EDELMAN FINANCIAL GROUP INC. 13F Holdings

CIK 02813429 · HOUSTON, TX

As of Dec 31, 2015, EDELMAN FINANCIAL GROUP INC. reported 1,370 positions worth $630.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
EXXON MOBIL CORPXOMEnergy2,392,046 86.5K29.57%
MAIN STREET CAPITAL CORPMAINFinancial Services2,477,811$72.1K11.43%
SS CONSUMER STAPLES SEL SECTXLP—325,152 6.4K2.60%
ISHARES CORE US AGGREGATE BOND ETFAGG—139,840 5.1K2.40%
ISHARES 7-10 YEAR TREASURY BOND ETFIEF—142,638 5.1K2.39%
VANGUARD INTERMEDIATE-TERM BBIV—180,914 5.0K2.38%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—346,492 4.8K2.35%
APPLE INCAAPLTechnology140,546 4.8K2.35%
THE HEALTH CARE SELECT SECTOR SPDR FUNDXLVEquity199,624 4.4K2.28%
STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETFXLY—182,180 4.2K2.26%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—158,730 2.6K2.00%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy488,582 2.5K1.98%
VANGUARD REAL ESTATE INDEX FUNDVNQ—152,588 2.2K1.93%
JOINT CORPJYNTHealthcare1,853,228 1.1K1.75%
TELIGENT INC NEWTLGTHealthcare1,136,424 0.1K1.60%
PowerShares QQQ Trust Unit Ser——82,016$9.2K1.46%
LINCOLN ELECTRIC HOLDINGS INCLECOIndustrials157,600$8.2K1.30%
CONOCOPHILLIPSCOPEnergy160,038$7.5K1.18%
MEMORIAL PRODUCTION PARTNERSMEMPQEnergy2,250,883$5.9K0.94%
AT&T INCTCommunication Services146,946$5.1K0.80%
CHEVRON CORPCHVEnergy55,542$5.0K0.79%
BANK OF AMERICA CORPBACFinancial Services279,489$4.7K0.75%
AERCAP HOLDINGS NVAERIndustrials99,300$4.3K0.68%
JPMORGAN CHASE & COJPMFinancial Services63,896$4.2K0.67%
SIMON PROPERTY GROUP INCSPGReal Estate20,248$3.9K0.62%