Emerson Wealth Management

Emerson Wealth Management as of June 30, 2019

Portfolio Holdings for Emerson Wealth Management

Emerson Wealth Management holds 23 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 43.8 $60M 442k 134.84
iShares Russell 2000 Index (IWM) 22.2 $30M 219k 137.55
Alerian Mlp Etf 9.5 $13M 1.3M 9.85
iShares Barclays TIPS Bond Fund (TIP) 5.4 $7.3M 87k 84.09
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 4.5 $6.2M 101k 61.40
Spdr S&p 500 Etf (SPY) 3.1 $4.3M 15k 293.02
Vanguard Large-Cap ETF (VV) 2.1 $2.8M 21k 134.74
Vanguard Small-Cap ETF (VB) 2.0 $2.7M 17k 156.67
iShares Lehman Aggregate Bond (AGG) 1.2 $1.7M 83k 19.96
iShares S&P 1500 Index Fund (ITOT) 1.2 $1.6M 24k 66.65
iShares MSCI EAFE Index Fund (EFA) 1.0 $1.3M 120k 10.90
iShares Cohen & Steers Realty Maj. (ICF) 0.7 $877k 48k 18.41
Vanguard Emerging Markets ETF (VWO) 0.5 $665k 16k 42.53
iShares Lehman Short Treasury Bond (SHV) 0.5 $671k 65k 10.33
SPDR Barclays Capital TIPS (SPIP) 0.5 $620k 11k 56.55
iShares MSCI Emerging Markets Indx (EEM) 0.5 $612k 61k 10.07
iShares iBoxx $ High Yid Corp Bond (HYG) 0.4 $529k 29k 18.51
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.2 $309k 2.7k 113.15
Ishares Inc core msci emkt (IEMG) 0.2 $283k 5.5k 51.45
iShares Dow Jones US Real Estate (IYR) 0.2 $244k 2.8k 87.14
iShares S&P 500 Index (IVV) 0.2 $224k 760.00 294.74
Vanguard Total Stock Market ETF (VTI) 0.2 $220k 1.5k 150.38
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $209k 4.1k 51.10