$683 Million is the total value of Emery Howard Portfolio Management, Inc.'s 47 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES S&P 500 INDEXetf | $46,776,000 | -0.2% | 108,573 | -0.4% | 6.85% | -0.7% |
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $25,479,000 | -4.5% | 658,363 | -2.7% | 3.73% | -5.0% |
| SCHE | Sell | SCHWAB EMERGING MARKET EQ ETFetf | $25,405,000 | -8.1% | 833,483 | -0.9% | 3.72% | -8.6% |
| SCHM | Sell | SCHWAB US MID-CAP ETFetf | $19,502,000 | -3.7% | 254,395 | -1.7% | 2.86% | -4.2% |
| SCHA | Sell | SCHWAB ETFS- US SMALL-CAP ETFetf | $12,879,000 | -6.9% | 128,657 | -3.1% | 1.89% | -7.4% |
| VNQ | Sell | VANGUARD REAL ESTATE INDEX ETFetf | $10,169,000 | -1.3% | 99,913 | -1.3% | 1.49% | -1.8% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $3,849,000 | -2.9% | 25,056 | -2.2% | 0.56% | -3.4% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELDetf | $438,000 | -1.6% | 4,240 | -0.2% | 0.06% | -1.5% |
| GLD | Sell | SPDR GOLD ETFetf | $219,000 | -8.0% | 1,332 | -7.4% | 0.03% | -8.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-02
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.