EMERSON INVESTMENT MANAGEMENT, LLC

Q1 2016 13F Holdings

  • Location
    boston, MA
  • Num holdings

    133

  • Value ($000)

    $527,771

  • Date Filed
    05/09/2016
  • Form type
    13F-HR
  • CIK
    0000774602
  • 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 Q1 2016 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HEDJ

WISDOMTREE TR

EUROPE HEDGED EQ
97717X701
$21.96M
4 %

422,898

D
DXJ

WISDOMTREE TR

JAPN HEDGE EQT
97717W851
$18.59M
4 %

425,200

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$13.48M
3 %

389,862

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$13.29M
3 %

232,576

A
AAPL

APPLE INC

COM
037833100
$12.90M
2 %

118,349

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$11.80M
2 %

106,643

G
GE

GENERAL ELECTRIC CO

COM
369604103
$11.49M
2 %

361,539

V
VNQ

VANGUARD INDEX FDS

REIT ETF
922908553
$11.23M
2 %

134,061

H
HD

HOME DEPOT INC

COM
437076102
$11.14M
2 %

83,517

M
MSFT

MICROSOFT CORP

COM
594918104
$10.74M
2 %

194,552

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