Skip to content
Disclosery

Emery Howard Portfolio Management, Inc.

Follow

13F filer, CIK 1495703, Burlingame, CA

Emery Howard Portfolio Management, Inc. reported $618,620,000 across 44 holdings for the quarter ended 2021-03-31, in a 13F-HR filed 2021-05-05. Its ten largest share positions make up 82.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001495703-21-000004

Period
2021-03-31
Reported value
$619M
Holdings
44
Top 10 weight
82.16%
New
7
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VBadded+59,663$12.8M
VOOadded+7,461$2.72M
QQQadded+4,834$1.54M
VEAadded+31,085$1.53M
PEJnew+25,492$1.17M

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
VNQreduced-180,461-$16.6M
SCHFreduced-20,932-$787K
IVVreduced-1,908-$759K
IWBreduced-3,289-$736K
SCHAreduced-6,875-$685K

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, Q1 2021

Share positions as resolved from 13F-HR 0001495703-21-000004, largest first. % of portfolio is the value over $618,620,000, 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 441,944 shares; 2020Q2: 430,122 shares; 2020Q3: 431,012 shares; 2020Q4: 422,405 shares; 2021Q1: 421,432 shares 421,432$167M27%-973Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q1: 1,751,583 shares 1,751,583$86M13.91%+31,085Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 208,527 shares; 2020Q2: 210,870 shares; 2020Q3: 214,287 shares; 2020Q4: 217,860 shares; 2021Q1: 218,158 shares 218,158$48.3M7.81%+298Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 127,120 shares; 2020Q2: 115,593 shares; 2020Q3: 112,977 shares; 2020Q4: 110,809 shares; 2021Q1: 108,901 shares 108,901$43.3M7%-1,908Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 80,410 shares; 2020Q3: 91,595 shares; 2020Q4: 106,746 shares; 2021Q1: 114,207 shares 114,207$41.6M6.73%+7,461Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 364,164 shares; 2020Q2: 496,957 shares; 2020Q3: 512,800 shares; 2020Q4: 532,167 shares; 2021Q1: 540,799 shares 540,799$28.1M4.55%+8,632Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,231,547 shares; 2020Q2: 885,090 shares; 2020Q3: 859,317 shares; 2020Q4: 866,374 shares; 2021Q1: 851,130 shares 851,130$27M4.37%-15,244Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,108,202 shares; 2020Q2: 782,288 shares; 2020Q3: 747,383 shares; 2020Q4: 724,612 shares; 2021Q1: 703,680 shares 703,680$26.5M4.28%-20,932Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 115,442 shares; 2020Q2: 95,212 shares; 2020Q3: 94,339 shares; 2020Q4: 94,403 shares; 2021Q1: 94,043 shares 94,043$20.8M3.36%-360Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 303,060 shares; 2020Q2: 272,814 shares; 2020Q3: 270,781 shares; 2020Q4: 268,008 shares; 2021Q1: 263,039 shares 263,039$19.6M3.16%-4,969Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,450 shares; 2020Q2: 27,019 shares; 2020Q3: 27,936 shares; 2020Q4: 29,953 shares; 2021Q1: 89,616 shares 89,616$19.2M3.1%+59,663Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 45,898 shares; 2020Q2: 46,388 shares; 2020Q3: 47,152 shares; 2020Q4: 51,858 shares; 2021Q1: 56,692 shares 56,692$18.1M2.92%+4,834Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 187,836 shares; 2020Q2: 161,421 shares; 2020Q3: 159,731 shares; 2020Q4: 155,385 shares; 2021Q1: 148,510 shares 148,510$14.8M2.39%-6,875Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 62,860 shares; 2020Q2: 63,183 shares; 2020Q3: 63,126 shares; 2020Q4: 62,764 shares; 2021Q1: 59,475 shares 59,475$13.3M2.15%-3,289Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 336,760 shares; 2020Q2: 318,551 shares; 2020Q3: 286,786 shares; 2020Q4: 294,044 shares; 2021Q1: 113,583 shares 113,583$10.4M1.69%-180,461Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 97,816 shares; 2020Q2: 119,947 shares; 2020Q3: 119,852 shares; 2020Q4: 120,363 shares; 2021Q1: 120,363 shares 120,363$9.13M1.48%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 126,081 shares; 2020Q2: 143,674 shares; 2020Q3: 144,024 shares; 2020Q4: 144,487 shares; 2021Q1: 144,487 shares 144,487$7.71M1.25%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 22,025 shares; 2020Q2: 22,078 shares; 2020Q3: 22,135 shares; 2020Q4: 22,237 shares; 2021Q1: 25,838 shares 25,838$3.8M0.61%+3,601Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,028 shares; 2020Q2: 7,986 shares; 2020Q3: 7,988 shares; 2020Q4: 8,967 shares; 2021Q1: 8,972 shares 8,972$1.85M0.3%+5Timeline
PEJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25,492 shares 25,492$1.17M0.19%newTimeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,839 shares; 2020Q2: 3,006 shares; 2020Q3: 3,012 shares; 2020Q4: 1,888 shares; 2021Q1: 6,760 shares 6,760$898K0.15%+4,872Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,532 shares; 2020Q2: 5,582 shares; 2020Q3: 5,501 shares; 2020Q4: 5,533 shares; 2021Q1: 7,075 shares 7,075$774K0.13%+1,542Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,573 shares; 2020Q2: 2,581 shares; 2020Q3: 2,591 shares; 2020Q4: 2,497 shares; 2021Q1: 2,330 shares 2,330$769K0.12%-167Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,508 shares; 2020Q2: 6,875 shares; 2020Q3: 6,624 shares; 2020Q4: 6,650 shares; 2021Q1: 6,563 shares 6,563$630K0.1%-87Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,188 shares; 2020Q2: 10,188 shares; 2020Q3: 10,188 shares; 2020Q4: 10,188 shares; 2021Q1: 10,188 shares 10,188$592K0.1%0Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,005 shares; 2020Q2: 6,060 shares; 2020Q3: 6,113 shares; 2020Q4: 6,205 shares; 2021Q1: 6,205 shares 6,205$587K0.09%0Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,350 shares 1,350$572K0.09%newTimeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,614 shares; 2020Q2: 8,658 shares; 2020Q3: 8,695 shares; 2020Q4: 8,744 shares; 2021Q1: 8,768 shares 8,768$545K0.09%+24Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 32,000 shares 32,000$532K0.09%newTimeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 8,547 shares; 2020Q4: 9,420 shares; 2021Q1: 18,336 shares 18,336$472K0.08%+8,916Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,133 shares; 2020Q2: 4,223 shares; 2020Q3: 4,037 shares; 2020Q4: 4,194 shares; 2021Q1: 3,912 shares 3,912$446K0.07%-282Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,382 shares; 2020Q2: 4,428 shares; 2020Q3: 4,466 shares; 2020Q4: 4,505 shares; 2021Q1: 4,397 shares 4,397$445K0.07%-108Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares 3,000$425K0.07%0Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,192 shares 3,192$383K0.06%newTimeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,501 shares; 2020Q3: 1,501 shares; 2020Q4: 1,481 shares; 2021Q1: 2,444 shares 2,444$368K0.06%+963Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,087 shares; 2021Q1: 1,428 shares 1,428$327K0.05%+341Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 877 shares; 2020Q3: 879 shares; 2020Q4: 880 shares; 2021Q1: 880 shares 880$316K0.05%0Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,259 shares 4,259$314K0.05%newTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,164 shares; 2021Q1: 1,164 shares 1,164$303K0.05%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,580 shares; 2021Q1: 1,551 shares 1,551$257K0.04%-29Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,439 shares; 2020Q4: 1,439 shares; 2021Q1: 1,439 shares 1,439$230K0.04%0Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,354 shares; 2021Q1: 2,354 shares 2,354$223K0.04%0Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 466 shares 466$222K0.04%newTimeline
KSTRKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,000 shares 10,000$212K0.03%newTimeline

How Q1 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001495703-21-000004 base2021-05-05acceptance time not in the bulk data set