name:
Edelman Financial Services, LLC
Address:
4000 Legato Road, 9th Floor
Fairfax VA 22033
13F File Number:
28-122214
The institutional investment manager filing this report and the person
by whom it is signed hereby represent that the person signing the report
is authorized to submit it, that all information contained herein is true,
correct and complete, and that it is understood that all required items,
statements, schedules, lists, and tables, are considered integral parts
of this submission.
Person Signing this Report on Behalf of Reporting Manager:
Name:
Eric Michael Olsen
Title:
Trading and Risk Analyst
Phone:
703-251-0170
Signature,
Place,
and Date of Signing:
Eric Michael Olsen
Richmond, Virginia
February 10, 2012
Report Type (Check only one.):
[ X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
N/A
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers:
0
Form 13F Information Table Entry Total:
26
Form 13F Information Table Value Total:
$2,764,229
List of Other Included Managers:
N/A
FORM 13F INFORMATION TABLE
Value InveOtherVote
Name of Issuer Title of ClaCusip x1000 Shares DiscManagAuth
VANGUARD BD INDEX TOTAL BND EQUITY - ETF921937835 48718 583169SOLE NONE
VANGUARD BD INDEX SH TRM BND EQUITY - ETF921937827 23829 294764SOLE NONE
ISHARES TR MSCI EAFE EQUITY - ETF464287465 264 5329SOLE NONE
ISHARES TR JPM EMG MRKT BND EQUITY - ETF464288281 146 1333SOLE NONE
ISHARES TR HI YLD CORP BOND FD EQUITY - ETF464288513 201 2243SOLE NONE
ISHARES TR NAT RES INDEX FD EQUITY - ETF464287374 281650 7411848SOLE NONE
ISHARES TR MIDCAP 400 INDEX FD EQUITY - ETF464287507 349653 3991014SOLE NONE
ISHARES TR RUSSELL MICRO CAP EQUITY - ETF464288869 165 3688SOLE NONE
ISHARES TR RUSSELL 1000 VALUE EQUITY - ETF464287598 639710 10077348SOLE NONE
ISHARES TR CORP BOND FD EQUITY - ETF464287242 432402 3801006SOLE NONE
POWERSHARES GLOBAL ETF TRUST EQUITY - ETF73936T615 107 12944SOLE NONE
POWERSHARES HI YLD CORP BND EQUITY - ETF73936T557 147 7950SOLE NONE
POWERSHARES FTSE RAFI US 1000 EQUITY - ETF73935X583 166 3040SOLE NONE
POWERSHARES FTSE RAFI US 1500 EQUITY - ETF73935X567 172 2863SOLE NONE
POWERSHARES LISTED PRIV EQUITY - ETF73935X195 152 19058SOLE NONE
VANGUARD INDEX FDS EQUITY - ETF922908611 190 3036SOLE NONE
VANGUARD INDEX FDS EQUITY - ETF92204A306 147 1460SOLE NONE
VANGUARD INDEX FDS EQUITY - ETF922908553 318225 5486637SOLE NONE
VANGUARD INDEX FDS EQUITY - ETF922908629 179 2493SOLE NONE
VANGUARD TOTAL STK MKT ETF EQUITY - ETF922908769 80858 1257510SOLE NONE
VANGUARD INDEX FDS EQUITY - ETF922908744 314 5978SOLE NONE
VANGUARD GROWTH ETF EQUITY - ETF922908736 586061 9489325SOLE NONE
VANGUARD INDEX FDS EQUITY - ETF922042858 175 4586SOLE NONE
VANGUARD INDEX FDS EQUITY - ETF922908652 191 3687SOLE NONE
ALPS ETF TR EQUITY - ETF00162Q866 198 11915SOLE NONE
WISDOMTREE TRUST EQUITY - ETF97717W125 209 4628SOLE NONE