$136 Million is the total value of Emerson Wealth, LLC's 22 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRtr unit | $4,314,000 | +1.3% | 14,535 | 0.0% | 3.18% | +1.5% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $2,832,000 | +1.2% | 20,774 | 0.0% | 2.09% | +1.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-15
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.