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Emery Howard Portfolio Management

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
943383736
SEC advisor number
801-60292
FINRA CRD number
113079
AUM ?
$1.63B (as of 5 Feb 21)
Accounts
640 (as of 5 Feb 21)
Employees
6 (3 investment advisory or research)
Address
Emery Howard Portfolio Management
333 LORTON AVENUE
BURLINGAME
CA 94010
Phone
650-579-7100

Investment data

Data from SEC filings
26 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$180.91M 421.56K 421.36K 0
$154.51M 617.5K 582.47K +6.0
$101.45M 539.44K 535.54K +0.7
Vanguard Ftse Developed Markets Etf
$95.04M 1.88M 1.84M +2.1
$83.95M 1.88M 1.92M -1.8
Vanguard European
$30.78M 614.25K 592.31K +3.7
$20.75M 57.96K 57.49K +0.8
Vanguard Dividend Appreciation Etf
$3.85M 25.06K 25.62K -2.2
$1.73M 28.51K 28.5K 0
$1.07M 7.18K 6.77K +6.0
DB Commodity Index Tracking
$1.01M 50K 50K 0
$867K 10.83K 10.79K +0.3
$808K 2.72K 2.32K +17.3
$792K 7.16K 7.12K +0.6
$785K 2.32K 2.32K +0.3
$750K 25.63K 20.53K +24.8
$663K 6.29K 6.25K +0.7
$620K 10.19K 10.19K 0
$549K 8.84K 8.8K +0.4
$480K 4.35K 3.92K +10.9
$438K 4.24K 4.25K -0.2
$232K 10K 10K 0
SPDR S&P Midcap 400 Etf
$224K 466 466 0
$223K 2.37K 2.37K 0
$219K 1.33K 1.44K -7.4
$209K 2.54K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings