EMERSON INVESTMENT MANAGEMENT, LLC - Q1 2024 holdings

 Value Shares↓ Weighting
No holdings reported for quarter Q1 2024
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INTL EQUITY INDEX F12Q1 20164.9%
WISDOMTREE TRUST12Q1 20164.5%
ISHARES TR12Q1 20163.3%
ISHARES TR12Q1 20164.1%
VANGUARD INDEX FDS12Q1 20163.5%
UNITEDHEALTH GROUP INC12Q1 20162.6%
ISHARES INC12Q1 20162.5%
SPDR INDEX SHS FDS12Q1 20161.9%
APPLE INC12Q1 20162.4%
ISHARES TR12Q1 20161.9%

View EMERSON INVESTMENT MANAGEMENT, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2016-05-09
13F-HR2016-02-08
13F-HR2015-11-09
13F-HR2015-08-12
13F-HR2015-05-14
13F-HR2015-02-11
13F-HR2014-11-14
13F-HR2014-08-12
13F-HR2014-05-12
13F-HR2014-02-07

View EMERSON INVESTMENT MANAGEMENT, LLC's complete filings history.

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