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, VWO, IWM. These five stock positions account for 72.84% of Emery Howard Portfolio Management's total stock portfolio.
  • Added to shares of these 10 stocks: RWO (+$7.85M), Sch Us Mid-cap Etf etf, VEA, SCHF, SCHA, SCHE, EFA, VWO, RWR, EEM.
  • Reduced shares in these 10 stocks: SPY, VNQ, Ipath Dow Jones-aig Commodity, IWM, VO, IFGL, IWB, VIG, IVV, GLD.
  • As of Sept. 30, 2014, Emery Howard Portfolio Management has $316.23M in assets under management (AUM). Assets under management dropped from a total value of $325.12M to $316.23M.
  • Independent of market fluctuations, Emery Howard Portfolio Management was a net buyer by $161831 worth of stocks in the most recent quarter.

Emery Howard Portfolio Management portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 36.33 -3.00% 583204 197.02 206.29
VEA Vanguard Europe Pacific ETF 16.51 1313778 39.75 38.64
VO Vanguard Mid-Cap ETF 8.86 238845 117.31 124.79
VWO Vanguard Emerging Markets ETF 5.92 448511 41.71 39.63
IWM iShares Russell 2000 Index 5.21 -2.00% 150735 109.35 118.27
IVV iShares S&P; 500 Index 4.38 69867 198.26 208.28
VNQ Vanguard REIT ETF 4.09 -19.00% 180192 71.85 82.07
RWO SPDR Dow Jones Global Real Estate 2.92 +575.00% 207952 44.33 47.81
IWB iShares Russell 1000 Index 2.85 81955 109.87 115.23
Ipath Dow Jones-aig Commodity 2.77 -20.00% 254571 34.37 0.00
EFA iShares MSCI EAFE Index Fund 2.15 +2.00% 106241 64.12 61.61
SCHF Schwab International Equity ETF 1.22 +11.00% 124229 31.02 29.99
IFGL iShares FTSE EPRA/NAREIT Dev Gl Real ETF 1.09 -4.00% 114767 30.04 29.97
Sch Us Mid-cap Etf etf 1.03 +22.00% 84179 38.70 0.00
VIG Vanguard Dividend Appreciation ETF 0.75 -3.00% 30929 76.95 81.25
QQQQ PowerShares QQQ Trust, Series 1 0.59 18868 98.79 0.00
VB Vanguard Small-Cap ETF 0.45 12842 110.65 117.02
SCHA Schwab U S Small Cap ETF 0.45 +32.00% 27673 51.39 54.73
EEM iShares MSCI Emerging Markets Indx 0.38 29102 41.54 38.57
SCHE Schwab Emerging Markets Equity ETF 0.38 +21.00% 46715 25.41 24.06
GWX SPDR S&P; International Small Cap 0.35 33751 32.68 26.15
DIA SPDR Dow Jones Industrial Average ETF 0.31 5846 170.03 177.40
RWX SPDR DJ International Real Estate ETF 0.25 18728 41.44 41.66
RWR SPDR DJ Wilshire REIT 0.23 8933 79.82 91.03
GLD SPDR Gold Trust 0.18 -7.00% 4777 116.18 115.05
DVY iShares Dow Jones Select Dividend 0.15 6336 73.86 79.68
VTI Vanguard Total Stock Market ETF 0.11 3372 101.13 106.61
VYM Vanguard High Dividend Yield ETF 0.10 4843 66.49 68.95