SEC 13F Intelligence

Managers / Q4 2018 · view latest →

Emery Howard Portfolio Management, Inc.

CIK 0001495703 · 333 LORTON AVENUE, BURLINGAME, CA, 94010 · 650-579-7100

Reported Value
$424M
Q4 2018
Positions
32
Filings on Record
13
2019–present window
Filed
Feb 5, 2019
original filing

Summary

Emery Howard Portfolio Management, Inc. reported $424M in U.S.-listed holdings across 32 positions for Q4 2018.

The portfolio is heavily concentrated: SPY alone accounts for 26.8% of reported value.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $424MQ4 ’18Q1 ’19: $480MQ2 ’19: $494MQ2 ’19Q3 ’19: $493MQ4 ’19: $537MQ4 ’19Q1 ’20: $409MQ2 ’20: $467MQ2 ’20Q3 ’20: $502MQ4 ’20: $581MQ4 ’20Q1 ’21: $619MQ2 ’21: $679MQ2 ’21Q3 ’21: $683MQ4 ’21: $773MQ4 ’21filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2018

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2021$773M48Jan 6, 202213F-HRchanges · EDGAR ↗
Q3 2021$683M47Nov 2, 202113F-HRchanges · EDGAR ↗
Q2 2021$679M46Jul 30, 202113F-HRchanges · EDGAR ↗
Q1 2021$619M44May 5, 202113F-HRchanges · EDGAR ↗
Q4 2020$581M37Feb 3, 202113F-HRchanges · EDGAR ↗
Q3 2020$502M33Nov 3, 202013F-HRchanges · EDGAR ↗
Q2 2020$467M31Aug 5, 202013F-HRchanges · EDGAR ↗
Q1 2020$409M31May 6, 202013F-HRchanges · EDGAR ↗
Q4 2019$537M34Feb 4, 202013F-HRchanges · EDGAR ↗
Q3 2019$493M33Nov 5, 201913F-HRchanges · EDGAR ↗
Q2 2019$494M33Aug 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$480M33Apr 30, 201913F-HRchanges · EDGAR ↗
Q4 2018$424M32Feb 5, 201913F-HRchanges · 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 ↗.