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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 $682,907,000 across 47 holdings for the quarter ended 2021-09-30, in a 13F-HR filed 2021-11-02. Its ten largest share positions make up 83.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001495703-21-000008

Period
2021-09-30
Reported value
$683M
Holdings
47
Top 10 weight
83.01%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+14,263$5.63M
VBadded+14,910$3.26M
VEAadded+38,733$1.96M
VOadded+7,198$1.7M
VWOadded+21,918$1.1M

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
SCHFreduced-18,136-$702K
SCHAreduced-4,117-$412K
SCHMreduced-4,367-$335K
SCHEreduced-7,243-$221K
IVVreduced-454-$196K

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, Q3 2021

Share positions as resolved from 13F-HR 0001495703-21-000008, largest first. % of portfolio is the value over $682,907,000, 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; 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; 2021Q3: 421,564 shares 421,564$181M26.49%+201Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 1,882,386 shares 1,882,386$95M13.92%+38,733Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 153,142 shares 153,142$60.4M8.84%+14,263Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 234,162 shares 234,162$55.4M8.12%+7,198Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 108,573 shares 108,573$46.8M6.85%-454Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 610,501 shares 610,501$30.5M4.47%+21,918Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 119,069 shares 119,069$26M3.81%+14,910Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 658,363 shares 658,363$25.5M3.73%-18,136Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 833,483 shares 833,483$25.4M3.72%-7,243Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 95,263 shares 95,263$20.8M3.05%+1,213Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 57,955 shares 57,955$20.7M3.04%+462Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 254,395 shares 254,395$19.5M2.86%-4,367Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 61,910 shares 61,910$15M2.19%+2,849Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 128,657 shares 128,657$12.9M1.89%-4,117Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 99,913 shares 99,913$10.2M1.49%-1,350Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 118,653 shares 118,653$9.26M1.36%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 144,735 shares 144,735$7.29M1.07%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 25,056 shares 25,056$3.85M0.56%-563Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 8,890 shares 8,890$1.97M0.29%+5Timeline
PEJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25,492 shares; 2021Q2: 25,503 shares; 2021Q3: 25,508 shares 25,508$1.28M0.19%+5Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,350 shares; 2021Q2: 2,550 shares; 2021Q3: 2,550 shares 2,550$1.14M0.17%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 7,177 shares 7,177$1.07M0.16%+406Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 32,000 shares; 2021Q2: 50,000 shares; 2021Q3: 50,000 shares 50,000$1.01M0.15%0Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,259 shares; 2021Q2: 10,794 shares; 2021Q3: 10,825 shares 10,825$867K0.13%+31Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 7,163 shares 7,163$792K0.12%+44Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 2,321 shares 2,321$785K0.11%+6Timeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 8,547 shares; 2020Q4: 9,420 shares; 2021Q1: 18,336 shares; 2021Q2: 20,531 shares; 2021Q3: 25,625 shares 25,625$750K0.11%+5,094Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 6,604 shares 6,604$687K0.1%+21Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 6,290 shares 6,290$663K0.1%+44Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 10,188 shares 10,188$620K0.09%0Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 8,837 shares 8,837$549K0.08%+33Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,192 shares; 2021Q2: 3,918 shares; 2021Q3: 4,347 shares 4,347$480K0.07%+429Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,087 shares; 2021Q1: 1,428 shares; 2021Q2: 1,436 shares; 2021Q3: 1,837 shares 1,837$454K0.07%+401Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares; 2021Q2: 3,000 shares; 2021Q3: 3,000 shares 3,000$449K0.07%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 3,912 shares 3,912$449K0.07%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 4,240 shares 4,240$438K0.06%-10Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q3: 2,682 shares 2,682$434K0.06%+291Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 877 shares; 2020Q3: 879 shares; 2020Q4: 880 shares; 2021Q1: 880 shares; 2021Q2: 883 shares; 2021Q3: 883 shares 883$354K0.05%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,164 shares; 2021Q1: 1,164 shares; 2021Q2: 1,165 shares; 2021Q3: 1,165 shares 1,165$306K0.04%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,580 shares; 2021Q1: 1,551 shares; 2021Q2: 1,557 shares; 2021Q3: 1,563 shares 1,563$265K0.04%+6Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,730 shares; 2021Q3: 3,752 shares 3,752$246K0.04%+22Timeline
KSTRKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares 10,000$232K0.03%0Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 466 shares; 2021Q2: 466 shares; 2021Q3: 466 shares 466$224K0.03%0Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,354 shares; 2021Q1: 2,354 shares; 2021Q2: 2,368 shares; 2021Q3: 2,368 shares 2,368$223K0.03%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 760 shares; 2021Q3: 760 shares 760$221K0.03%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,439 shares; 2020Q4: 1,439 shares; 2021Q1: 1,439 shares; 2021Q2: 1,439 shares; 2021Q3: 1,332 shares 1,332$219K0.03%-107Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,542 shares 2,542$209K0.03%newTimeline

How Q3 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 0001495703-21-000008 base2021-11-02acceptance time not in the bulk data set