EW
| |
Emerson Wealth, LLC13F | |
| Emerson Wealth, LLC | |
| Last update 2022-08-03 | 59 Stocks (4 new) |
| Value $153.00 Mil | Turnover 2 % |
Emerson Wealth, LLC Top Holdings of 2022-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWB | iShares Russell 1000 ETF | 406,027 | 71,652.0 | -0.76% | 46.920 | -0.37% | 0.330 | +19.79% | +7.71% | 41,628.5 | ||
VB | Vanguard Small Cap ETF | 109,251 | 19,240.0 | +1.12% | 12.600 | +0.14% | 0.050 | +17.90% | +1.99% | 61,352.9 | ||
IWM | iShares Russell 2000 ETF | 122,314 | 16,060.0 | -1.13% | 10.520 | -0.12% | 0.040 | +19.55% | +1.12% | 66,553.7 | ||
VV | Vanguard Large Cap ETF | 85,970 | 14,817.0 | +1.22% | 9.700 | +0.12% | 0.060 | +19.83% | +8.10% | 40,679.5 | ||
IVV | iShares Core S&P 500 ETF | 18,470 | 7,003.0 | +25.66% | 4.590 | +0.94% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
RWO |
SPDR Dow Jones Global Real Estate ETF
SPDR Dow Jones Global Real Estate ETF
| 150,679 | 6,651.0 | +1.68% | 4.360 | +0.07% | 0.540 | +3.66% | +4.36% | 1,113.5 | ||
SPY | S&P 500 ETF TRUST ETF | 10,868 | 4,100.0 | -0.43% | 2.680 | -0.01% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 33,752 | 3,119.0 | +37.92% | 2.040 | +0.56% | 0.010 | +16.59% | -2.25% | 81,337.5 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 122,057 | 1,896.0 | +1.44% | 1.240 | +0.02% | 0.020 | +1.23% | +3.24% | 127,979.5 | ||
EFA | iShares MSCI EAFE ETF | 112,194 | 1,268.0 | +1.35% | 0.830 | +0.01% | 0.020 | +10.84% | +18.89% | 63,725.9 |
Emerson Wealth, LLC's Historical Top Holdings Breakdowns
Emerson Wealth, LLC Total Holding History ($B)
Emerson Wealth, LLC's Asset Allocation
Emerson Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Emerson Wealth, LLC's Hypothetical Growth since 2022-06-30
Emerson Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Emerson Wealth, LLC's Holdings Heat Map
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Emerson Wealth, LLC's Holdings Bubble Chart
Emerson Wealth, LLC News
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