Emerson Wealth Management

Emerson Wealth Management as of March 31, 2020

Portfolio Holdings for Emerson Wealth Management

Emerson Wealth Management holds 22 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 41.2 $46M 405k 114.44
iShares Russell 2000 Index (IWM) 12.4 $14M 149k 94.00
Vanguard Small-Cap ETF (VB) 11.3 $13M 110k 115.44
Vanguard Large-Cap ETF (VV) 7.9 $8.9M 75k 118.43
iShares Barclays TIPS Bond Fund (TIP) 6.4 $7.2M 86k 83.85
SPDR Dow Jones Global Real Estate (RWO) 6.0 $6.8M 189k 36.00
Spdr S&p 500 Etf (SPY) 3.3 $3.7M 14k 257.78
iShares S&P 500 Index (IVV) 2.1 $2.4M 9.2k 258.36
iShares Lehman Aggregate Bond (AGG) 1.7 $1.9M 90k 20.90
Alerian Mlp Etf 1.6 $1.8M 521k 3.44
iShares MSCI EAFE Index Fund (EFA) 0.9 $1.0M 116k 8.96
iShares S&P SmallCap 600 Index (IJR) 0.9 $1.0M 18k 56.10
iShares S&P 1500 Index Fund (ITOT) 0.8 $940k 16k 57.23
iShares Cohen & Steers Realty Maj. (ICF) 0.6 $684k 48k 14.25
SPDR Barclays Capital TIPS (SPIP) 0.5 $604k 21k 29.06
iShares Lehman Short Treasury Bond (SHV) 0.5 $597k 57k 10.50
iShares MSCI Emerging Markets Indx (EEM) 0.4 $467k 58k 8.07
Vanguard Emerging Markets ETF (VWO) 0.4 $452k 14k 33.59
iShares iBoxx $ High Yid Corp Bond (HYG) 0.3 $345k 29k 12.12
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.2 $280k 2.5k 113.13
Ishares Inc core msci emkt (IEMG) 0.2 $212k 5.2k 40.56
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $208k 4.2k 49.87