Emerson Wealth, LLC

Q2 2022 13F Holdings

  • Location
    bloomfield hills, MI
  • Num holdings

    59

  • Value ($000)

    $152,713

  • Date Filed
    08/03/2022
  • Form type
    13F-HR
  • CIK
    0001766671
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$71.65M
47 %

406,027

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$19.24M
13 %

109,251

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$16.06M
11 %

122,314

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$14.82M
10 %

85,970

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$7.00M
5 %

18,470

R
RWO

SPDR INDEX SHS FDS

DJ GLB RL ES ETF
78463X749
$6.65M
4 %

150,679

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$4.10M
3 %

10,868

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$3.12M
2 %

33,752

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$1.90M
1 %

122,057

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$1.27M
1 %

112,194

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