Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, VOO, VO, IVV, and represent 65.52% of Emery Howard Portfolio Management's stock portfolio.
Added to shares of these 10 stocks: VOO (+$20M), VEA (+$11M), VB (+$6.7M), VWO (+$6.1M), VO, IYK, VNQ, VTI, SCHE, DBC.
Started 2 new stock positions in IYK, INDA.
Reduced shares in these 10 stocks: SPY, VIG, SCHX, SCHM, QQQ, IWM, , IVV, SCHA, DIA.
Sold out of its position in MDY.
Emery Howard Portfolio Management was a net buyer of stock by $46M.
Emery Howard Portfolio Management has $773M in assets under management (AUM), dropping by 13.26%.
Central Index Key (CIK): 0001495703

Tip: Access up to 7 years of quarterly data

Positions held by Emery Howard Portfolio Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Emery Howard Portfolio Management

Emery Howard Portfolio Management holds 48 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Etf (SPY)	25.7	$199M		419k	474.96	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	13.8	$107M	+10%	2.1M	51.06	View chart
Vanguard S&p 500 Etf Etf (VOO)	11.2	$87M	+30%	199k	436.57	View chart
Vanguard Mid Cap Etf (VO)	8.1	$63M	+4%	245k	254.77	View chart
Ishares S&p 500 Index Etf (IVV)	6.7	$52M		108k	476.99	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	4.7	$36M	+20%	735k	49.46	View chart
Vanguard Small Cap Etf Etf (VB)	4.3	$34M	+25%	149k	226.01	View chart
Schwab International Equity Etf Etf (SCHF)	3.3	$26M		665k	38.87	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	3.2	$25M		847k	29.62	View chart
Powershares Qqq Tr Etf (QQQ)	2.9	$23M		57k	397.84	View chart
Ishares Russell 2000 Etf Etf (IWM)	2.7	$21M		94k	222.45	View chart
Schwab Us Mid-cap Etf Etf (SCHM)	2.6	$20M		250k	80.43	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	2.1	$16M		62k	264.44	View chart
Schwab Etfs- Us Small-cap Etf Etf (SCHA)	1.7	$13M		127k	102.40	View chart
Vanguard Real Estate Index Etf Etf (VNQ)	1.6	$12M	+4%	104k	116.01	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.2	$9.4M		119k	78.68	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.9	$7.1M		145k	48.85	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.5	$3.8M	-11%	22k	171.73	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.3	$2.6M	+22%	11k	241.47	View chart
Db Commodity Index Tracking Etf (DBC)	0.2	$1.4M	+37%	69k	20.77	View chart
Ishares Semiconductor Fund Etf (SOXX)	0.2	$1.4M		2.6k	542.35	View chart
Invesco Dynamic Leisure And Entertainment Etf Etf (PEJ)	0.2	$1.3M		26k	48.98	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$1.3M		7.2k	173.88	View chart
Ishares U.s. Consumer Staples Etf Etf (IYK)	0.1	$1.1M	NEW	5.7k	200.18	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$934k		11k	87.87	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.1	$804k	-4%	2.2k	363.31	View chart
Spdr Dj Wilshire Reit Etf (RWR)	0.1	$776k		6.4k	122.19	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$745k	-4%	6.8k	109.46	View chart
Global X Cloud Computing Etf Etf (CLOU)	0.1	$705k	+3%	27k	26.51	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	0.1	$684k	-2%	10k	68.61	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.1	$554k		8.9k	62.37	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$498k		1.9k	266.60	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$488k		3.0k	162.67	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$480k		3.9k	122.70	View chart
Vanguard High Dividend Yield Etf (VYM)	0.1	$478k		4.3k	112.08	View chart
Vanguard Information Technology Etf (VGT)	0.1	$412k		899.00	458.29	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$411k		4.3k	94.55	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.1	$410k		2.7k	152.76	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	0.0	$373k	-50%	3.3k	113.86	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.0	$330k		1.2k	283.02	View chart
Ishares Tr Msci India Index Etf (INDA)	0.0	$320k	NEW	7.0k	45.77	View chart
Vanguard Small-cap Value Index Fund Etf (VBR)	0.0	$281k		1.6k	178.64	View chart
Vanguard European Etf (VGK)	0.0	$259k		3.8k	68.36	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.0	$257k	+7%	2.5k	101.06	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$244k		761.00	320.63	View chart
Kraneshares Sse Star Market 50 Index Etf Etf (KSTR)	0.0	$243k		10k	24.30	View chart
Spdr Gold Etf Etf (GLD)	0.0	$229k		1.3k	170.64	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.0	$218k	+5%	2.7k	81.22	View chart

Past Filings by Emery Howard Portfolio Management

SEC 13F filings are viewable for Emery Howard Portfolio Management going back to 2010

Emery Howard Portfolio Management 2021 Q4 filed Jan. 6, 2022
Emery Howard Portfolio Management 2021 Q3 filed Nov. 2, 2021
Emery Howard Portfolio Management 2021 Q2 filed July 30, 2021
Emery Howard Portfolio Management 2021 Q1 filed May 5, 2021
Emery Howard Portfolio Management 2020 Q4 filed Feb. 3, 2021
Emery Howard Portfolio Management 2020 Q3 filed Nov. 3, 2020
Emery Howard Portfolio Management 2020 Q2 filed Aug. 5, 2020
Emery Howard Portfolio Management 2020 Q1 filed May 6, 2020
Emery Howard Portfolio Management 2019 Q4 filed Feb. 4, 2020
Emery Howard Portfolio Management 2019 Q3 filed Nov. 5, 2019
Emery Howard Portfolio Management 2019 Q2 filed Aug. 9, 2019
Emery Howard Portfolio Management 2019 Q1 filed April 30, 2019
Emery Howard Portfolio Management 2018 Q4 filed Feb. 5, 2019
Emery Howard Portfolio Management 2018 Q3 filed Nov. 9, 2018
Emery Howard Portfolio Management 2018 Q2 filed Aug. 9, 2018
Emery Howard Portfolio Management 2018 Q1 filed May 2, 2018

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z