0001062993-16-006968.txt : 20160108 0001062993-16-006968.hdr.sgml : 20160108 20160108171600 ACCESSION NUMBER: 0001062993-16-006968 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160108 DATE AS OF CHANGE: 20160108 EFFECTIVENESS DATE: 20160108 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: 161334344 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 12-31-2015 12-31-2015 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 01-08-2015 0 30 134676 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES TR RUS 1000 ETF 464287622 18805 175669 SH SOLE 0 0 175669 ISHARES TR RUS 1000 VAL ETF 464287598 18776 201286 SH SOLE 0 0 201286 PIMCO ETF TR 1-5 US TIP IDX 72201R205 11719 227253 SH SOLE 0 0 227253 ISHARES TR CORE US AGGBD ET 464287226 11239 102563 SH SOLE 0 0 102563 ISHARES TR MSCI EAFE ETF 464287465 10638 185585 SH SOLE 0 0 185585 ISHARES TR EAFE VALUE ETF 464288877 10272 221908 SH SOLE 0 0 221908 ISHARES TR RUSSELL 2000 ETF 464287655 7278 66653 SH SOLE 0 0 66653 ISHARES TR RUS 2000 VAL ETF 464287630 6690 74248 SH SOLE 0 0 74248 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6243 78318 SH SOLE 0 0 78318 ISHARES TR MBS ETF 464288588 5035 45929 SH SOLE 0 0 45929 SPDR SERIES TRUST NUVN BR SHT MUNI 78464A425 4790 196644 SH SOLE 0 0 196644 ISHARES TR CALI AMT-FRE ETF 464288356 3871 32987 SH SOLE 0 0 32987 ISHARES TR MICRO-CAP ETF 464288869 3384 48519 SH SOLE 0 0 48519 ISHARES TR 3-7 YR TR BD ETF 464288661 2945 23628 SH SOLE 0 0 23628 ISHARES TR MSCI EMG MKT ETF 464287234 2770 84512 SH SOLE 0 0 84512 ISHARES TR EAFE SML CP ETF 464288273 2297 48083 SH SOLE 0 0 48083 WISDOMTREE TR EMER MKT HIGH FD 97717W315 2018 60262 SH SOLE 0 0 60262 WISDOMTREE TR INTL SMCAP DIV 97717W760 1431 25940 SH SOLE 0 0 25940 WORKDAY INC CL A 98138H101 751 10900 SH SOLE 0 0 10900 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 551 7474 SH SOLE 0 0 7474 ISHARES TR MSCI UTD KNGDM 46434V548 543 33141 SH SOLE 0 0 33141 ISHARES TR S&P 500 VAL ETF 464287408 408 4854 SH SOLE 0 0 4854 ISHARES TR MSCI UK SM ETF 46429B416 373 9443 SH SOLE 0 0 9443 APPLE INC COM 037833100 354 3214 SH SOLE 0 0 3214 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 337 6481 SH SOLE 0 0 6481 ISHARES TR RUSSELL 3000 ETF 464287689 314 2759 SH SOLE 0 0 2759 PROCTER & GAMBLE CO COM 742718109 220 3054 SH SOLE 0 0 3054 SPDR SERIES TRUST DB INT GVT ETF 78464A490 219 4202 SH SOLE 0 0 4202 CLOROX CO DEL COM 189054109 203 1757 SH SOLE 0 0 1757 EXXON MOBIL CORP COM 30231G102 202 2722 SH SOLE 0 0 2722