0001766671-20-000001.txt : 20200121 0001766671-20-000001.hdr.sgml : 20200121 20200121103841 ACCESSION NUMBER: 0001766671-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200121 DATE AS OF CHANGE: 20200121 EFFECTIVENESS DATE: 20200121 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: 20535496 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 12-31-2019 12-31-2019 false Emerson Wealth Management, LLC

38710 Woodward Ave. Bloomfield Hills MI 48304

13F HOLDINGS REPORT 028-19020 N Michael Emerson 248-792-6600 /s/ Michael Emerson Bloomfield Hills MI 01-21-2020 0 24 148407 INFORMATION TABLE 2 infotable.xml ALPS ETF TR ALERIAN MLP 00162Q866 11611 1366042 SH SOLE 0 0 1366042 APPLE INC COM 037833100 276 940 SH SOLE 0 0 940 INVESCO QQQ TR UNIT SER 1 46090E103 254 1195 SH SOLE 0 0 1195 ISHARES INC CORE MSCI EMKT 46434G103 314 5846 SH SOLE 0 0 5846 ISHARES TR SHORT TREAS BD 464288679 602 57723 SH SOLE 0 0 57723 ISHARES TR IBOXX HI YD ETF 464288513 388 28346 SH SOLE 0 0 28346 ISHARES TR CORE US AGGBD ET 464287226 1786 88882 SH SOLE 0 0 88882 ISHARES TR RUSSELL 2000 ETF 464287655 34594 235245 SH SOLE 0 0 235245 ISHARES TR CORE MSCI EAFE 46432F842 6567 100663 SH SOLE 0 0 100663 ISHARES TR TIPS BD ETF 464287176 7537 89370 SH SOLE 0 0 89370 ISHARES TR CORE S&P TTL STK 464287150 1432 19694 SH SOLE 0 0 19694 ISHARES TR MSCI EMG MKT ETF 464287234 617 57434 SH SOLE 0 0 57434 ISHARES TR CORE S&P500 ETF 464287200 422 1305 SH SOLE 0 0 1305 ISHARES TR RUS 1000 ETF 464287622 66701 451625 SH SOLE 0 0 451625 ISHARES TR MSCI EAFE ETF 464287465 1363 116384 SH SOLE 0 0 116384 ISHARES TR NATIONAL MUN ETF 464288414 320 2808 SH SOLE 0 0 2808 ISHARES TR COHEN STEER REIT 464287564 938 47757 SH SOLE 0 0 47757 SPDR S&P 500 ETF TR TR UNIT 78462F103 4648 14441 SH SOLE 0 0 14441 SPDR SERIES TRUST PORTFLI TIPS ETF 78464A656 626 21928 SH SOLE 0 0 21928 VANGUARD INDEX FDS TOTAL STK MKT 922908769 261 1593 SH SOLE 0 0 1593 VANGUARD INDEX FDS SMALL CP ETF 922908751 2876 17362 SH SOLE 0 0 17362 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3345 22624 SH SOLE 0 0 22624 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 231 4304 SH SOLE 0 0 4304 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 698 15701 SH SOLE 0 0 15701