$451 Million is the total value of Emery Howard Portfolio Management, Inc.'s 34 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $116,318,000 | -17.3% | 462,994 | -20.4% | 25.79% | -15.6% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $55,927,000 | +4.8% | 1,288,352 | -0.3% | 12.40% | +6.9% |
| VO | Sell | VANGUARD MID-CAP INDEX FUNDetf | $32,556,000 | +2.1% | 221,471 | -1.0% | 7.22% | +4.2% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $21,184,000 | +0.7% | 142,960 | -4.2% | 4.70% | +2.8% |
| IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $9,780,000 | +2.4% | 69,916 | -1.0% | 2.17% | +4.4% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $8,089,000 | +4.7% | 118,123 | -0.3% | 1.79% | +6.8% |
| IFGL | Sell | ISHARES FTSE EPRA/NAREIT DEVELOPED REAL ESTATE EX-US INDEX FUNDetf | $6,894,000 | -0.2% | 236,342 | -2.5% | 1.53% | +1.9% |
| QQQ | Sell | POWERSHARES QQQ TRUST, SERIES 1etf | $6,183,000 | +5.2% | 42,512 | -0.4% | 1.37% | +7.4% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $5,519,000 | +8.2% | 123,171 | -0.1% | 1.22% | +10.3% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $430,000 | +0.9% | 4,592 | -0.6% | 0.10% | +2.2% |
| RWO | Sell | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $402,000 | -2.7% | 8,422 | -2.7% | 0.09% | -1.1% |
| BOND | Sell | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $288,000 | -5.6% | 2,698 | -6.3% | 0.06% | -3.0% |
| HDV | Sell | ISHARES CORE HIGH DIVIDEND ETFetf | $203,000 | -2.9% | 2,359 | -6.3% | 0.04% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-08
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.