Emerson Wealth Management, LLC 13F Holdings
CIK 02819020 · Bloomfield Hills, MI
As of Jun 30, 2022, Emerson Wealth Management, LLC reported 59 positions worth
CIK 02819020 · Bloomfield Hills, MI
As of Jun 30, 2022, Emerson Wealth Management, LLC reported 59 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF | IWB | — | 406,027 | $71.7K | 46.92% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 109,251 | 9.2K | 12.60% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 122,314 | 6.1K | 10.52% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 85,970 | 4.8K | 9.70% |
| ISHARES CORE S&P 500 ETF | IVV | — | 18,470 | $7.0K | 4.59% |
| SPDR(R) DOW JONES GLOBAL REAL ESTATE ETF | RWO | — | 150,679 | $6.7K | 4.36% |
| SPDR S&P 500 ETF TRUST | SPY | — | 10,868 | $4.1K | 2.68% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 33,752 | $3.1K | 2.04% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 122,057 | .9K | 1.24% |
| ISHARES MSCI EAFE ETF | EFA | — | 112,194 | .3K | 0.83% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 14,202 | .2K | 0.78% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 54,963 | $568.0 | 0.37% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 47,643 | $495.0 | 0.32% |
| ISHARES SELECT US REIT ETF | ICF | — | 22,175 | $453.0 | 0.30% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 3,826 | $407.0 | 0.27% |
| ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | XT | — | 7,714 | $370.0 | 0.24% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 28,870 | $367.0 | 0.24% |
| ISHARES TIPS BOND ETF | TIP | — | 20,011 | $306.0 | 0.20% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 3,992 | $267.0 | 0.17% |
| HOME DEPOT INC | HD | Consumer Cyclical | 933 | $256.0 | 0.17% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 1,774 | $238.0 | 0.16% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 1,212 | $229.0 | 0.15% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 3,126 | 53.0 | 0.10% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 2,143 | 26.0 | 0.08% |
| CVS HEALTH CORP | CVS | Healthcare | 1,291 | 20.0 | 0.08% |