$258 Million is the total value of Emery Howard Portfolio Management, Inc.'s 30 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETFetf | $98,898,000 | – | 616,495 | +100.0% | 38.27% | – |
| VEA | New | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $45,816,000 | – | 1,286,974 | +100.0% | 17.73% | – |
| VO | New | VANGUARD MID CAPetf | $24,067,000 | – | 252,960 | +100.0% | 9.31% | – |
| IWM | New | ISHARES RUSSELL 2000 ETFetf | $15,514,000 | – | 159,943 | +100.0% | 6.00% | – |
| VWO | New | VANGUARD FTSE EMERGING MARKETS ETFetf | $15,352,000 | – | 395,715 | +100.0% | 5.94% | – |
| VNQ | New | VANGUARD REIT INDEXetf | $14,457,000 | – | 210,369 | +100.0% | 5.60% | – |
| IVV | New | ISHARES S&P 500 INDEX ETFetf | $9,728,000 | – | 60,466 | +100.0% | 3.76% | – |
| IWB | New | ISHARES TR RUSSELL 1000 INDEX ETFetf | $7,694,000 | – | 85,552 | +100.0% | 2.98% | – |
| EFA | New | ISHARES MSCI EAFE ETFetf | $5,657,000 | – | 98,729 | +100.0% | 2.19% | – |
| IFGL | New | ISHARES TR FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-USetf | $3,840,000 | – | 122,533 | +100.0% | 1.49% | – |
| VIG | New | VANGUARD DIVIDEND APPRECIATION ETFetf | $2,026,000 | – | 30,602 | +100.0% | 0.78% | – |
| QQQ | New | POWERSHARES QQQ TRetf | $1,970,000 | – | 27,635 | +100.0% | 0.76% | – |
| SCHF | New | SCHWAB STRATEGIC TR INTL EQTY ETFetf | $1,679,000 | – | 61,642 | +100.0% | 0.65% | – |
| JJATF | New | IPATH DJ-UBS AGRICULTURE TR SUB-IDX ETNetf | $1,457,000 | – | 28,746 | +100.0% | 0.56% | – |
| GLD | New | SPDR GOLD ETFetf | $1,381,000 | – | 11,595 | +100.0% | 0.53% | – |
| VB | New | VANGUARD SMALL CAP ETFetf | $1,188,000 | – | 12,677 | +100.0% | 0.46% | – |
| DIA | New | SPDR DOW JONES INDUSTRIAL ETFetf | $1,169,000 | – | 7,869 | +100.0% | 0.45% | – |
| GWX | New | SPDR INDEX SHS FDS S&P INTL SMALL CAP ETFetf | $963,000 | – | 33,381 | +100.0% | 0.37% | – |
| SCHM | New | SCHWAB US MID-CAP ETFetf | $875,000 | – | 27,367 | +100.0% | 0.34% | – |
| EEM | New | ISHARES MSCI EMERGING MARKETS ETFetf | $777,000 | – | 20,177 | +100.0% | 0.30% | – |
| RWX | New | SPDR DJ WILSHIRE INTL REAL ESTetf | $704,000 | – | 17,644 | +100.0% | 0.27% | – |
| RWR | New | SPDR DJ WILSHIRE REIT (ETF)etf | $632,000 | – | 8,318 | +100.0% | 0.24% | – |
| DJP | New | IPATH DJ-UBS COMMODITY TOTAL RETURN ETNetf | $525,000 | – | 14,379 | +100.0% | 0.20% | – |
| DVY | New | ISHARES DJ SELECT DIVIDEND ETFetf | $390,000 | – | 6,090 | +100.0% | 0.15% | – |
| SCHA | New | SCHWAB ETFS- US SMALL-CAP ETFetf | $368,000 | – | 8,354 | +100.0% | 0.14% | – |
| EWJ | New | ISHARES MSCI JAPAN ETFetf | $287,000 | – | 25,540 | +100.0% | 0.11% | – |
| VTI | New | VANGUARD TOTAL STK MKTetf | $270,000 | – | 3,267 | +100.0% | 0.10% | – |
| VYM | New | VANGUARD HIGH DIVIDEND YIELDetf | $262,000 | – | 4,640 | +100.0% | 0.10% | – |
| EWH | New | ISHARES INC MSCI HONG KONG INDEX FDetf | $246,000 | – | 13,440 | +100.0% | 0.10% | – |
| GXC | New | SPDR INDEX SHS FDS S&P CHINA ETFetf | $215,000 | – | 3,355 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 TRUST | 35 | Q4 2021 | 38.3% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 35 | Q4 2021 | 18.8% |
| VANGUARD MID-CAP INDEX FUND | 35 | Q4 2021 | 9.3% |
| ISHARES S&P 500 INDEX ETF | 35 | Q4 2021 | 8.0% |
| SCHWAB STRATEGIC TR INTL EQTY ETF | 35 | Q4 2021 | 9.3% |
| VANGUARD REIT INDEX ETF | 35 | Q4 2021 | 6.4% |
| ISHARES RUSSELL 2000 ETF | 35 | Q4 2021 | 6.1% |
| VANGUARD FTSE EMERGING MARKETS ETF | 35 | Q4 2021 | 6.1% |
| SCHWAB US MID-CAP ETF | 35 | Q4 2021 | 3.6% |
| ISHARES TR RUSSELL 1000 INDEX ETF | 35 | Q4 2021 | 3.0% |
View Emery Howard Portfolio Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-01-06 |
| 13F-HR | 2021-11-02 |
| 13F-HR | 2021-07-30 |
| 13F-HR | 2021-05-05 |
| 13F-HR | 2021-02-03 |
| 13F-HR | 2020-11-03 |
| 13F-HR | 2020-08-05 |
| 13F-HR | 2020-05-06 |
| 13F-HR | 2020-02-04 |
| 13F-HR | 2019-11-05 |
View Emery Howard Portfolio Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.