$464 Million is the total value of Emery Howard Portfolio Management, Inc.'s 34 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $119,350,000 | -1.8% | 453,543 | -0.5% | 25.72% | -1.0% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $56,401,000 | -1.9% | 1,274,604 | -0.6% | 12.16% | -1.1% |
| VO | Sell | VANGUARD MID CAPetf | $33,689,000 | -0.9% | 218,462 | -0.5% | 7.26% | -0.0% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $21,400,000 | -0.9% | 140,946 | -0.4% | 4.61% | +0.0% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $15,312,000 | +0.8% | 325,916 | -1.5% | 3.30% | +1.7% |
| IWB | Sell | ISHARES TR RUSSELL 1000 INDEX ETFetf | $10,077,000 | -2.1% | 68,614 | -1.0% | 2.17% | -1.3% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $8,176,000 | -1.4% | 117,333 | -0.5% | 1.76% | -0.6% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $2,239,000 | -8.1% | 22,158 | -7.2% | 0.48% | -7.3% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL ETFetf | $1,017,000 | -4.8% | 4,212 | -2.4% | 0.22% | -3.9% |
| VTI | Sell | VANGUARD TOTAL STK MKTetf | $938,000 | -2.1% | 6,912 | -0.9% | 0.20% | -1.5% |
| SPLV | Sell | POWERSHARES SP500 LOW VOLATILITY ETFetf | $479,000 | -2.8% | 10,188 | -1.4% | 0.10% | -1.9% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELDetf | $386,000 | -4.5% | 4,678 | -0.7% | 0.08% | -3.5% |
| RWO | Sell | SPDR DJ GLOBAL REAL ESTATE ETFetf | $387,000 | -11.8% | 8,368 | -6.8% | 0.08% | -11.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-02
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.