$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 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $108,902,000 | +8.0% | 589,647 | -1.7% | 36.33% | -1.8% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $52,985,000 | +3.7% | 1,271,221 | -1.5% | 17.68% | -5.7% |
| VO | Sell | VANGUARD MID CAPetf | $25,956,000 | +3.3% | 235,923 | -3.8% | 8.66% | -6.1% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $17,906,000 | +7.3% | 155,216 | -0.9% | 5.97% | -2.5% |
| QQQ | Sell | POWERSHARES QQQ TRetf | $1,730,000 | +9.4% | 19,666 | -2.0% | 0.58% | -0.7% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL ETFetf | $1,202,000 | +4.2% | 7,261 | -5.0% | 0.40% | -5.4% |
| GLD | Sell | SPDR GOLD ETFetf | $1,058,000 | -31.2% | 9,113 | -24.0% | 0.35% | -37.4% |
| SCHA | Sell | SCHWAB ETFS- US SMALL-CAP ETFetf | $622,000 | +6.1% | 11,857 | -2.5% | 0.21% | -3.3% |
| JJATF | Exit | IPATH DJ-UBS AGRICULTURE TR SUB-IDX ETNetf | $0 | – | -28,746 | -100.0% | -0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-07
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.