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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 $581,005,000 across 37 holdings for the quarter ended 2020-12-31, in a 13F-HR filed 2021-02-03. Its ten largest share positions make up 83.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001495703-21-000002

Period
2020-12-31
Reported value
$581M
Holdings
37
Top 10 weight
83.52%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+15,151$5.21M
VEAadded+39,374$1.86M
QQQadded+4,706$1.48M
VWOadded+19,367$970K
VOadded+3,573$739K

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
SPYreduced-8,607-$3.22M
SCHFreduced-22,771-$820K
IVVreduced-2,168-$814K
SCHHexited-16,297-$576K
SCHAreduced-4,346-$387K

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 2020

Share positions as resolved from 13F-HR 0001495703-21-000002, largest first. % of portfolio is the value over $581,005,000, 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 441,944 shares; 2020Q2: 430,122 shares; 2020Q3: 431,012 shares; 2020Q4: 422,405 shares 422,405$158M27.18%-8,607Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,597,883 shares; 2020Q2: 1,654,945 shares; 2020Q3: 1,681,124 shares; 2020Q4: 1,720,498 shares 1,720,498$81.2M13.98%+39,374Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 208,527 shares; 2020Q2: 210,870 shares; 2020Q3: 214,287 shares; 2020Q4: 217,860 shares 217,860$45M7.75%+3,573Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 127,120 shares; 2020Q2: 115,593 shares; 2020Q3: 112,977 shares; 2020Q4: 110,809 shares 110,809$41.6M7.16%-2,168Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 80,410 shares; 2020Q3: 91,595 shares; 2020Q4: 106,746 shares 106,746$36.7M6.31%+15,151Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 364,164 shares; 2020Q2: 496,957 shares; 2020Q3: 512,800 shares; 2020Q4: 532,167 shares 532,167$26.7M4.59%+19,367Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,231,547 shares; 2020Q2: 885,090 shares; 2020Q3: 859,317 shares; 2020Q4: 866,374 shares 866,374$26.6M4.57%+7,057Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,108,202 shares; 2020Q2: 782,288 shares; 2020Q3: 747,383 shares; 2020Q4: 724,612 shares 724,612$26.1M4.49%-22,771Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 336,760 shares; 2020Q2: 318,551 shares; 2020Q3: 286,786 shares; 2020Q4: 294,044 shares 294,044$25M4.3%+7,258Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 115,442 shares; 2020Q2: 95,212 shares; 2020Q3: 94,339 shares; 2020Q4: 94,403 shares 94,403$18.5M3.19%+64Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 303,060 shares; 2020Q2: 272,814 shares; 2020Q3: 270,781 shares; 2020Q4: 268,008 shares 268,008$18.3M3.15%-2,773Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 45,898 shares; 2020Q2: 46,388 shares; 2020Q3: 47,152 shares; 2020Q4: 51,858 shares 51,858$16.3M2.8%+4,706Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 187,836 shares; 2020Q2: 161,421 shares; 2020Q3: 159,731 shares; 2020Q4: 155,385 shares 155,385$13.8M2.38%-4,346Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 62,860 shares; 2020Q2: 63,183 shares; 2020Q3: 63,126 shares; 2020Q4: 62,764 shares 62,764$13.3M2.29%-362Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 97,816 shares; 2020Q2: 119,947 shares; 2020Q3: 119,852 shares; 2020Q4: 120,363 shares 120,363$8.78M1.51%+511Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 126,081 shares; 2020Q2: 143,674 shares; 2020Q3: 144,024 shares; 2020Q4: 144,487 shares 144,487$7.47M1.29%+463Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,450 shares; 2020Q2: 27,019 shares; 2020Q3: 27,936 shares; 2020Q4: 29,953 shares 29,953$5.83M1%+2,017Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 22,025 shares; 2020Q2: 22,078 shares; 2020Q3: 22,135 shares; 2020Q4: 22,237 shares 22,237$3.14M0.54%+102Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,028 shares; 2020Q2: 7,986 shares; 2020Q3: 7,988 shares; 2020Q4: 8,967 shares 8,967$1.75M0.3%+979Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,573 shares; 2020Q2: 2,581 shares; 2020Q3: 2,591 shares; 2020Q4: 2,497 shares 2,497$764K0.13%-94Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,532 shares; 2020Q2: 5,582 shares; 2020Q3: 5,501 shares; 2020Q4: 5,533 shares 5,533$626K0.11%+32Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,508 shares; 2020Q2: 6,875 shares; 2020Q3: 6,624 shares; 2020Q4: 6,650 shares 6,650$605K0.1%+26Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,188 shares; 2020Q2: 10,188 shares; 2020Q3: 10,188 shares; 2020Q4: 10,188 shares 10,188$573K0.1%0Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,614 shares; 2020Q2: 8,658 shares; 2020Q3: 8,695 shares; 2020Q4: 8,744 shares 8,744$549K0.09%+49Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,005 shares; 2020Q2: 6,060 shares; 2020Q3: 6,113 shares; 2020Q4: 6,205 shares 6,205$538K0.09%+92Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,382 shares; 2020Q2: 4,428 shares; 2020Q3: 4,466 shares; 2020Q4: 4,505 shares 4,505$412K0.07%+39Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,133 shares; 2020Q2: 4,223 shares; 2020Q3: 4,037 shares; 2020Q4: 4,194 shares 4,194$403K0.07%+157Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,000 shares 3,000$383K0.07%newTimeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 877 shares; 2020Q3: 879 shares; 2020Q4: 880 shares 880$311K0.05%+1Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,164 shares 1,164$267K0.05%newTimeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 8,547 shares; 2020Q4: 9,420 shares 9,420$263K0.05%+873Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,439 shares; 2020Q4: 1,439 shares 1,439$257K0.04%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,839 shares; 2020Q2: 3,006 shares; 2020Q3: 3,012 shares; 2020Q4: 1,888 shares 1,888$245K0.04%-1,124Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,087 shares 1,087$243K0.04%newTimeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,580 shares 1,580$225K0.04%newTimeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,501 shares; 2020Q3: 1,501 shares; 2020Q4: 1,481 shares 1,481$224K0.04%-20Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,354 shares 2,354$206K0.04%newTimeline

Sold out in Q4 2020

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

SecurityShares beforeValue beforeType
SCHHSCHWAB STRATEGIC TR16,297$576Kshares

How Q4 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 0001495703-21-000002 base2021-02-03acceptance time not in the bulk data set