0001062993-14-004120.txt : 20140709 0001062993-14-004120.hdr.sgml : 20140709 20140709142920 ACCESSION NUMBER: 0001062993-14-004120 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140709 DATE AS OF CHANGE: 20140709 EFFECTIVENESS DATE: 20140709 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: 14967027 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 06-30-2014 06-30-2014 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 07-09-2014 0 31 140238 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES RUS 1000 VAL ETF 464287598 18351 181210 SH SOLE 0 0 181210 ISHARES RUS 1000 ETF 464287622 17440 158383 SH SOLE 0 0 158383 PIMCO ETF TR 1-5 US TIP IDX 72201R205 11900 222146 SH SOLE 0 0 222146 ISHARES MSCI EAFE ETF 464287465 11446 167410 SH SOLE 0 0 167410 ISHARES EAFE VALUE ETF 464288877 10956 187053 SH SOLE 0 0 187053 ISHARES CORE TOTUSBD ETF 464287226 9306 85064 SH SOLE 0 0 85064 ISHARES RUSSELL 2000 ETF 464287655 7961 67003 SH SOLE 0 0 67003 ISHARES RUS 2000 VAL ETF 464287630 7615 73748 SH SOLE 0 0 73748 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6178 76875 SH SOLE 0 0 76875 SPDR SERIES TRUST NUVN BR SHT MUNI 78464A425 4830 198534 SH SOLE 0 0 198534 ISHARES MBS ETF 464288588 4674 43189 SH SOLE 0 0 43189 ISHARES MSCI EMG MKT ETF 464287234 4083 94459 SH SOLE 0 0 94459 ISHARES MICRO-CAP ETF 464288869 3610 47424 SH SOLE 0 0 47424 ISHARES CALI AMT-FRE ETF 464288356 3608 31127 SH SOLE 0 0 31127 ALPS ETF TR JEFF TRJ CRB GLO 00162Q304 3336 71901 SH SOLE 0 0 71901 WISDOMTREE TR EMERG MKTS ETF 97717W315 2846 54902 SH SOLE 0 0 54902 POWERSHARES ETF TRUST II INTL CORP BOND 73936Q835 2442 79633 SH SOLE 0 0 79633 ISHARES EAFE SML CP ETF 464288273 2226 42057 SH SOLE 0 0 42057 WISDOMTREE TR INTL SMCAP DIV 97717W760 1403 21660 SH SOLE 0 0 21660 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 1160 14882 SH SOLE 0 0 14882 APPLE INC COM 037833100 750 8074 SH SOLE 0 0 8074 VANGUARD SCOTTSDALE FDS SHTRM GVT BD ETF 92206C102 639 10485 SH SOLE 0 0 10485 ISHARES MSCI UK ETF 464286699 633 30334 SH SOLE 0 0 30334 ISHARES S&P 500 VAL ETF 464287408 576 6376 SH SOLE 0 0 6376 ISHARES CORE S&P500 ETF 464287200 459 2330 SH SOLE 0 0 2330 EXXON MOBIL CORP COM 30231G102 421 4182 SH SOLE 0 0 4182 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 367 6039 SH SOLE 0 0 6039 PROCTER & GAMBLE CO COM 742718109 288 3664 SH SOLE 0 0 3664 UNITED TECHNOLOGIES CORP COM 913017109 255 2205 SH SOLE 0 0 2205 SPDR SERIES TRUST DB INT GVT ETF 78464A490 246 3961 SH SOLE 0 0 3961 SPDR S&P 500 ETF TR TR UNIT 78462F103 233 1191 SH SOLE 0 0 1191