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 70.67% of Emery Howard Portfolio Management's total stock portfolio.
  • Added to shares of these 10 stocks: SCHF (+$5.32M), VEA, SCHE, SPY, VWO, RWO, Sch Us Mid-cap Etf etf, IVV, SCHA, VNQ.
  • Reduced shares in these 3 stocks: Ipath Dow Jones-aig Commodity, GWX, DIA.
  • As of Dec. 31, 2014, Emery Howard Portfolio Management has $345.88M in assets under management (AUM). Assets under management grew from a total value of $316.23M to $345.88M.
  • Independent of market fluctuations, Emery Howard Portfolio Management was a net buyer by $22.81M worth of stocks in the most recent quarter.

Emery Howard Portfolio Management portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 35.46 +2.00% 596770 205.54 205.25
VEA Vanguard Europe Pacific ETF 15.31 +6.00% 1398163 37.88 39.04
VO Vanguard Mid-Cap ETF 8.70 243566 123.56 125.59
VWO Vanguard Emerging Markets ETF 5.89 +13.00% 508786 40.02 39.44
IWM iShares Russell 2000 Index 5.31 153542 119.62 119.90
IVV iShares S&P; 500 Index 4.59 +9.00% 76815 206.87 205.96
VNQ Vanguard REIT ETF 4.42 +4.00% 188901 81.00 80.84
RWO SPDR Dow Jones Global Real Estate 3.52 +22.00% 254720 47.73 47.87
IWB iShares Russell 1000 Index 2.74 82663 114.63 114.60
SCHF Schwab International Equity ETF 2.58 +148.00% 308152 28.91 29.47
EFA iShares MSCI EAFE Index Fund 1.89 107537 60.84 62.56
Sch Us Mid-cap Etf etf 1.48 +49.00% 126178 40.68 0.00
Ipath Dow Jones-aig Commodity 1.33 -39.00% 153690 29.91 0.00
SCHE Schwab Emerging Markets Equity ETF 1.23 +281.00% 178171 23.90 23.47
IFGL iShares FTSE EPRA/NAREIT Dev Gl Real ETF 1.01 116327 30.04 30.04
SCHA Schwab U S Small Cap ETF 0.80 +80.00% 49951 55.11 55.93
VIG Vanguard Dividend Appreciation ETF 0.76 +4.00% 32281 81.16 80.49
QQQQ PowerShares QQQ Trust, Series 1 0.64 +13.00% 21424 103.25 0.00
VB Vanguard Small-Cap ETF 0.44 13023 116.64 118.34
EEM iShares MSCI Emerging Markets Indx 0.34 29494 39.30 38.45
DIA SPDR Dow Jones Industrial Average ETF 0.30 5785 177.87 176.97
GWX SPDR S&P; International Small Cap 0.26 33346 27.32 27.98
RWR SPDR DJ Wilshire REIT 0.24 9076 90.90 90.66
RWX SPDR DJ International Real Estate ETF 0.23 18863 41.56 42.22
GLD SPDR Gold Trust 0.16 4777 113.67 110.56
DVY iShares Dow Jones Select Dividend 0.15 6358 79.43 76.58
VTI Vanguard Total Stock Market ETF 0.14 +33.00% 4491 105.99 106.32
VYM Vanguard High Dividend Yield ETF 0.10 4881 68.84 67.70