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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 $679,425,000 across 46 holdings for the quarter ended 2021-06-30, in a 13F-HR filed 2021-07-30. Its ten largest share positions make up 82.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001495703-21-000006

Period
2021-06-30
Reported value
$679M
Holdings
46
Top 10 weight
82.73%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+24,672$9.71M
VEAadded+92,070$4.74M
VBadded+14,543$3.28M
VWOadded+47,784$2.6M
VOadded+8,806$2.09M

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
SCHAreduced-15,736-$1.64M
VNQreduced-12,320-$1.25M
SCHFreduced-27,181-$1.07M
SCHEreduced-10,404-$342K
SCHMreduced-4,277-$335K

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 2021

Share positions as resolved from 13F-HR 0001495703-21-000006, largest first. % of portfolio is the value over $679,425,000, 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 441,944 shares; 2020Q2: 430,122 shares; 2020Q3: 431,012 shares; 2020Q4: 422,405 shares; 2021Q1: 421,432 shares; 2021Q2: 421,363 shares 421,363$180M26.55%-69Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q2: 1,843,653 shares 1,843,653$95M13.98%+92,070Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 80,410 shares; 2020Q3: 91,595 shares; 2020Q4: 106,746 shares; 2021Q1: 114,207 shares; 2021Q2: 138,879 shares 138,879$54.7M8.04%+24,672Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 208,527 shares; 2020Q2: 210,870 shares; 2020Q3: 214,287 shares; 2020Q4: 217,860 shares; 2021Q1: 218,158 shares; 2021Q2: 226,964 shares 226,964$53.9M7.93%+8,806Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 127,120 shares; 2020Q2: 115,593 shares; 2020Q3: 112,977 shares; 2020Q4: 110,809 shares; 2021Q1: 108,901 shares; 2021Q2: 109,027 shares 109,027$46.9M6.9%+126Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 364,164 shares; 2020Q2: 496,957 shares; 2020Q3: 512,800 shares; 2020Q4: 532,167 shares; 2021Q1: 540,799 shares; 2021Q2: 588,583 shares 588,583$32M4.7%+47,784Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q2: 840,726 shares 840,726$27.6M4.07%-10,404Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q2: 676,499 shares 676,499$26.7M3.93%-27,181Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,450 shares; 2020Q2: 27,019 shares; 2020Q3: 27,936 shares; 2020Q4: 29,953 shares; 2021Q1: 89,616 shares; 2021Q2: 104,159 shares 104,159$23.5M3.45%+14,543Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 115,442 shares; 2020Q2: 95,212 shares; 2020Q3: 94,339 shares; 2020Q4: 94,403 shares; 2021Q1: 94,043 shares; 2021Q2: 94,050 shares 94,050$21.6M3.18%+7Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 45,898 shares; 2020Q2: 46,388 shares; 2020Q3: 47,152 shares; 2020Q4: 51,858 shares; 2021Q1: 56,692 shares; 2021Q2: 57,493 shares 57,493$20.4M3%+801Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 303,060 shares; 2020Q2: 272,814 shares; 2020Q3: 270,781 shares; 2020Q4: 268,008 shares; 2021Q1: 263,039 shares; 2021Q2: 258,762 shares 258,762$20.3M2.98%-4,277Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 62,860 shares; 2020Q2: 63,183 shares; 2020Q3: 63,126 shares; 2020Q4: 62,764 shares; 2021Q1: 59,475 shares; 2021Q2: 59,061 shares 59,061$14.3M2.1%-414Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 187,836 shares; 2020Q2: 161,421 shares; 2020Q3: 159,731 shares; 2020Q4: 155,385 shares; 2021Q1: 148,510 shares; 2021Q2: 132,774 shares 132,774$13.8M2.04%-15,736Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 336,760 shares; 2020Q2: 318,551 shares; 2020Q3: 286,786 shares; 2020Q4: 294,044 shares; 2021Q1: 113,583 shares; 2021Q2: 101,263 shares 101,263$10.3M1.52%-12,320Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 97,816 shares; 2020Q2: 119,947 shares; 2020Q3: 119,852 shares; 2020Q4: 120,363 shares; 2021Q1: 120,363 shares; 2021Q2: 118,653 shares 118,653$9.36M1.38%-1,710Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 126,081 shares; 2020Q2: 143,674 shares; 2020Q3: 144,024 shares; 2020Q4: 144,487 shares; 2021Q1: 144,487 shares; 2021Q2: 144,735 shares 144,735$7.98M1.17%+248Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 22,025 shares; 2020Q2: 22,078 shares; 2020Q3: 22,135 shares; 2020Q4: 22,237 shares; 2021Q1: 25,838 shares; 2021Q2: 25,619 shares 25,619$3.96M0.58%-219Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,028 shares; 2020Q2: 7,986 shares; 2020Q3: 7,988 shares; 2020Q4: 8,967 shares; 2021Q1: 8,972 shares; 2021Q2: 8,885 shares 8,885$1.98M0.29%-87Timeline
PEJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25,492 shares; 2021Q2: 25,503 shares 25,503$1.33M0.2%+11Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,350 shares; 2021Q2: 2,550 shares 2,550$1.16M0.17%+1,200Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,839 shares; 2020Q2: 3,006 shares; 2020Q3: 3,012 shares; 2020Q4: 1,888 shares; 2021Q1: 6,760 shares; 2021Q2: 6,771 shares 6,771$1M0.15%+11Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 32,000 shares; 2021Q2: 50,000 shares 50,000$963K0.14%+18,000Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,259 shares; 2021Q2: 10,794 shares 10,794$863K0.13%+6,535Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,573 shares; 2020Q2: 2,581 shares; 2020Q3: 2,591 shares; 2020Q4: 2,497 shares; 2021Q1: 2,330 shares; 2021Q2: 2,315 shares 2,315$799K0.12%-15Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,532 shares; 2020Q2: 5,582 shares; 2020Q3: 5,501 shares; 2020Q4: 5,533 shares; 2021Q1: 7,075 shares; 2021Q2: 7,119 shares 7,119$790K0.12%+44Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,508 shares; 2020Q2: 6,875 shares; 2020Q3: 6,624 shares; 2020Q4: 6,650 shares; 2021Q1: 6,563 shares; 2021Q2: 6,583 shares 6,583$684K0.1%+20Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,005 shares; 2020Q2: 6,060 shares; 2020Q3: 6,113 shares; 2020Q4: 6,205 shares; 2021Q1: 6,205 shares; 2021Q2: 6,246 shares 6,246$655K0.1%+41Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,188 shares; 2020Q2: 10,188 shares; 2020Q3: 10,188 shares; 2020Q4: 10,188 shares; 2021Q1: 10,188 shares; 2021Q2: 10,188 shares 10,188$621K0.09%0Timeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 8,547 shares; 2020Q4: 9,420 shares; 2021Q1: 18,336 shares; 2021Q2: 20,531 shares 20,531$586K0.09%+2,195Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,614 shares; 2020Q2: 8,658 shares; 2020Q3: 8,695 shares; 2020Q4: 8,744 shares; 2021Q1: 8,768 shares; 2021Q2: 8,804 shares 8,804$551K0.08%+36Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,192 shares; 2021Q2: 3,918 shares 3,918$512K0.08%+726Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,133 shares; 2020Q2: 4,223 shares; 2020Q3: 4,037 shares; 2020Q4: 4,194 shares; 2021Q1: 3,912 shares; 2021Q2: 3,912 shares 3,912$456K0.07%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares; 2021Q2: 3,000 shares 3,000$452K0.07%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,382 shares; 2020Q2: 4,428 shares; 2020Q3: 4,466 shares; 2020Q4: 4,505 shares; 2021Q1: 4,397 shares; 2021Q2: 4,250 shares 4,250$445K0.07%-147Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,501 shares; 2020Q3: 1,501 shares; 2020Q4: 1,481 shares; 2021Q1: 2,444 shares; 2021Q2: 2,391 shares 2,391$391K0.06%-53Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,087 shares; 2021Q1: 1,428 shares; 2021Q2: 1,436 shares 1,436$355K0.05%+8Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 877 shares; 2020Q3: 879 shares; 2020Q4: 880 shares; 2021Q1: 880 shares; 2021Q2: 883 shares 883$352K0.05%+3Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,164 shares; 2021Q1: 1,164 shares; 2021Q2: 1,165 shares 1,165$313K0.05%+1Timeline
KSTRKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares 10,000$275K0.04%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,580 shares; 2021Q1: 1,551 shares; 2021Q2: 1,557 shares 1,557$270K0.04%+6Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,730 shares 3,730$251K0.04%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,439 shares; 2020Q4: 1,439 shares; 2021Q1: 1,439 shares; 2021Q2: 1,439 shares 1,439$238K0.04%0Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 466 shares; 2021Q2: 466 shares 466$229K0.03%0Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,354 shares; 2021Q1: 2,354 shares; 2021Q2: 2,368 shares 2,368$229K0.03%+14Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 760 shares 760$218K0.03%newTimeline

How Q2 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 0001495703-21-000006 base2021-07-30acceptance time not in the bulk data set