0001766671-21-000001.txt : 20210129 0001766671-21-000001.hdr.sgml : 20210129 20210129085837 ACCESSION NUMBER: 0001766671-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210129 DATE AS OF CHANGE: 20210129 EFFECTIVENESS DATE: 20210129 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: 21568338 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 12-31-2020 12-31-2020 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 01-29-2021 0 22 169223 INFORMATION TABLE 2 infotable.xml ISHARES INC CORE MSCI EMKT 46434G103 345 5554 SH SOLE 0 0 5554 ISHARES TR TIPS BD ETF 464287176 7133 72837 SH SOLE 0 0 72837 ISHARES TR CORE S&P500 ETF 464287200 3233 8613 SH SOLE 0 0 8613 ISHARES TR CORE US AGGBD ET 464287226 2360 115592 SH SOLE 0 0 115592 ISHARES TR MSCI EMG MKT ETF 464287234 640 50775 SH SOLE 0 0 50775 ISHARES TR MSCI EAFE ETF 464287465 1361 107731 SH SOLE 0 0 107731 ISHARES TR CORE S&P TTL STK 464287150 1369 15876 SH SOLE 0 0 15876 ISHARES TR COHEN STEER REIT 464287564 437 24301 SH SOLE 0 0 24301 ISHARES TR RUS 1000 ETF 464287622 74043 417413 SH SOLE 0 0 417413 ISHARES TR RUSSELL 2000 ETF 464287655 21805 138567 SH SOLE 0 0 138567 ISHARES TR CORE S&P SCP ETF 464287804 1348 14666 SH SOLE 0 0 14666 ISHARES TR NATIONAL MUN ETF 464288414 307 2620 SH SOLE 0 0 2620 ISHARES TR IBOXX HI YD ETF 464288513 356 24981 SH SOLE 0 0 24981 ISHARES TR SHORT TREAS BD 464288679 603 57534 SH SOLE 0 0 57534 ISHARES TR CORE MSCI EAFE 46432F842 276 3988 SH SOLE 0 0 3988 ISHARES TR EXPONENTIAL TECH 46434V381 386 6737 SH SOLE 0 0 6737 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 8608 193620 SH SOLE 0 0 193620 SPDR S&P 500 ETF TR TR UNIT 78462F103 4708 12591 SH SOLE 0 0 12591 SPDR SER TR PORTFLI TIPS ETF 78464A656 633 20321 SH SOLE 0 0 20321 VANGUARD INDEX FDS SMALL CP ETF 922908751 22511 115629 SH SOLE 0 0 115629 VANGUARD INDEX FDS LARGE CAP ETF 922908637 16472 93727 SH SOLE 0 0 93727 VANGUARD INDEX FDS TOTAL STK MKT 922908769 289 1485 SH SOLE 0 0 1485