Edelman Financial Services, LLC Buys Global X Robotics & Artificial Intelligence ETF

Nov 10, 2018

Fairfax, VA, based Investment company Edelman Financial Services, LLC buys Global X Robotics & Artificial Intelligence ETF during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Edelman Financial Services, LLC. As of 2018-09-30, Edelman Financial Services, LLC owns 17 stocks with a total value of $8.4 billion. These are the details of the buys and sells.

New Purchases: BOTZ,
Added Positions: IWD, LQD, IEI, EFA, IJJ, IJK, IWO,
Reduced Positions: VUG, VNQ, VTI, HACK, MUB,

For the details of Edelman Financial Services, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Edelman+Financial+Services%2C+LLC

These are the top 5 holdings of Edelman Financial Services, LLC

Vanguard Growth (VUG) - 17,830,791 shares, 34.36% of the total portfolio. Shares reduced by 2.05%
iShares Russell 1000 Value (IWD) - 17,839,471 shares, 27.03% of the total portfolio. Shares added by 1.23%
iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 8,739,941 shares, 12.02% of the total portfolio. Shares added by 2.43%
iShares Core S&P Mid-Cap (IJH) - 4,140,831 shares, 9.98% of the total portfolio. Shares added by 0.09%
Vanguard Real Estate (VNQ) - 5,359,820 shares, 5.18% of the total portfolio. Shares reduced by 1.44%

New Purchase: Global X Robotics & Artificial Intelligence ETF (BOTZ)

Edelman Financial Services, LLC initiated holding in Global X Robotics & Artificial Intelligence ETF. The purchase prices were between $21.55 and $23.08, with an estimated average price of $22.34. The stock is now traded at around $19.95. The impact to a portfolio due to this purchase was 0.04%. The holding were 150,601 shares as of 2018-09-30.

Here is the complete portfolio of Edelman Financial Services, LLC. Also check out:

1. Edelman Financial Services, LLC's Undervalued Stocks
2. Edelman Financial Services, LLC's Top Growth Companies, and
3. Edelman Financial Services, LLC's High Yield stocks
4. Stocks that Edelman Financial Services, LLC keeps buying

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