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Disclosery

Emery Howard Portfolio Management, Inc.

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13F filer, CIK 1495703, Burlingame, CA

Emery Howard Portfolio Management, Inc. reported $466,626,000 across 31 holdings for the quarter ended 2020-06-30, in a 13F-HR filed 2020-08-05. Its ten largest share positions make up 84.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001495703-20-000008

Period
2020-06-30
Reported value
$467M
Holdings
31
Top 10 weight
84.41%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOnew+80,410$22.8M
VWOadded+132,793$5.26M
VEAadded+57,062$2.21M
VBadded+12,569$1.83M
EFAadded+22,131$1.35M

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

SecurityShares changeApprox. value
VNQIexited-277,571-$11.9M
SCHFreduced-325,914-$9.7M
SCHEreduced-346,457-$8.44M
IFGLexited-318,660-$6.89M
SPYreduced-11,822-$3.65M

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, Q2 2020

Share positions as resolved from 13F-HR 0001495703-20-000008, largest first. % of portfolio is the value over $466,626,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 441,944 shares; 2020Q2: 430,122 shares 430,122$133M28.42%-11,822Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,597,883 shares; 2020Q2: 1,654,945 shares 1,654,945$64.2M13.76%+57,062Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 127,120 shares; 2020Q2: 115,593 shares 115,593$35.8M7.67%-11,527Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 208,527 shares; 2020Q2: 210,870 shares 210,870$34.6M7.41%+2,343Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 336,760 shares; 2020Q2: 318,551 shares 318,551$25M5.36%-18,209Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,108,202 shares; 2020Q2: 782,288 shares 782,288$23.3M4.99%-325,914Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 80,410 shares 80,410$22.8M4.88%newTimeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,231,547 shares; 2020Q2: 885,090 shares 885,090$21.6M4.62%-346,457Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 364,164 shares; 2020Q2: 496,957 shares 496,957$19.7M4.22%+132,793Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 303,060 shares; 2020Q2: 272,814 shares 272,814$14.4M3.08%-30,246Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 115,442 shares; 2020Q2: 95,212 shares 95,212$13.6M2.92%-20,230Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 45,898 shares; 2020Q2: 46,388 shares 46,388$11.5M2.46%+490Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 62,860 shares; 2020Q2: 63,183 shares 63,183$10.8M2.32%+323Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 187,836 shares; 2020Q2: 161,421 shares 161,421$10.5M2.26%-26,415Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 97,816 shares; 2020Q2: 119,947 shares 119,947$7.3M1.56%+22,131Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 126,081 shares; 2020Q2: 143,674 shares 143,674$5.75M1.23%+17,593Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,450 shares; 2020Q2: 27,019 shares 27,019$3.94M0.84%+12,569Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 22,025 shares; 2020Q2: 22,078 shares 22,078$2.59M0.55%+53Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,028 shares; 2020Q2: 7,986 shares 7,986$1.25M0.27%-42Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,573 shares; 2020Q2: 2,581 shares 2,581$666K0.14%+8Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 26,888 shares; 2020Q2: 18,853 shares 18,853$664K0.14%-8,035Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,532 shares; 2020Q2: 5,582 shares 5,582$623K0.13%+50Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,614 shares; 2020Q2: 8,658 shares 8,658$538K0.12%+44Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,508 shares; 2020Q2: 6,875 shares 6,875$509K0.11%+367Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,188 shares; 2020Q2: 10,188 shares 10,188$506K0.11%0Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,005 shares; 2020Q2: 6,060 shares 6,060$473K0.1%+55Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,382 shares; 2020Q2: 4,428 shares 4,428$349K0.07%+46Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,133 shares; 2020Q2: 4,223 shares 4,223$341K0.07%+90Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,839 shares; 2020Q2: 3,006 shares 3,006$314K0.07%+167Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 877 shares 877$244K0.05%newTimeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,501 shares 1,501$205K0.04%newTimeline

Sold out in Q2 2020

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VNQIVANGUARD INTL EQUITY INDEX F277,571$11.9Mshares
IFGLISHARES TR318,660$6.89Mshares
RWXSPDR INDEX SHS FDS22,404$600Kshares

How Q2 2020 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001495703-20-000008 base2020-08-05acceptance time not in the bulk data set