Emery Howard Portfolio Management, Inc.
Follow13F filer, CIK 1495703, Burlingame, CA
Emery Howard Portfolio Management, Inc. reported $773,438,000 across 48 holdings for the quarter ended 2021-12-31, in a 13F-HR filed 2022-01-06. Its ten largest share positions make up 84.09% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001495703-22-000002
- Period
- 2021-12-31
- Reported value
- $773M
- Holdings
- 48
- Top 10 weight
- 84.09%
- New
- 2
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VOOadded | +46,018 | $20.1M |
| VEAadded | +205,356 | $10.5M |
| VBadded | +29,776 | $6.73M |
| VWOadded | +124,100 | $6.14M |
| VOadded | +11,268 | $2.87M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYreduced | -2,379 | -$1.13M |
| VIGreduced | -2,957 | -$508K |
| SCHXreduced | -3,328 | -$379K |
| SCHMreduced | -4,299 | -$346K |
| QQQreduced | -789 | -$314K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2021
Share positions as resolved from 13F-HR 0001495703-22-000002, largest first. % of portfolio is the value over $773,438,000, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF T | 419,185 | $199M | 25.74% | -2,379 | Timeline | ||
| VEAVANGUARD TAX-MANAGED FDS | 2,087,742 | $107M | 13.78% | +205,356 | Timeline | ||
| VOOVANGUARD INDEX FDS | 199,160 | $86.9M | 11.24% | +46,018 | Timeline | ||
| VOVANGUARD INDEX FDS | 245,430 | $62.5M | 8.08% | +11,268 | Timeline | ||
| IVVISHARES TR | 108,112 | $51.6M | 6.67% | -461 | Timeline | ||
| VWOVANGUARD INTL EQUITY INDEX F | 734,601 | $36.3M | 4.7% | +124,100 | Timeline | ||
| VBVANGUARD INDEX FDS | 148,845 | $33.6M | 4.35% | +29,776 | Timeline | ||
| SCHFSCHWAB STRATEGIC TR | 665,003 | $25.8M | 3.34% | +6,640 | Timeline | ||
| SCHESCHWAB STRATEGIC TR | 846,767 | $25.1M | 3.24% | +13,284 | Timeline | ||
| QQQINVESCO QQQ TR | 57,166 | $22.7M | 2.94% | -789 | Timeline | ||
| IWMISHARES TR | 94,141 | $20.9M | 2.71% | -1,122 | Timeline | ||
| SCHMSCHWAB STRATEGIC TR | 250,096 | $20.1M | 2.6% | -4,299 | Timeline | ||
| IWBISHARES TR | 62,208 | $16.4M | 2.13% | +298 | Timeline | ||
| SCHASCHWAB STRATEGIC TR | 127,193 | $13M | 1.68% | -1,464 | Timeline | ||
| VNQVANGUARD INDEX FDS | 104,043 | $12.1M | 1.56% | +4,130 | Timeline | ||
| EFAISHARES TR | 119,144 | $9.37M | 1.21% | +491 | Timeline | ||
| EEMISHARES TR | 144,828 | $7.08M | 0.91% | +93 | Timeline | ||
| VIGVANGUARD SPECIALIZED FUNDS | 22,099 | $3.79M | 0.49% | -2,957 | Timeline | ||
| VTIVANGUARD INDEX FDS | 10,846 | $2.62M | 0.34% | +1,956 | Timeline | ||
| DBCINVESCO DB COMMDY INDX TRCK | 68,840 | $1.43M | 0.18% | +18,840 | Timeline | ||
| SOXXISHARES TR | 2,550 | $1.38M | 0.18% | 0 | Timeline | ||
| PEJINVESCO EXCHANGE TRADED FD T | 25,539 | $1.25M | 0.16% | +31 | Timeline | ||
| XLKSELECT SECTOR SPDR TR | 7,189 | $1.25M | 0.16% | +12 | Timeline | ||
| IYKISHARES TR | 5,700 | $1.14M | 0.15% | new | Timeline | ||
| ESGVVANGUARD WORLD FD | 10,629 | $934K | 0.12% | -196 | Timeline | ||
| DIASTATE STR SPDR DOW JONES IND | 2,213 | $804K | 0.1% | -108 | Timeline | ||
| RWRSPDR SERIES TRUST | 6,351 | $776K | 0.1% | +61 | Timeline | ||
| BONDPIMCO ETF TR | 6,806 | $745K | 0.1% | -357 | Timeline | ||
| CLOUGLOBAL X FDS | 26,594 | $705K | 0.09% | +969 | Timeline | ||
| SPLVINVESCO EXCH TRADED FD TR II | 9,970 | $684K | 0.09% | -218 | Timeline | ||
| CMFISHARES TR | 8,883 | $554K | 0.07% | +46 | Timeline | ||
| VHTVANGUARD WORLD FD | 1,868 | $498K | 0.06% | +31 | Timeline | ||
| RSPINVESCO EXCHANGE TRADED FD T | 3,000 | $488K | 0.06% | 0 | Timeline | ||
| DVYISHARES TR | 3,912 | $480K | 0.06% | 0 | Timeline | ||
| VYMVANGUARD WHITEHALL FDS | 4,265 | $478K | 0.06% | +25 | Timeline | ||
| VGTVANGUARD WORLD FD | 899 | $412K | 0.05% | +16 | Timeline | ||
| ARKKARK ETF TR | 4,347 | $411K | 0.05% | 0 | Timeline | ||
| IBBISHARES TR | 2,684 | $410K | 0.05% | +2 | Timeline | ||
| SCHXSCHWAB STRATEGIC TR | 3,276 | $373K | 0.05% | -3,328 | Timeline | ||
| IJHISHARES TR | 1,166 | $330K | 0.04% | +1 | Timeline | ||
| INDAISHARES TR | 6,991 | $320K | 0.04% | new | Timeline | ||
| VBRVANGUARD INDEX FDS | 1,573 | $281K | 0.04% | +10 | Timeline | ||
| VGKVANGUARD INTL EQUITY INDEX F | 3,789 | $259K | 0.03% | +37 | Timeline | ||
| HDVISHARES TR | 2,543 | $257K | 0.03% | +175 | Timeline | ||
| VUGVANGUARD INDEX FDS | 761 | $244K | 0.03% | +1 | Timeline | ||
| KSTRKRANESHARES TRUST | 10,000 | $243K | 0.03% | 0 | Timeline | ||
| GLDSPDR GOLD TR | 1,342 | $229K | 0.03% | +10 | Timeline | ||
| VCSHVANGUARD SCOTTSDALE FDS | 2,684 | $218K | 0.03% | +142 | Timeline |
Sold out in Q4 2021
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MDYSTATE STR SPDR S&P MIDCAP 40 | 466 | $224K | shares |
How Q4 2021 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001495703-22-000002 | base | 2022-01-06 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001495703-22-000002 | Quarter ended 2021-12-31 | 2022-01-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-21-000008 | Quarter ended 2021-09-30 | 2021-11-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-21-000006 | Quarter ended 2021-06-30 | 2021-07-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-21-000004 | Quarter ended 2021-03-31 | 2021-05-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-21-000002 | Quarter ended 2020-12-31 | 2021-02-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-20-000010 | Quarter ended 2020-09-30 | 2020-11-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-20-000008 | Quarter ended 2020-06-30 | 2020-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-20-000004 | Quarter ended 2020-03-31 | 2020-05-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-20-000002 | Quarter ended 2019-12-31 | 2020-02-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-19-000008 | Quarter ended 2019-09-30 | 2019-11-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-19-000006 | Quarter ended 2019-06-30 | 2019-08-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-19-000004 | Quarter ended 2019-03-31 | 2019-04-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-19-000002 | Quarter ended 2018-12-31 | 2019-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-18-000008 | Quarter ended 2018-09-30 | 2018-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-18-000006 | Quarter ended 2018-06-30 | 2018-08-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-18-000004 | Quarter ended 2018-03-31 | 2018-05-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-18-000002 | Quarter ended 2017-12-31 | 2018-02-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-17-000008 | Quarter ended 2017-09-30 | 2017-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-17-000006 | Quarter ended 2017-06-30 | 2017-08-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-17-000004 | Quarter ended 2017-03-31 | 2017-05-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-17-000002 | Quarter ended 2016-12-31 | 2017-02-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-16-000018 | Quarter ended 2016-09-30 | 2016-11-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-16-000016 | Quarter ended 2016-06-30 | 2016-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-16-000014 | Quarter ended 2016-03-31 | 2016-05-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-16-000012 | Quarter ended 2015-12-31 | 2016-02-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-15-000009 | Quarter ended 2015-09-30 | 2015-11-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-15-000007 | Quarter ended 2015-06-30 | 2015-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-15-000005 | Quarter ended 2015-03-31 | 2015-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-15-000002 | Quarter ended 2014-12-31 | 2015-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-14-000011 | Quarter ended 2014-09-30 | 2014-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-14-000009 | Quarter ended 2014-06-30 | 2014-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-14-000007 | Quarter ended 2014-03-31 | 2014-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-14-000005 | Quarter ended 2013-12-31 | 2014-02-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-13-000050 | Quarter ended 2013-09-30 | 2013-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001495703-13-000048 | Quarter ended 2013-06-30 | 2013-08-15 | acceptance time not in the bulk data set |