$442 Million is the total value of Emery Howard Portfolio Management, Inc.'s 33 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 6.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $32,879,000 | +15.5% | 1,100,739 | +7.0% | 7.44% | +10.9% |
IVV | Buy | ISHARES CORE S&P 500 ETFetf | $24,476,000 | +6.7% | 103,157 | +1.2% | 5.54% | +2.5% |
SCHE | Buy | SCHWAB EMERGING MARKETS EQUITY ETFetf | $23,215,000 | +18.4% | 968,499 | +6.5% | 5.26% | +13.7% |
VNQ | Buy | VANGUARD REIT ETFetf | $20,039,000 | +0.9% | 242,631 | +0.9% | 4.54% | -3.1% |
SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $12,527,000 | +8.6% | 264,679 | +3.6% | 2.84% | +4.3% |
VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $9,062,000 | +13.0% | 170,140 | +5.2% | 2.05% | +8.6% |
SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $7,143,000 | +7.2% | 113,409 | +4.6% | 1.62% | +3.0% |
VB | Buy | VANGUARD SMALL-CAP INDEX FUNDetf | $1,792,000 | +4.1% | 13,447 | +0.8% | 0.41% | 0.0% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $1,526,000 | +5.2% | 12,575 | +0.0% | 0.35% | +1.2% |
RWX | Buy | SPDR DOW JONES INTERNATIONAL REAL ESTATE ETFetf | $798,000 | +4.2% | 21,345 | +0.5% | 0.18% | 0.0% |
RWR | Buy | SPDR DOW JONES REIT ETFetf | $498,000 | -0.6% | 5,399 | +0.7% | 0.11% | -4.2% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX FUNDetf | $365,000 | +3.4% | 4,694 | +0.7% | 0.08% | 0.0% |
BOND | Buy | PIMCO TOTAL RETURN ACTIVE EXCHANGE-TRADED FUNDetf | $341,000 | +3.3% | 3,242 | +2.2% | 0.08% | -1.3% |
SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $327,000 | +5.8% | 5,820 | +0.4% | 0.07% | +1.4% |
SCHH | Buy | SCHWAB U.S. REIT ETFetf | $223,000 | -0.4% | 5,470 | +0.3% | 0.05% | -5.7% |
GWX | New | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $213,000 | – | 6,756 | +100.0% | 0.05% | – |
HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $211,000 | +2.9% | 2,517 | +0.9% | 0.05% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-04
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.