$493 Million is the total value of Emery Howard Portfolio Management, Inc.'s 33 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETFetf | $135,171,000 | +1.4% | 455,475 | +0.1% | 27.43% | +1.6% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $40,863,000 | +1.2% | 1,282,579 | +1.9% | 8.29% | +1.4% |
| IVV | Buy | ISHARES S&P 500 INDEXetf | $35,513,000 | +1.6% | 118,964 | +0.4% | 7.21% | +1.9% |
| SCHE | Buy | SCHWAB EMERGING MARKET EQ ETFetf | $29,151,000 | -2.6% | 1,160,007 | +1.7% | 5.92% | -2.4% |
| VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $18,419,000 | +0.7% | 314,367 | +1.4% | 3.74% | +0.9% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $14,559,000 | -4.2% | 361,631 | +1.2% | 2.95% | -4.0% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $7,940,000 | -0.2% | 121,753 | +0.6% | 1.61% | 0.0% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $2,636,000 | +4.1% | 22,041 | +0.2% | 0.54% | +4.3% |
| VB | Buy | VANGUARD SMALL CAP ETFetf | $2,226,000 | -1.7% | 14,466 | +0.0% | 0.45% | -1.3% |
| SCHH | Buy | SCH US REIT ETFetf | $1,281,000 | +8.1% | 27,167 | +1.8% | 0.26% | +8.3% |
| VTI | Buy | VANGUARD TOTAL STK MKTetf | $1,041,000 | +0.7% | 6,891 | +0.0% | 0.21% | +1.0% |
| DIA | Buy | SPDR DOW JONES INDUSTRIAL ETFetf | $712,000 | +1.7% | 2,643 | +0.4% | 0.14% | +1.4% |
| RWR | Buy | SPDR DJ WILSHIRE REIT (ETF)etf | $616,000 | +6.8% | 5,889 | +0.8% | 0.12% | +6.8% |
| BOND | Buy | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $539,000 | +2.1% | 4,950 | +0.8% | 0.11% | +1.9% |
| CMF | Buy | ISHARES CALIFORNIA MUNI BOND ETFetf | $523,000 | +1.6% | 8,530 | +0.5% | 0.11% | +1.9% |
| SCHX | Buy | SCHWAB STRATEGIC TR US LRG CAP ETFetf | $461,000 | +1.5% | 6,503 | +0.4% | 0.09% | +2.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-05
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.