Managers / Q4 2021
Emery Howard Portfolio Management, Inc.
CIK 0001495703 · 333 LORTON AVENUE, BURLINGAME, CA, 94010 · 650-579-7100
Reported Value
$773M
Q4 2021
Positions
48
Filings on Record
13
2019–present window
Filed
Jan 6, 2022
original filing
Summary
Emery Howard Portfolio Management, Inc. reported $773M in U.S.-listed holdings across 48 positions for Q4 2021.
The portfolio is heavily concentrated: SPY alone accounts for 25.7% of reported value.
Compared with Q3 2021, the fund opened 2 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 100.0% · $773M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2021 | $773M | 48 | Jan 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $683M | 47 | Nov 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $679M | 46 | Jul 30, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $619M | 44 | May 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $581M | 37 | Feb 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $502M | 33 | Nov 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $467M | 31 | Aug 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $409M | 31 | May 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $537M | 34 | Feb 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $493M | 33 | Nov 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $494M | 33 | Aug 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $480M | 33 | Apr 30, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $424M | 32 | Feb 5, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.