0001766671-20-000004.txt : 20201021 0001766671-20-000004.hdr.sgml : 20201021 20201021153432 ACCESSION NUMBER: 0001766671-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201021 DATE AS OF CHANGE: 20201021 EFFECTIVENESS DATE: 20201021 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: 201250508 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 09-30-2020 09-30-2020 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 10-20-2020 0 22 148284 INFORMATION TABLE 2 infotable.xml ISHARES INC CORE MSCI EMKT 46434G103 293 5546 SH SOLE 0 0 5546 ISHARES TR TIPS BD ETF 464287176 7277 83123 SH SOLE 0 0 83123 ISHARES TR CORE S&P500 ETF 464287200 2894 8613 SH SOLE 0 0 8613 ISHARES TR CORE US AGGBD ET 464287226 1946 91304 SH SOLE 0 0 91304 ISHARES TR MSCI EMG MKT ETF 464287234 557 52485 SH SOLE 0 0 52485 ISHARES TR MSCI EAFE ETF 464287465 1170 107019 SH SOLE 0 0 107019 ISHARES TR CORE S&P TTL STK 464287150 1198 15876 SH SOLE 0 0 15876 ISHARES TR COHEN STEER REIT 464287564 688 42626 SH SOLE 0 0 42626 ISHARES TR RUS 1000 ETF 464287622 66962 431953 SH SOLE 0 0 431953 ISHARES TR RUSSELL 2000 ETF 464287655 17028 138919 SH SOLE 0 0 138919 ISHARES TR CORE S&P SCP ETF 464287804 1030 14666 SH SOLE 0 0 14666 ISHARES TR NATIONAL MUN ETF 464288414 303 2616 SH SOLE 0 0 2616 ISHARES TR IBOXX HI YD ETF 464288513 387 28680 SH SOLE 0 0 28680 ISHARES TR SHORT TREAS BD 464288679 613 58462 SH SOLE 0 0 58462 ISHARES TR CORE MSCI EAFE 46432F842 239 3960 SH SOLE 0 0 3960 ISHARES TR EXPONENTIAL TECH 46434V381 220 4536 SH SOLE 0 0 4536 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 7660 193935 SH SOLE 0 0 193935 SPDR S&P 500 ETF TR TR UNIT 78462F103 4217 12591 SH SOLE 0 0 12591 SPDR SER TR PORTFLI TIPS ETF 78464A656 627 20321 SH SOLE 0 0 20321 VANGUARD INDEX FDS SMALL CP ETF 922908751 17934 116603 SH SOLE 0 0 116603 VANGUARD INDEX FDS LARGE CAP ETF 922908637 14788 94527 SH SOLE 0 0 94527 VANGUARD INDEX FDS TOTAL STK MKT 922908769 253 1485 SH SOLE 0 0 1485