0001144204-19-004875.txt : 20190205
0001144204-19-004875.hdr.sgml : 20190205
20190204174217
ACCESSION NUMBER: 0001144204-19-004875
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190205
DATE AS OF CHANGE: 20190204
EFFECTIVENESS DATE: 20190205
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Emerson Wealth Management, LLC
CENTRAL INDEX KEY: 0001766671
IRS NUMBER: 260970389
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19020
FILM NUMBER: 19565064
BUSINESS ADDRESS:
STREET 1: 38710 WOODWARD AVE.
CITY: BLOOMFIELD HILLS
STATE: MI
ZIP: 48304
BUSINESS PHONE: 248 792-6600
MAIL ADDRESS:
STREET 1: 38710 WOODWARD AVE.
CITY: BLOOMFIELD HILLS
STATE: MI
ZIP: 48304
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
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0001766671
XXXXXXXX
12-31-2018
12-31-2018
false
Emerson Wealth Management, LLC
38710 Woodward Ave.
Bloomfield Hills
MI
48304
13F HOLDINGS REPORT
028-19020
N
Michael Emerson
CCO
248-792-6600
/s/ Michael Emerson
Bloomfield Hills
MI
02-04-2019
0
27
103697
INFORMATION TABLE
2
infotable.xml
ALPS ETF TR
ALERIAN MLP
00162Q866
10554
1208938
SH
SOLE
0
0
1208938
AMERICAN AXLE &MFG HLDGS IN
COM
024061103
222
20000
SH
SOLE
0
0
20000
APPLE INC
COM
037833100
221
1400
SH
SOLE
0
0
1400
BEMIS INC
COM
081437105
677
14740
SH
SOLE
0
0
14740
CMS ENERGY CORP
COM
125896100
314
6331
SH
SOLE
0
0
6331
DIVERSIFIED RSTRNT HLDGS INC
COM
25532M105
30
9914557
SH
SOLE
0
0
9914557
FORD MTR CO DEL
COM PAR $0.01
345370860
2946
385133
SH
SOLE
0
0
385133
ISHARES INC
CORE MSCI EMKT
46434G103
248
5255
SH
SOLE
0
0
5255
ISHARES TR
RUS 1000 ETF
464287622
41007
295672
SH
SOLE
0
0
295672
ISHARES TR
RUSSELL 2000 ETF
464287655
17510
130770
SH
SOLE
0
0
130770
ISHARES TR
TIPS BD ETF
464287176
9264
84594
SH
SOLE
0
0
84594
ISHARES TR
CORE MSCI EAFE
46432F842
6263
113870
SH
SOLE
0
0
113870
ISHARES TR
CORE S&P TTL STK
464287150
1266
22313
SH
SOLE
0
0
22313
ISHARES TR
CORE US AGGBD ET
464287226
552
5185
SH
SOLE
0
0
5185
ISHARES TR
IBOXX HI YD ETF
464288513
410
5056
SH
SOLE
0
0
5056
ISHARES TR
NATIONAL MUN ETF
464288414
338
3096
SH
SOLE
0
0
3096
ISHARES TR
U.S. REAL ES ETF
464287739
251
3353
SH
SOLE
0
0
3353
JOHNSON CTLS INTL PLC
SHS
G51502105
380
12818
SH
SOLE
0
0
12818
LOCKHEED MARTIN CORP
COM
539830109
1520
5804
SH
SOLE
0
0
5804
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3644
14579
SH
SOLE
0
0
14579
SPDR SERIES TRUST
BLOMBRG BRC TIPS
78464A656
803
14903
SH
SOLE
0
0
14903
STARBUCKS CORP
COM
855244109
241
3736
SH
SOLE
0
0
3736
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
1119
9739
SH
SOLE
0
0
9739
VANGUARD INDEX FDS
SMALL CP ETF
922908751
994
7528
SH
SOLE
0
0
7528
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
204
1595
SH
SOLE
0
0
1595
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
582
15285
SH
SOLE
0
0
15285
WHIRLPOOL CORP
COM
963320106
2137
20000
SH
SOLE
0
0
20000