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Institutional Investment Manager
Emery Howard Portfolio Management, Inc.
Emery Howard Portfolio Management, Inc. (CIK: 0001495703) incorporated in California, located at 333 Lorton Avenue, Burlingame, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q4)
Original 13F HR (0001495703-17-000002) filed in 2017.02.09
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P 500 ETF TR 605,034 135,243 31.89%
2 VANGUARD TAX-MANAGED FDS 1,310,522 47,886 11.29%
3 VANGUARD INDEX FDS 239,642 31,544 7.44%
4 SCHWAB INTERNATIONAL EQUITY ETF 1,028,389 28,466 6.71%
5 ISHARES TR 101,972 22,943 5.41%
6 ISHARES TR 160,775 21,681 5.11%
7 VANGUARD INDEX FDS 240,560 19,853 4.68%
8 SCHWAB EMERGING MARKETS EQUITY ETF 909,219 19,603 4.62%
9 VANGUARD INTL EQUITY INDEX F 350,374 12,536 2.96%
10 SPDR INDEX SHS FDSDJ GLB RL ES ETF 255,291 11,963 2.82%
11 SCHWAB U.S. MID-CAP ETF 255,485 11,535 2.72%
12 ISHARES RUSSELL 1000 ETF 75,814 9,436 2.22%
13 VANGUARD INTL EQUITY INDEX F 161,736 8,017 1.89%
14 ISHARES TR 120,258 6,943 1.64%
15 ISHARES TR 254,557 6,690 1.58%
16 SCHWAB U.S. SMALL-CAP ETF 108,382 6,663 1.57%
17 POWERSHARES QQQ TRUST 42,092 4,987 1.18%
18 ISHARES TR 122,749 4,297 1.01%
19 VANGUARD SPECIALIZED FUNDS 44,017 3,749 0.88%
20 VANGUARD INDEX FDS 13,344 1,721 0.41%
21 ISHARES TR 12,932 1,493 0.35%
22 VANGUARD INDEX FDS 12,574 1,450 0.34%
23 POWERSHARES ETF TR II 20,974 872 0.21%
24 SPDR DOW JONES INDL AVRG ETF 4,399 869 0.20%
25 SPDR INDEX SHS FDS 21,232 766 0.18%
26 SPDR GOLD TR 5,072 556 0.13%
27 SPDR DOW JONES REIT ETF 5,363 501 0.12%
28 ISHARES TR 4,694 416 0.10%
29 VANGUARD WHITEHALL FDS 4,662 353 0.08%
30 PIMCO ETF TR 3,172 330 0.08%
31 SCHWAB U.S. LARGE-CAP ETF 5,795 309 0.07%
32 SCHWAB U.S. REIT ETF 5,455 224 0.05%
33 ISHARES TR 2,495 205 0.05%