$388 Million is the total value of Emery Howard Portfolio Management, Inc.'s 31 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VO | Sell | VANGUARD MID-CAP INDEX FUNDetf | $29,650,000 | +2.7% | 246,855 | -0.2% | 7.65% | -3.1% |
| IWB | Sell | ISHARES TR RUSSELL 1000 INDEX ETFetf | $9,206,000 | +5.7% | 81,246 | -0.2% | 2.38% | -0.3% |
| QQQ | Sell | POWERSHARES QQQ TRetf | $5,003,000 | +9.6% | 44,725 | -0.3% | 1.29% | +3.4% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $3,424,000 | -0.1% | 44,034 | -5.3% | 0.88% | -5.7% |
| VTI | Sell | VANGUARD TOTAL STK MKTetf | $1,359,000 | +5.3% | 13,033 | -0.2% | 0.35% | -0.6% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL ETFetf | $951,000 | +5.9% | 5,467 | -1.0% | 0.24% | -0.4% |
| SPLV | Sell | POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIOetf | $809,000 | +6.9% | 20,974 | -0.4% | 0.21% | +1.0% |
| DJP | Exit | IPATH DJ-UBS COMMODITY TOTAL RETURN ETNetf | $0 | – | -43,926 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-08
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.