Emerson Wealth Management

Emerson Wealth Management as of June 30, 2020

Portfolio Holdings for Emerson Wealth Management

Emerson Wealth Management holds 21 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 43.8 $62M 439k 141.19
Vanguard Index Fds Small Cp Etf (VB) 12.3 $17M 119k 145.72
Ishares Tr Russell 2000 Etf (IWM) 11.8 $17M 143k 116.68
Vanguard Index Fds Large Cap Etf (VV) 9.5 $14M 94k 143.00
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 6.0 $8.5M 218k 39.03
Ishares Tr Tips Bd Etf (TIP) 5.1 $7.2M 83k 86.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $4.4M 14k 308.39
Ishares Tr Core S&p500 Etf (IVV) 1.9 $2.7M 8.6k 309.65
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $1.9M 91k 21.40
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.2M 113k 10.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.1M 16k 69.45
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.0M 15k 68.32
Ishares Tr Cohen Steer Reit (ICF) 0.5 $729k 46k 15.94
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.4 $612k 20k 30.12
Ishares Tr Short Treas Bd (SHV) 0.4 $600k 57k 10.50
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $510k 53k 9.58
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $369k 28k 12.97
Ishares Tr National Mun Etf (MUB) 0.2 $303k 2.6k 115.38
Ishares Core Msci Emkt (IEMG) 0.2 $300k 6.3k 47.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $232k 1.5k 156.23
Ishares Tr Core Msci Eafe (IEFA) 0.2 $228k 4.0k 57.10