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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Emerson Wealth Management, LLC INSTITUTION : Emerson Wealth Management, LLC
Emerson Wealth Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-10-15) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (RUS 1000 ETF) IWB 60,876,000 447,432 44.91%
ISHARES TR    (RUSSELL 2000 ETF) IWM 30,408,000 227,026 22.43%
ALPS ETF TR    (ALERIAN MLP) AMLP 11,329,000 1,239,540 8.35%
ISHARES TR    (TIPS BD ETF) TIP 7,411,000 87,519 5.46%
ISHARES TR    (CORE MSCI EAFE) IEFA 6,151,000 100,716 4.53%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 4,314,000 14,535 3.18%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 2,832,000 20,774 2.08%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 2,660,000 17,282 1.96%
ISHARES TR    (CORE US AGGBD ET) AGG 1,736,000 85,904 1.28%
ISHARES TR    (CORE S&P TTL STK) ISI 1,541,000 22,973 1.13%
ISHARES TR    (MSCI EAFE ETF) EFA 1,242,000 114,693 0.91%
ISHARES TR    (COHEN STEER REIT) ICF 917,000 46,333 0.67%
ISHARES TR    (SHORT TREAS BD) SHV 631,000 60,702 0.46%
SPDR SERIES TRUST    (PORTFLI TIPS ETF) IPE 625,000 21,928 0.46%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 613,000 15,215 0.45%
ISHARES TR    (MSCI EMG MKT ETF) EEM 525,000 54,763 0.38%
ISHARES TR    (IBOXX HI YD ETF) HYG 353,000 26,368 0.26%
ISHARES TR    (CORE S&P500 ETF) IVV 340,000 1,138 0.25%
ISHARES TR    (NATIONAL MUN ETF) MUB 322,000 2,819 0.23%
ISHARES INC    (CORE MSCI EMKT) IEMG 273,000 5,570 0.20%


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MAJOR GURUS:
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