$136 Million is the total value of Emerson Wealth, LLC's 23 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPIP | SPDR SERIES TRUSTblombrg brc tips | $620,000 | +1.6% | 10,964 | 0.0% | 0.46% | -2.1% | |
IVV | ISHARES TRcore s&p500 etf | $224,000 | +3.7% | 760 | 0.0% | 0.16% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-09-27
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 15 | Q2 2022 | 49.8% |
ISHARES TR | 15 | Q2 2022 | 23.3% |
VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR | 15 | Q2 2022 | 14.2% |
VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR | 15 | Q2 2022 | 10.1% |
ISHARES TR | 15 | Q2 2022 | 8.9% |
SPDR S&P500 ETF TRUST S&P 500 ETF USD DIS | 15 | Q2 2022 | 3.5% |
ISHARES TRUST CORE MSCI EAFE ETF | 15 | Q2 2022 | 6.0% |
ISHARES TR | 15 | Q2 2022 | 1.7% |
ISHARES TR | 15 | Q2 2022 | 1.2% |
ISHARES TR IBOXX HI YD ETF | 15 | Q2 2022 | 0.4% |
View Emerson Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-08-03 |
13F-HR | 2022-04-25 |
13F-HR | 2022-02-09 |
13F-HR/A | 2021-11-10 |
13F-HR | 2021-10-20 |
13F-HR | 2021-08-04 |
13F-HR | 2021-04-22 |
13F-HR | 2021-01-29 |
13F-HR | 2020-10-21 |
13F-HR | 2020-07-14 |
View Emerson Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.