$494 Million is the total value of Emery Howard Portfolio Management, Inc.'s 33 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $56,303,000 | +2.4% | 1,349,867 | +0.4% | 11.40% | -0.4% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $40,393,000 | +3.4% | 1,258,744 | +0.9% | 8.18% | +0.6% |
| VO | Buy | VANGUARD MID CAPetf | $37,129,000 | +4.0% | 222,119 | +0.0% | 7.52% | +1.1% |
| IVV | Buy | ISHARES S&P 500 INDEXetf | $34,940,000 | +5.5% | 118,541 | +1.8% | 7.07% | +2.6% |
| SCHE | Buy | SCHWAB EMERGING MARKET EQ ETFetf | $29,933,000 | +2.1% | 1,140,750 | +1.2% | 6.06% | -0.8% |
| VNQ | Buy | VANGUARD REAL ESTATE INDEX ETFetf | $29,493,000 | +1.0% | 337,449 | +0.5% | 5.97% | -1.8% |
| VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $18,297,000 | +0.7% | 310,125 | +1.6% | 3.70% | -2.1% |
| SCHM | Buy | SCHWAB US MID-CAP ETFetf | $16,650,000 | +4.0% | 291,644 | +0.9% | 3.37% | +1.1% |
| SCHA | Buy | SCHWAB ETFS- US SMALL-CAP ETFetf | $12,767,000 | +2.8% | 178,608 | +0.5% | 2.58% | -0.1% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $7,958,000 | +2.3% | 121,078 | +1.0% | 1.61% | -0.5% |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $5,433,000 | +0.3% | 126,621 | +0.3% | 1.10% | -2.5% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $2,533,000 | +5.5% | 21,994 | +0.4% | 0.51% | +2.6% |
| VB | Buy | VANGUARD SMALL CAP ETFetf | $2,265,000 | +6.3% | 14,461 | +3.7% | 0.46% | +3.2% |
| RWR | Buy | SPDR DJ WILSHIRE REIT (ETF)etf | $577,000 | +0.7% | 5,840 | +0.9% | 0.12% | -1.7% |
| BOND | Buy | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $528,000 | +7.1% | 4,912 | +5.2% | 0.11% | +3.9% |
| VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $512,000 | +1.8% | 3,922 | +0.5% | 0.10% | -1.0% |
| CMF | Buy | ISHARES CALIFORNIA MUNI BOND ETFetf | $515,000 | +2.4% | 8,488 | +0.5% | 0.10% | -1.0% |
| DVY | Buy | ISHARES DJ SELECT DIVIDENDetf | $478,000 | +2.4% | 4,799 | +0.9% | 0.10% | 0.0% |
| SCHX | Buy | SCHWAB STRATEGIC TR US LRG CAP ETFetf | $454,000 | +5.6% | 6,474 | +1.7% | 0.09% | +2.2% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELDetf | $390,000 | +2.6% | 4,461 | +0.7% | 0.08% | 0.0% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDRetf | $241,000 | +6.2% | 3,085 | +0.4% | 0.05% | +4.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-09
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.