$487 Million is the total value of Emery Howard Portfolio Management, Inc.'s 34 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETFetf | $132,163,000 | +7.2% | 454,605 | +0.0% | 27.15% | +2.7% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $43,951,000 | +3.8% | 1,310,785 | +2.3% | 9.03% | -0.6% |
| IVV | Buy | ISHARES S&P 500 INDEXetf | $30,853,000 | +11.6% | 105,399 | +4.1% | 6.34% | +7.0% |
| SCHE | Buy | SCHWAB EMERGING MARKET EQ ETFetf | $29,283,000 | +3.5% | 1,138,955 | +4.2% | 6.02% | -0.8% |
| VNQ | Buy | VANGUARD REAL ESTATE INDEX ETFetf | $27,590,000 | +1.2% | 341,968 | +2.2% | 5.67% | -3.0% |
| SCHM | Buy | SCHWAB US MID-CAP ETFetf | $17,654,000 | +10.6% | 305,218 | +5.0% | 3.63% | +6.0% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $13,544,000 | -1.7% | 330,338 | +1.1% | 2.78% | -5.8% |
| SCHA | Buy | SCHWAB ETFS- US SMALL-CAP ETFetf | $9,994,000 | +9.6% | 131,211 | +5.9% | 2.05% | +5.0% |
| RWX | Buy | SPDR DJ WILSHIRE INTL REAL ESTetf | $850,000 | -2.1% | 22,217 | +0.2% | 0.18% | -5.9% |
| RWR | Buy | SPDR DJ WILSHIRE REIT (ETF)etf | $530,000 | +0.4% | 5,686 | +1.3% | 0.11% | -3.5% |
| CMF | Buy | ISHARES CALIFORNIA MUNI BOND ETFetf | $484,000 | -0.4% | 8,348 | +0.5% | 0.10% | -4.8% |
| SCHH | Buy | SCH US REIT ETFetf | $397,000 | +22.2% | 9,505 | +22.3% | 0.08% | +17.1% |
| HDV | Buy | ISHARES TR HIGH DIVID EQUITY FDetf | $220,000 | +6.8% | 2,429 | +0.3% | 0.04% | +2.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-09
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.