Emerson Wealth, LLC
Q2 2022 13F Holdings
- Locationbloomfield hills, MI
- Num holdings
59
- Value ($000)
$152,713
- Date Filed08/03/2022
- Form type13F-HR
- CIK0001766671
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $71.65M | 47 % | 406,027 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $19.24M | 13 % | 109,251 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $16.06M | 11 % | 122,314 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $14.82M | 10 % | 85,970 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.00M | 5 % | 18,470 | ||
RWO SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 78463X749 | $6.65M | 4 % | 150,679 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.10M | 3 % | 10,868 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.12M | 2 % | 33,752 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $1.90M | 1 % | 122,057 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $1.27M | 1 % | 112,194 |
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