Emery Howard Portfolio Management, Inc. - Q4 2013 holdings

$300 Million is the total value of Emery Howard Portfolio Management, Inc.'s 29 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 11.8% .

 Value Shares↓ Weighting
VWO BuyVANGUARD FTSE EMERGING MARKETS ETFetf$17,230,000
+4.0%
418,823
+1.4%
5.75%
-5.5%
VNQ BuyVANGUARD REIT INDEXetf$13,604,000
-2.3%
210,716
+0.1%
4.54%
-11.1%
IVV BuyISHARES S&P 500 INDEX ETFetf$11,975,000
+13.1%
64,501
+2.9%
4.00%
+2.8%
DJP BuyIPATH DJ-UBS COMMODITY TOTAL RETURN ETNetf$10,522,000
+429.0%
286,302
+436.4%
3.51%
+381.0%
IWB BuyISHARES TR RUSSELL 1000 INDEX ETFetf$8,831,000
+10.1%
85,596
+0.5%
2.95%
+0.1%
EFA BuyISHARES MSCI EAFE ETFetf$6,933,000
+7.5%
103,338
+2.2%
2.31%
-2.3%
IFGL BuyISHARES TR FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-USetf$3,668,000
+1.0%
118,877
+9.7%
1.22%
-8.2%
SCHF BuySCHWAB INTERNATIONAL EQUITY ETFetf$2,695,000
+30.5%
85,475
+25.8%
0.90%
+18.6%
BZF NewWISDOMTREE TR BRAZILIAN REAL FDetf$2,432,000140,595
+100.0%
0.81%
VIG BuyVANGUARD DIVIDEND APPRECIATION ETFetf$2,381,000
+9.7%
31,647
+1.5%
0.79%
-0.3%
SCHM BuySCHWAB US MID-CAP ETFetf$1,409,000
+13.4%
37,632
+4.9%
0.47%
+3.1%
VNQI NewVANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD ETF SHSetf$1,258,00023,085
+100.0%
0.42%
EEM BuyISHARES MSCI EMERGING MARKETS ETFetf$1,057,000
+26.9%
25,299
+23.8%
0.35%
+15.4%
RWX BuySPDR DJ WILSHIRE INTL REAL ESTetf$742,000
-1.6%
18,008
+0.7%
0.25%
-10.5%
RWR BuySPDR DJ WILSHIRE REIT (ETF)etf$616,000
-1.4%
8,643
+0.8%
0.21%
-10.0%
DVY BuyISHARES DJ SELECT DIVIDEND ETFetf$445,000
+9.3%
6,237
+1.6%
0.15%
-0.7%
SCHE BuySCHWAB EMERGING MARKET EQ ETFetf$426,000
+75.3%
17,304
+75.4%
0.14%
+59.6%
VTI BuyVANGUARD TOTAL STK MKTetf$322,000
+11.0%
3,357
+1.5%
0.11%
+0.9%
VYM BuyVANGUARD HIGH DIVIDEND YIELDetf$296,000
+9.2%
4,747
+0.8%
0.10%0.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2014-02-07
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR S&P 500 TRUST35Q4 202138.3%
VANGUARD FTSE DEVELOPED MARKETS ETF35Q4 202118.8%
VANGUARD MID-CAP INDEX FUND35Q4 20219.3%
ISHARES S&P 500 INDEX ETF35Q4 20218.0%
SCHWAB STRATEGIC TR INTL EQTY ETF35Q4 20219.3%
VANGUARD REIT INDEX ETF35Q4 20216.4%
ISHARES RUSSELL 2000 ETF35Q4 20216.1%
VANGUARD FTSE EMERGING MARKETS ETF35Q4 20216.1%
SCHWAB US MID-CAP ETF35Q4 20213.6%
ISHARES TR RUSSELL 1000 INDEX ETF35Q4 20213.0%

View Emery Howard Portfolio Management, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2022-01-06
13F-HR2021-11-02
13F-HR2021-07-30
13F-HR2021-05-05
13F-HR2021-02-03
13F-HR2020-11-03
13F-HR2020-08-05
13F-HR2020-05-06
13F-HR2020-02-04
13F-HR2019-11-05

View Emery Howard Portfolio Management, Inc.'s complete filings history.

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