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Home > Institutional Investor > Emerson Wealth Management, Llc > Profile

Instuitional Investor - Emerson Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Emerson Wealth Management, Llc
Portfolio Value $152,713,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 406,027 $71,652,000 46.91%
2.
Vanguard Index Fds
 109,251 $19,240,000 12.59%
3.
Ishares Trust
 IEF 122,314 $16,060,000 10.51%
4.
Vanguard Index Fds
 85,970 $14,817,000 9.7%
5.
Ishares Trust
 IEF 18,470 $7,003,000 4.58%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)