$305 Million is the total value of Emery Howard Portfolio Management, Inc.'s 28 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $17,840,000 | -0.4% | 153,342 | -1.2% | 5.84% | -2.2% |
| IWB | Sell | ISHARES TR RUSSELL 1000 INDEX ETFetf | $8,667,000 | -1.9% | 82,726 | -3.4% | 2.84% | -3.7% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $6,938,000 | +0.1% | 103,246 | -0.1% | 2.27% | -1.8% |
| QQQ | Sell | POWERSHARES QQQ TRetf | $1,723,000 | -0.4% | 19,649 | -0.1% | 0.56% | -2.3% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL ETFetf | $1,060,000 | -11.8% | 6,453 | -11.1% | 0.35% | -13.5% |
| GLD | Sell | SPDR GOLD ETFetf | $533,000 | -49.6% | 4,313 | -52.7% | 0.18% | -50.4% |
| BZF | Exit | WISDOMTREE TR BRAZILIAN REAL FDetf | $0 | – | -140,595 | -100.0% | -0.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-08
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.