$424 Million is the total value of Emery Howard Portfolio Management, Inc.'s 32 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $35,109,000 | -20.1% | 1,238,427 | -5.5% | 8.29% | -8.2% |
| SCHE | Sell | SCHWAB EMERGING MARKET EQ ETFetf | $26,300,000 | -10.2% | 1,117,711 | -1.9% | 6.21% | +3.2% |
| VNQ | Sell | VANGUARD REAL ESTATE INDEX ETFetf | $24,956,000 | -9.5% | 334,660 | -2.1% | 5.89% | +3.9% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $15,929,000 | -31.7% | 118,960 | -14.1% | 3.76% | -21.6% |
| SCHM | Sell | SCHWAB US MID-CAP ETFetf | $13,758,000 | -22.1% | 287,053 | -6.0% | 3.25% | -10.5% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $7,033,000 | -14.0% | 119,648 | -0.5% | 1.66% | -1.2% |
| IFGL | Sell | ISHARES TR FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-USetf | $5,497,000 | -15.0% | 203,379 | -9.9% | 1.30% | -2.4% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL ETFetf | $839,000 | -14.5% | 3,598 | -3.1% | 0.20% | -2.0% |
| VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $333,000 | -19.2% | 2,923 | -1.0% | 0.08% | -7.1% |
| XLK | Exit | TECHNOLOGY SELECT SECTOR SPDRetf | $0 | – | -3,123 | -100.0% | -0.05% | – |
| RWO | Exit | SPDR DJ GLOBAL REAL ESTATE ETFetf | $0 | – | -7,250 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-05
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.