0001766671-20-000002.txt : 20200420 0001766671-20-000002.hdr.sgml : 20200420 20200420132305 ACCESSION NUMBER: 0001766671-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200420 DATE AS OF CHANGE: 20200420 EFFECTIVENESS DATE: 20200420 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: 20802123 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 03-31-2020 03-31-2020 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 04-20-2020 0 22 112604 INFORMATION TABLE 2 infotable.xml ALPS ETF TR ALERIAN MLP 00162Q866 1790 520451 SH SOLE 0 0 520451 ISHARES INC CORE MSCI EMKT 46434G103 212 5227 SH SOLE 0 0 5227 ISHARES TR TIPS BD ETF 464287176 7231 86239 SH SOLE 0 0 86239 ISHARES TR CORE S&P500 ETF 464287200 2364 9150 SH SOLE 0 0 9150 ISHARES TR CORE US AGGBD ET 464287226 1874 89644 SH SOLE 0 0 89644 ISHARES TR MSCI EMG MKT ETF 464287234 467 57850 SH SOLE 0 0 57850 ISHARES TR MSCI EAFE ETF 464287465 1041 116169 SH SOLE 0 0 116169 ISHARES TR CORE S&P TTL STK 464287150 940 16425 SH SOLE 0 0 16425 ISHARES TR COHEN STEER REIT 464287564 684 47992 SH SOLE 0 0 47992 ISHARES TR RUS 1000 ETF 464287622 46356 405063 SH SOLE 0 0 405063 ISHARES TR RUSSELL 2000 ETF 464287655 14001 148941 SH SOLE 0 0 148941 ISHARES TR CORE S&P SCP ETF 464287804 1018 18146 SH SOLE 0 0 18146 ISHARES TR NATIONAL MUN ETF 464288414 280 2475 SH SOLE 0 0 2475 ISHARES TR IBOXX HI YD ETF 464288513 345 28473 SH SOLE 0 0 28473 ISHARES TR SHORT TREAS BD 464288679 597 56839 SH SOLE 0 0 56839 ISHARES TR CORE MSCI EAFE 46432F842 208 4171 SH SOLE 0 0 4171 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 6814 189281 SH SOLE 0 0 189281 SPDR S&P 500 ETF TR TR UNIT 78462F103 3693 14326 SH SOLE 0 0 14326 SPDR SER TR PORTFLI TIPS ETF 78464A656 604 20782 SH SOLE 0 0 20782 VANGUARD INDEX FDS LARGE CAP ETF 922908637 8907 75211 SH SOLE 0 0 75211 VANGUARD INDEX FDS SMALL CP ETF 922908751 12726 110239 SH SOLE 0 0 110239 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 452 13458 SH SOLE 0 0 13458