$389 Million is the total value of Emery Howard Portfolio Management, Inc.'s 31 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Sell | POWERSHARES QQQ TRetf | $5,014,000 | +1.0% | 46,830 | -87.9% | 1.29% | +0.9% |
| DJP | Sell | IPATH DJ-UBS COMMODITY TOTAL RETURN ETNetf | $2,189,000 | -5.3% | 75,316 | -9.6% | 0.56% | -5.4% |
| VB | Sell | VANGUARD SMALL CAP ETFetf | $1,572,000 | -1.5% | 12,945 | -0.6% | 0.40% | -1.7% |
| VTI | Sell | VANGUARD TOTAL STK MKTetf | $1,398,000 | -0.2% | 13,062 | -0.0% | 0.36% | -0.6% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $1,168,000 | -1.4% | 29,477 | -0.1% | 0.30% | -1.6% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL ETFetf | $984,000 | -2.0% | 5,595 | -1.0% | 0.25% | -1.9% |
| SPLV | Sell | POWERSHARES SP500 LOW VOLATILITY ETFetf | $771,000 | -6.2% | 21,052 | -2.9% | 0.20% | -6.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-11
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.