Emerson Wealth Management

Emerson Wealth Management as of Sept. 30, 2020

Portfolio Holdings for Emerson Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 45.2 $67M 432k 155.02
Vanguard Index Fds Small Cp Etf (VB) 12.1 $18M 117k 153.80
Ishares Tr Russell 2000 Etf (IWM) 11.5 $17M 139k 122.58
Vanguard Index Fds Large Cap Etf (VV) 10.0 $15M 95k 156.44
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 5.2 $7.7M 194k 39.50
Ishares Tr Tips Bd Etf (TIP) 4.9 $7.3M 83k 87.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $4.2M 13k 334.92
Ishares Tr Core S&p500 Etf (IVV) 2.0 $2.9M 8.6k 336.00
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $1.9M 91k 21.31
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.2M 16k 75.46
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.2M 107k 10.93
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.0M 15k 70.23
Ishares Tr Cohen Steer Reit (ICF) 0.5 $688k 43k 16.14
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.4 $627k 20k 30.85
Ishares Tr Short Treas Bd (SHV) 0.4 $613k 59k 10.49
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $557k 53k 10.61
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $387k 29k 13.49
Ishares Tr National Mun Etf (MUB) 0.2 $303k 2.6k 115.83
Ishares Core Msci Emkt (IEMG) 0.2 $293k 5.5k 52.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $253k 1.5k 170.37
Ishares Tr Core Msci Eafe (IEFA) 0.2 $239k 4.0k 60.35
Ishares Tr Exponential Tech (XT) 0.1 $220k 4.5k 48.50