$467 Million is the total value of Emery Howard Portfolio Management, Inc.'s 31 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RWX | Exit | SPDR DJ WILSHIRE INTL REAL ESTetf | $0 | – | -22,404 | -100.0% | -0.15% | – |
IFGL | Exit | ISHARES TR FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-USetf | $0 | – | -318,660 | -100.0% | -1.68% | – |
VNQI | Exit | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $0 | – | -277,571 | -100.0% | -2.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-05
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.