EH
Emery Howard Portfolio Management, Inc. Historical SEC 13F Holdings & Archive (Q4 2021)
Emery Howard Portfolio Management, Inc.CIK: 0001495703
Long-term holderQuality / disciplined sizing
Total reported value
$773.4M
Reporting period: 2021-12-31 · Number of holdings: 48
Emery Howard Portfolio Management, Inc. disclosed 48 holdings in its latest 13F filing for the period ending 2021-12-31, with total reported value of $773.4M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 47.48
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 96
- Sizing Uniformity
- 78.1
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 25.74% | — | -0.56% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.78% | — | +10.91% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.24% | — | +30.05% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 8.08% | — | +4.81% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.67% | — | -0.42% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.70% | — | +20.33% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 4.35% | — | +25.01% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.34% | — | +1.01% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.24% | — | +1.59% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.94% | — | -1.36% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.71% | — | -1.18% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.60% | — | -1.69% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.13% | — | +0.48% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.68% | — | -1.14% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.56% | — | +4.13% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.21% | — | +0.41% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.91% | — | +0.06% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | — | -11.80% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | — | +22.00% | |
| 20 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 0.18% | — | +37.68% | |
| 21 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.18% | — | — | |
| 22 | PEJ | Invesco Leisure & Entertainm | ETF-Other | 0.16% | — | +0.12% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.16% | — | +0.17% | |
| 24 | IYK | Ishares US Consumer Staples | ETF-Other | 0.15% | — | — | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.12% | — | -1.81% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.10% | — | -4.65% | |
| 27 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.10% | — | +0.97% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.10% | — | -4.98% | |
| 29 | CLOU | Global X Cloud Computing ETF | ETF-Other | 0.09% | — | +3.78% | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.09% | — | -2.14% | |
| 31 | CMF | Ishares California Muni Bond | ETF-Other | 0.07% | — | +0.52% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-Other | 0.06% | — | +1.69% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.06% | — | — | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.06% | — | — | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.06% | — | +0.59% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.05% | — | +1.81% | |
| 37 | ARKK | Ark Innovation ETF | ETF-Other | 0.05% | — | — | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.05% | — | +0.07% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.05% | — | -50.39% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.04% | — | +0.09% | |
| 41 | INDA | Ishares Msci India ETF | ETF-Other | 0.04% | — | — | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.04% | — | +0.64% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.03% | — | +0.99% | |
| 44 | HDV | Ishares Core High Dividend E | ETF-Other | 0.03% | — | +7.39% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.03% | — | +0.13% | |
| 46 | KSTR | Kraneshares Sse Star Mkt 50 | ETF-Other | 0.03% | — | — | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.03% | — | +0.75% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.03% | — | +5.59% |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2021 Q4 | 48 | $773.4M | 0 | ||
| 2021 Q3 | 47 | $682.9M | 0 | ||
| 2021 Q2 | 46 | $679.4M | 95 | ||
| 2021 Q1 | 44 | $618.6M | 11 | ||
| 2020 Q4 | 37 | $581.0M | 15 | ||
| 2020 Q3 | 33 | $501.8M | 8 | ||
| 2020 Q2 | 31 | $466.6M | 26 | ||
| 2020 Q1 | 31 | $409.3M | 27 | ||
| 2019 Q4 | 34 | $536.5M | 9 | ||
| 2019 Q3 | 33 | $492.8M | 2 | ||
| 2019 Q2 | 33 | $494.0M | 3 | ||
| 2019 Q1 | 33 | $480.3M | 13 | ||
| 2018 Q4 | 32 | $423.7M | 15 | ||
| 2018 Q3 | 34 | $486.8M | 5 | ||
| 2018 Q2 | 34 | $466.5M | 7 | ||
| 2018 Q1 | 34 | $463.9M | 2 | ||
| 2017 Q4 | 34 | $468.0M | 5 | ||
| 2017 Q3 | 34 | $451.1M | 9 | ||
| 2017 Q2 | 33 | $460.3M | 9 | ||
| 2017 Q1 | 33 | $441.6M | 6 | ||
| 2016 Q4 | 33 | $424.1M | 4 | ||
| 2016 Q3 | 32 | $418.6M | 5 | ||
| 2016 Q2 | 31 | $401.4M | 3 | ||
| 2016 Q1 | 30 | $395.2M | 9 | ||
| 2015 Q4 | 31 | $387.5M | 6 | ||
| 2015 Q3 | 30 | $365.7M | 14 | ||
| 2015 Q2 | 31 | $389.0M | 2 | ||
| 2015 Q1 | 31 | $388.4M | 13 | ||
| 2014 Q4 | 28 | $345.9M | 12 | ||
| 2014 Q3 | 28 | $316.2M | 8 | ||
| 2014 Q2 | 28 | $325.1M | 7 | ||
| 2014 Q1 | 28 | $305.4M | 4 | ||
| 2013 Q4 | 29 | $299.7M | 11 | ||
| 2013 Q3 | 28 | $272.5M | 7 | ||
| 2013 Q2 | 30 | $258.4M | 0 |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Emery Howard Portfolio Management, Inc. and what type of investor is it?
Emery Howard Portfolio Management, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2021-12-31), the firm manages a tracked equity portfolio valued at approximately $773.4M, spread across 48 disclosed positions.
What are Emery Howard Portfolio Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Emery Howard Portfolio Management, Inc.'s top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $199.1M (25.7%)
2. Vanguard Ftse Developed ETF (VEA) — $106.6M (13.8%)
3. Vanguard S&p 500 ETF (VOO) — $86.9M (11.2%)
4. Vanguard Mid-cap ETF (VO) — $62.5M (8.1%)
5. Ishares Core S&p 500 ETF (IVV) — $51.6M (6.7%)
What changes did Emery Howard Portfolio Management, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Emery Howard Portfolio Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Emery Howard Portfolio Management, Inc. focus on?
Sector breakdown data is not yet available for Emery Howard Portfolio Management, Inc.. Check back after the next 13F processing cycle.
Investment Profile
Emery Howard Portfolio Management, Inc.'s portfolio is moderately concentrated and long-term-holding.
It has added to its VOO position over the past two quarters (+$32.3M, now $86.9M), while trimming SCHE over the same stretch (-$2.6M, still holding $25.1M).
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Developer Access
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