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Emerson Wealth Management, LLC

Q2 2020 Holdings

Filed 2020-07-14 | 21 holdings | $141.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IWB)RUS 1000 ETF464287622$61.9K438,53143.8%
Vanguard Index FDS(VB)SMALL CP ETF922908751$17.4K119,16612.3%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$16.7K143,29811.8%
Vanguard Index FDS(VV)LARGE CAP ETF922908637$13.5K94,4329.5%
Spdr Index SHS FDS(RWO)DJ GLB RL ES ETF78463X749$8.5K218,2076.0%
Ishares TR(TIP)TIPS BD ETF464287176$7.2K83,3035.1%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$4.4K14,3263.1%
Ishares TR(IVV)CORE S&P500 ETF464287200$2.7K8,6131.9%
Ishares TR(AGG)CORE US AGGBD ET464287226$1.9K90,8871.4%
Ishares TR(EFA)MSCI EAFE ETF464287465$1.2K112,7540.8%
Ishares TR(ITOT)CORE S&P TTL STK464287150$1.1K16,3860.8%
Ishares TR(IJR)CORE S&P SCP ETF464287804$1.0K14,6660.7%
Ishares TR(ICF)COHEN STEER REIT464287564$72945,7460.5%
Spdr SER TR(SPIP)PORTFLI TIPS ETF78464A656$61220,3210.4%
Ishares TR(SHV)SHORT TREAS BD464288679$60057,1620.4%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$51053,2290.4%
Ishares TR(HYG)IBOXX HI YD ETF464288513$36928,4420.3%
Ishares TR(MUB)NATIONAL MUN ETF464288414$3032,6260.2%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$3006,3020.2%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$2321,4850.2%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$2283,9930.2%