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Instuitional Investor - Emerson Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Emerson Wealth Management, Llc
Portfolio Value $112,604,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. IEF 405,063 $46,356 41.16%
2. IEF 148,941 $14,001 12.43%
Vanguard Index Fds
110,239 $12,726 11.3%
Vanguard Index Fds
75,211 $8,907 7.91%
5. IEF 86,239 $7,231 6.42%