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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No holding changes 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% |
Not enough priced holdings yet to compute performance
Not enough sector-mapped data yet
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2021-12-31 | 48 | $773.4M | 0 | |
| 2021-09-30 | 47 | $682.9M | 0 | |
| 2021-06-30 | 46 | $679.4M | 95 | |
| 2021-03-31 | 44 | $618.6M | 11 | |
| 2020-12-31 | 37 | $581.0M | 15 | |
| 2020-09-30 | 33 | $501.8M | 8 | |
| 2020-06-30 | 31 | $466.6M | 26 | |
| 2020-03-31 | 31 | $409.3M | 27 | |
| 2019-12-31 | 34 | $536.5M | 9 | |
| 2019-09-30 | 33 | $492.8M | 2 | |
| 2019-06-30 | 33 | $494.0M | 3 | |
| 2019-03-31 | 33 | $480.3M | 13 | |
| 2018-12-31 | 32 | $423.7M | 15 | |
| 2018-09-30 | 34 | $486.8M | 5 | |
| 2018-06-30 | 34 | $466.5M | 7 | |
| 2018-03-31 | 34 | $463.9M | 2 | |
| 2017-12-31 | 34 | $468.0M | 5 | |
| 2017-09-30 | 34 | $451.1M | 9 | |
| 2017-06-30 | 33 | $460.3M | 9 | |
| 2017-03-31 | 33 | $441.6M | 6 | |
| 2016-12-31 | 33 | $424.1M | 4 | |
| 2016-09-30 | 32 | $418.6M | 5 | |
| 2016-06-30 | 31 | $401.4M | 3 | |
| 2016-03-31 | 30 | $395.2M | 9 | |
| 2015-12-31 | 31 | $387.5M | 6 | |
| 2015-09-30 | 30 | $365.7M | 14 | |
| 2015-06-30 | 31 | $389.0M | 2 | |
| 2015-03-31 | 31 | $388.4M | 13 | |
| 2014-12-31 | 28 | $345.9M | 12 | |
| 2014-09-30 | 28 | $316.2M | 8 | |
| 2014-06-30 | 28 | $325.1M | 7 | |
| 2014-03-31 | 28 | $305.4M | 4 | |
| 2013-12-31 | 29 | $299.7M | 11 | |
| 2013-09-30 | 28 | $272.5M | 7 | |
| 2013-06-30 | 30 | $258.4M | 0 |
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|---|
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