Emery Howard Portfolio Management

Latest statistics and disclosures from Emery Howard Portfolio Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, VEA, VO, IWM, VWO. These five stock positions account for 74.23% of Emery Howard Portfolio Management's total stock portfolio.
  • Added to shares of these 10 stocks: SPY, VWO, IVV, Ipath Dow Jones-aig Commodity, VNQ, SCHF, Sch Us Mid-cap Etf etf, VO, SCHE, SCHA.
  • Reduced shares in these 7 stocks: , GLD, IWB, IWM, DIA, EFA, QQQQ.
  • Sold out of its positions in BZF.
  • As of March 31, 2014, Emery Howard Portfolio Management has $305.38M in assets under management (AUM). Assets under management grew from a total value of $299.73M to $305.38M.
  • Independent of market fluctuations, Emery Howard Portfolio Management was a net buyer by $1.59M worth of stocks in the most recent quarter.

Emery Howard Portfolio Management portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 36.48 595692 187.01 197.50
VEA Vanguard Europe Pacific ETF 17.20 1272965 41.27 42.35
VO Vanguard Mid-Cap ETF 8.86 238271 113.58 118.17
IWM iShares Russell 2000 Index 5.84 153342 116.34 112.71
VWO Vanguard Emerging Markets ETF 5.84 +4.00% 439560 40.58 45.02
VNQ Vanguard REIT ETF 5.04 +3.00% 218064 70.62 76.52
IVV iShares S&P; 500 Index 4.21 +5.00% 68318 188.13 198.29
Ipath Dow Jones-aig Commodity 3.88 +4.00% 300407 39.45 0.00
IWB iShares Russell 1000 Index 2.84 -3.00% 82726 104.77 110.03
EFA iShares MSCI EAFE Index Fund 2.27 103246 67.20 67.61
IFGL iShares FTSE EPRA/NAREIT Dev Gl Real ETF 1.17 118877 30.05 32.19
SCHF Schwab International Equity ETF 1.04 +17.00% 100569 31.50 32.86
VIG Vanguard Dividend Appreciation ETF 0.78 31839 75.22 77.43
Sch Us Mid-cap Etf etf 0.57 +19.00% 45048 38.60 0.00
QQQQ PowerShares QQQ Trust, Series 1 0.56 19649 87.69 0.00
VB Vanguard Small-Cap ETF 0.47 12841 112.92 113.34
Vanguard Intl Equity Index F glb ex us etf 0.41 23257 54.09 0.00
GWX SPDR S&P; International Small Cap 0.38 +2.00% 34421 33.90 35.10
EEM iShares MSCI Emerging Markets Indx 0.35 25750 41.01 44.79
DIA SPDR Dow Jones Industrial Average ETF 0.35 -11.00% 6453 164.26 168.54
RWX SPDR DJ International Real Estate ETF 0.25 +2.00% 18389 41.17 44.49
SCHA Schwab U S Small Cap ETF 0.25 +20.00% 14314 53.58 52.86
RWR SPDR DJ Wilshire REIT 0.22 8734 78.09 84.93
SCHE Schwab Emerging Markets Equity ETF 0.19 +37.00% 23780 24.35 27.21
GLD SPDR Gold Trust 0.17 -52.00% 4313 123.58 125.49
DVY iShares Dow Jones Select Dividend 0.15 6237 73.27 75.35
VTI Vanguard Total Stock Market ETF 0.11 3423 97.58 101.92
VYM Vanguard High Dividend Yield ETF 0.10 4776 63.02 66.87