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Emery Howard Portfolio Management, Inc.

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13F filer, CIK 1495703, Burlingame, CA

Emery Howard Portfolio Management, Inc. reported $773,438,000 across 48 holdings for the quarter ended 2021-12-31, in a 13F-HR filed 2022-01-06. Its ten largest share positions make up 84.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001495703-22-000002

Period
2021-12-31
Reported value
$773M
Holdings
48
Top 10 weight
84.09%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+46,018$20.1M
VEAadded+205,356$10.5M
VBadded+29,776$6.73M
VWOadded+124,100$6.14M
VOadded+11,268$2.87M

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-2,379-$1.13M
VIGreduced-2,957-$508K
SCHXreduced-3,328-$379K
SCHMreduced-4,299-$346K
QQQreduced-789-$314K

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 2021

Share positions as resolved from 13F-HR 0001495703-22-000002, largest first. % of portfolio is the value over $773,438,000, 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; 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; 2021Q4: 419,185 shares 419,185$199M25.74%-2,379Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 2,087,742 shares 2,087,742$107M13.78%+205,356Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 199,160 shares 199,160$86.9M11.24%+46,018Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 245,430 shares 245,430$62.5M8.08%+11,268Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 108,112 shares 108,112$51.6M6.67%-461Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 734,601 shares 734,601$36.3M4.7%+124,100Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 148,845 shares 148,845$33.6M4.35%+29,776Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 665,003 shares 665,003$25.8M3.34%+6,640Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 846,767 shares 846,767$25.1M3.24%+13,284Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 57,166 shares 57,166$22.7M2.94%-789Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 94,141 shares 94,141$20.9M2.71%-1,122Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 250,096 shares 250,096$20.1M2.6%-4,299Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 62,208 shares 62,208$16.4M2.13%+298Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 127,193 shares 127,193$13M1.68%-1,464Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 104,043 shares 104,043$12.1M1.56%+4,130Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 119,144 shares 119,144$9.37M1.21%+491Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 144,828 shares 144,828$7.08M0.91%+93Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 22,099 shares 22,099$3.79M0.49%-2,957Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 10,846 shares 10,846$2.62M0.34%+1,956Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 32,000 shares; 2021Q2: 50,000 shares; 2021Q3: 50,000 shares; 2021Q4: 68,840 shares 68,840$1.43M0.18%+18,840Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,350 shares; 2021Q2: 2,550 shares; 2021Q3: 2,550 shares; 2021Q4: 2,550 shares 2,550$1.38M0.18%0Timeline
PEJINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25,492 shares; 2021Q2: 25,503 shares; 2021Q3: 25,508 shares; 2021Q4: 25,539 shares 25,539$1.25M0.16%+31Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 7,189 shares 7,189$1.25M0.16%+12Timeline
IYKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,700 shares 5,700$1.14M0.15%newTimeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,259 shares; 2021Q2: 10,794 shares; 2021Q3: 10,825 shares; 2021Q4: 10,629 shares 10,629$934K0.12%-196Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 2,213 shares 2,213$804K0.1%-108Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 6,351 shares 6,351$776K0.1%+61Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 6,806 shares 6,806$745K0.1%-357Timeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 26,594 shares 26,594$705K0.09%+969Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 9,970 shares 9,970$684K0.09%-218Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 8,883 shares 8,883$554K0.07%+46Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 1,868 shares 1,868$498K0.06%+31Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 3,000 shares 3,000$488K0.06%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 3,912 shares 3,912$480K0.06%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 4,265 shares 4,265$478K0.06%+25Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 877 shares; 2020Q3: 879 shares; 2020Q4: 880 shares; 2021Q1: 880 shares; 2021Q2: 883 shares; 2021Q3: 883 shares; 2021Q4: 899 shares 899$412K0.05%+16Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,192 shares; 2021Q2: 3,918 shares; 2021Q3: 4,347 shares; 2021Q4: 4,347 shares 4,347$411K0.05%0Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 2,684 shares 2,684$410K0.05%+2Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 3,276 shares 3,276$373K0.05%-3,328Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 1,166 shares 1,166$330K0.04%+1Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 6,991 shares 6,991$320K0.04%newTimeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 1,573 shares 1,573$281K0.04%+10Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,730 shares; 2021Q3: 3,752 shares; 2021Q4: 3,789 shares 3,789$259K0.03%+37Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 2,543 shares 2,543$257K0.03%+175Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 760 shares; 2021Q3: 760 shares; 2021Q4: 761 shares 761$244K0.03%+1Timeline
KSTRKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares; 2021Q4: 10,000 shares 10,000$243K0.03%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 1,342 shares 1,342$229K0.03%+10Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,542 shares; 2021Q4: 2,684 shares 2,684$218K0.03%+142Timeline

Sold out in Q4 2021

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

SecurityShares beforeValue beforeType
MDYSTATE STR SPDR S&P MIDCAP 40466$224Kshares

How Q4 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 0001495703-22-000002 base2022-01-06acceptance time not in the bulk data set