0001766671-20-000003.txt : 20200714 0001766671-20-000003.hdr.sgml : 20200714 20200714105059 ACCESSION NUMBER: 0001766671-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200714 DATE AS OF CHANGE: 20200714 EFFECTIVENESS DATE: 20200714 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: 201026567 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 06-30-2020 06-30-2020 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 07-14-2020 0 21 141469 INFORMATION TABLE 2 infotable.xml ISHARES INC CORE MSCI EMKT 46434G103 300 6302 SH SOLE 0 0 6302 ISHARES TR TIPS BD ETF 464287176 7223 83303 SH SOLE 0 0 83303 ISHARES TR CORE S&P500 ETF 464287200 2667 8613 SH SOLE 0 0 8613 ISHARES TR CORE US AGGBD ET 464287226 1945 90887 SH SOLE 0 0 90887 ISHARES TR MSCI EMG MKT ETF 464287234 510 53229 SH SOLE 0 0 53229 ISHARES TR MSCI EAFE ETF 464287465 1169 112754 SH SOLE 0 0 112754 ISHARES TR CORE S&P TTL STK 464287150 1138 16386 SH SOLE 0 0 16386 ISHARES TR COHEN STEER REIT 464287564 729 45746 SH SOLE 0 0 45746 ISHARES TR RUS 1000 ETF 464287622 61918 438531 SH SOLE 0 0 438531 ISHARES TR RUSSELL 2000 ETF 464287655 16720 143298 SH SOLE 0 0 143298 ISHARES TR CORE S&P SCP ETF 464287804 1002 14666 SH SOLE 0 0 14666 ISHARES TR NATIONAL MUN ETF 464288414 303 2626 SH SOLE 0 0 2626 ISHARES TR IBOXX HI YD ETF 464288513 369 28442 SH SOLE 0 0 28442 ISHARES TR SHORT TREAS BD 464288679 600 57162 SH SOLE 0 0 57162 ISHARES TR CORE MSCI EAFE 46432F842 228 3993 SH SOLE 0 0 3993 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 8517 218207 SH SOLE 0 0 218207 SPDR S&P 500 ETF TR TR UNIT 78462F103 4418 14326 SH SOLE 0 0 14326 SPDR SER TR PORTFLI TIPS ETF 78464A656 612 20321 SH SOLE 0 0 20321 VANGUARD INDEX FDS TOTAL STK MKT 922908769 232 1485 SH SOLE 0 0 1485 VANGUARD INDEX FDS LARGE CAP ETF 922908637 13504 94432 SH SOLE 0 0 94432 VANGUARD INDEX FDS SMALL CP ETF 922908751 17365 119166 SH SOLE 0 0 119166