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 false 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