Emery Howard Portfolio Management, Inc. current holdings: USA ETF
Emery Howard Portfolio Management, Inc. reported $0.42 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 31 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are SPY, VEA, VO.
- SPY: Country of operation —; Class ETF; Shares 612,408; Value $132,464,000.
- VEA: Country of operation —; Class ETF; Shares 1,273,415; Value $47,638,000.
- VO: Country of operation —; Class ETF; Shares 239,752; Value $31,033,000.
- SCHF: Country of operation —; Class ETF; Shares 1,021,707; Value $29,415,000.
Form 13F-HR as filed (SEC CIK 1495703): quarter ended 2016-09-30, filed 2016-11-04. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
SPY
SPDR S&P 500 ETF | | ETF | 612,408 | $132,464,000 | 2016-09-30 | 2016-11-04 | |
|---|
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF | | ETF | 1,273,415 | $47,638,000 | 2016-09-30 | 2016-11-04 | |
|---|
VO
VANGUARD MID-CAP INDEX FUND | | ETF | 239,752 | $31,033,000 | 2016-09-30 | 2016-11-04 | |
|---|
SCHF
SCHWAB INTERNATIONAL EQUITY ETF | | ETF | 1,021,707 | $29,415,000 | 2016-09-30 | 2016-11-04 | |
|---|
IVV
ISHARES CORE S&P 500 ETF | | ETF | 93,544 | $20,351,000 | 2016-09-30 | 2016-11-04 | |
|---|
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF | | ETF | 877,174 | $20,228,000 | 2016-09-30 | 2016-11-04 | |
|---|
VNQ
VANGUARD REIT ETF | | ETF | 232,767 | $20,190,000 | 2016-09-30 | 2016-11-04 | |
|---|
IWM
ISHARES RUSSELL 2000 ETF | | ETF | 160,514 | $19,937,000 | 2016-09-30 | 2016-11-04 | |
|---|
VWO
VANGUARD FTSE EMERGING MARKETS ETF | | ETF | 351,298 | $13,219,000 | 2016-09-30 | 2016-11-04 | |
|---|
RWO
SPDR DOW JONES GLOBAL REAL ESTATE ETF | | ETF | 261,106 | $13,008,000 | 2016-09-30 | 2016-11-04 | |
|---|
SCHM
SCHWAB U.S. MID-CAP ETF | | ETF | 254,593 | $11,080,000 | 2016-09-30 | 2016-11-04 | |
|---|
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX | | ETF | 181,592 | $10,200,000 | 2016-09-30 | 2016-11-04 | |
|---|
IWB
ISHARES RUSSELL 1000 ETF | | ETF | 76,764 | $9,247,000 | 2016-09-30 | 2016-11-04 | |
|---|
EFA
ISHARES MSCI EAFE ETF | | ETF | 119,105 | $7,043,000 | 2016-09-30 | 2016-11-04 | |
|---|
SCHA
SCHWAB U.S. SMALL-CAP ETF | | ETF | 105,042 | $6,045,000 | 2016-09-30 | 2016-11-04 | |
|---|
IFGL
ISHARES FTSE EPRA/NAREIT DEVELOPED REAL ESTATE EX-US INDEX FUND | | ETF | 188,398 | $5,684,000 | 2016-09-30 | 2016-11-04 | |
|---|
POWERSHARES QQQ TRUST, SERIES 1
CUSIP 73935A104 | | ETF | 42,545 | $5,051,000 | 2016-09-30 | 2016-11-04 | |
|---|
EEM
ISHARES MSCI EMERGING MARKETS ETF | | ETF | 121,377 | $4,546,000 | 2016-09-30 | 2016-11-04 | |
|---|
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND | | ETF | 43,434 | $3,645,000 | 2016-09-30 | 2016-11-04 | |
|---|
VB
VANGUARD SMALL-CAP INDEX FUND | | ETF | 13,268 | $1,621,000 | 2016-09-30 | 2016-11-04 | |
|---|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND | | ETF | 12,572 | $1,400,000 | 2016-09-30 | 2016-11-04 | |
|---|
POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO
CUSIP 73937B779 | | ETF | 20,974 | $870,000 | 2016-09-30 | 2016-11-04 | |
|---|
RWX
SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | | ETF | 19,968 | $833,000 | 2016-09-30 | 2016-11-04 | |
|---|
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF | | ETF | 4,387 | $802,000 | 2016-09-30 | 2016-11-04 | |
|---|
RWR
SPDR DOW JONES REIT ETF | | ETF | 5,274 | $514,000 | 2016-09-30 | 2016-11-04 | |
|---|
DVY
ISHARES SELECT DIVIDEND ETF | | ETF | 4,898 | $420,000 | 2016-09-30 | 2016-11-04 | |
|---|
BOND
PIMCO TOTAL RETURN ACTIVE EXCHANGE-TRADED FUND | | ETF | 3,860 | $417,000 | 2016-09-30 | 2016-11-04 | |
|---|
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND | | ETF | 4,856 | $350,000 | 2016-09-30 | 2016-11-04 | |
|---|
SCHX
SCHWAB U.S. LARGE-CAP ETF | | ETF | 5,757 | $297,000 | 2016-09-30 | 2016-11-04 | |
|---|
SCHH
SCHWAB U.S. REIT ETF | | ETF | 5,400 | $230,000 | 2016-09-30 | 2016-11-04 | |
|---|
GWX
SPDR S&P INTERNATIONAL SMALL CAP ETF | | ETF | 6,496 | $204,000 | 2016-09-30 | 2016-11-04 | |
|---|
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