$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $133,348,000 | +3.7% | 455,114 | -0.1% | 26.99% | +0.8% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $18,429,000 | +1.4% | 118,515 | -0.2% | 3.73% | -1.4% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $15,195,000 | -1.2% | 357,277 | -1.2% | 3.08% | -3.9% |
| IWB | Sell | ISHARES TR RUSSELL 1000 INDEX ETFetf | $10,828,000 | +2.8% | 66,517 | -0.7% | 2.19% | -0.1% |
| QQQ | Sell | POWERSHARES QQQ TRetf | $7,902,000 | +3.7% | 42,317 | -0.2% | 1.60% | +0.9% |
| IFGL | Sell | ISHARES TR FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-USetf | $5,955,000 | -2.2% | 199,768 | -0.3% | 1.20% | -5.0% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL ETFetf | $700,000 | -10.4% | 2,633 | -12.7% | 0.14% | -12.9% |
| HDV | Sell | ISHARES TR HIGH DIVID EQUITY FDetf | $218,000 | -4.4% | 2,306 | -5.8% | 0.04% | -6.4% |
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.