$419 Million is the total value of Emery Howard Portfolio Management, Inc.'s 32 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $132,464,000 | +2.3% | 612,408 | -1.0% | 31.64% | -2.0% |
| VO | Sell | VANGUARD MID-CAP INDEX FUNDetf | $31,033,000 | +3.9% | 239,752 | -0.8% | 7.41% | -0.4% |
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $29,415,000 | +5.4% | 1,021,707 | -0.8% | 7.03% | +1.0% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $19,937,000 | +7.6% | 160,514 | -0.4% | 4.76% | +3.2% |
| RWO | Sell | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $13,008,000 | -4.5% | 261,106 | -3.5% | 3.11% | -8.5% |
| IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $9,247,000 | -2.2% | 76,764 | -5.1% | 2.21% | -6.2% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $7,043,000 | +5.0% | 119,105 | -0.9% | 1.68% | +0.6% |
| QQQ | Sell | POWERSHARES QQQ TRUST, SERIES 1etf | $5,051,000 | +6.6% | 42,545 | -3.4% | 1.21% | +2.3% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $4,546,000 | +1.1% | 121,377 | -7.3% | 1.09% | -3.1% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $3,645,000 | -0.7% | 43,434 | -1.5% | 0.87% | -4.7% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $1,400,000 | +3.1% | 12,572 | -0.8% | 0.33% | -1.2% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $420,000 | -4.1% | 4,898 | -4.6% | 0.10% | -8.3% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD INDEX FUNDetf | $350,000 | -0.8% | 4,856 | -1.8% | 0.08% | -4.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-04
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.