$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES MSCI EAFE ETFetf | $9,256,000 | -1.1% | 118,653 | 0.0% | 1.36% | -1.6% | |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $7,292,000 | -8.6% | 144,735 | 0.0% | 1.07% | -9.1% | |
| SOXX | ISHARES SEMICONDUCTOR FUNDetf | $1,137,000 | -1.8% | 2,550 | 0.0% | 0.17% | -2.4% | |
| DBC | DB COMMODITY INDEX TRACKINGetf | $1,009,000 | +4.8% | 50,000 | 0.0% | 0.15% | +4.2% | |
| SPLV | POWERSHARES SP500 LOW VOLATILITY ETFetf | $620,000 | -0.2% | 10,188 | 0.0% | 0.09% | 0.0% | |
| DVY | ISHARES DJ SELECT DIVIDENDetf | $449,000 | -1.5% | 3,912 | 0.0% | 0.07% | -1.5% | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $449,000 | -0.7% | 3,000 | 0.0% | 0.07% | -1.5% | |
| VGT | VANGUARD INFORMATION TECHNOLOGYetf | $354,000 | +0.6% | 883 | 0.0% | 0.05% | 0.0% | |
| IJH | ISHARES CORE S&P MID CAP ETFetf | $306,000 | -2.2% | 1,165 | 0.0% | 0.04% | -2.2% | |
| KSTR | KRANESHARES SSE STAR MARKET 50 INDEX ETFetf | $232,000 | -15.6% | 10,000 | 0.0% | 0.03% | -15.0% | |
| MDY | SPDR S&P MIDCAP 400 ETFetf | $224,000 | -2.2% | 466 | 0.0% | 0.03% | -2.9% | |
| HDV | ISHARES TR HIGH DIVID EQUITY FDetf | $223,000 | -2.6% | 2,368 | 0.0% | 0.03% | -2.9% | |
| VUG | VANGUARD GROWTH ETFetf | $221,000 | +1.4% | 760 | 0.0% | 0.03% | 0.0% |
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.