Emerson Wealth Management

Emerson Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Emerson Wealth Management

Emerson Wealth Management holds 22 positions in its portfolio as reported in the December 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 $74M 417k 177.39
Vanguard Index Fds Small Cp Etf (VB) 13.3 $23M 116k 194.68
Ishares Tr Russell 2000 Etf (IWM) 12.9 $22M 139k 157.36
Vanguard Index Fds Large Cap Etf (VV) 9.7 $17M 94k 175.74
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 5.1 $8.6M 194k 44.46
Ishares Tr Tips Bd Etf (TIP) 4.2 $7.1M 73k 97.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $4.7M 13k 373.92
Ishares Tr Core S&p500 Etf (IVV) 1.9 $3.2M 8.6k 375.36
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $2.4M 116k 20.42
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.4M 16k 86.23
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.4M 108k 12.63
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.3M 15k 91.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $640k 51k 12.60
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.4 $633k 20k 31.15
Ishares Tr Short Treas Bd (SHV) 0.4 $603k 58k 10.48
Ishares Tr Cohen Steer Reit (ICF) 0.3 $437k 24k 17.98
Ishares Tr Exponential Tech (XT) 0.2 $386k 6.7k 57.30
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $356k 25k 14.25
Ishares Core Msci Emkt (IEMG) 0.2 $345k 5.6k 62.12
Ishares Tr National Mun Etf (MUB) 0.2 $307k 2.6k 117.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $289k 1.5k 194.61
Ishares Tr Core Msci Eafe (IEFA) 0.2 $276k 4.0k 69.21