EHPM

Emery Howard Portfolio Management Portfolio holdings

AUM $773M
This Quarter Return
-1.01%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$464M
AUM Growth
+$464M
Cap. Flow
+$872K
Cap. Flow %
0.19%
Top 10 Hldgs %
84.24%
Holding
34
New
–
Increased
20
Reduced
13
Closed
–

Top Buys

1
SCHF icon
Schwab International Equity ETF
SCHF
$810K
2
IVV icon
iShares Core S&P 500 ETF
IVV
$794K
3
SCHM icon
Schwab US Mid-Cap ETF
SCHM
$279K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
$221K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
$175K

Top Sells

1
SPY icon
SPDR S&P 500 ETF Trust
SPY
$541K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$326K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$234K
4
VO icon
Vanguard Mid-Cap ETF
VO
$186K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
$174K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
DVY icon
26
iShares Select Dividend ETF
DVY
$20.6B
$447K 0.1%
4,703
+38
+0.8% +$3.61K
RWO icon
27
SPDR Dow Jones Global Real Estate ETF
RWO
$1.12B
$387K 0.08%
8,368
-607
-7% -$28.1K
VYM icon
28
Vanguard High Dividend Yield ETF
VYM
$63.6B
$386K 0.08%
4,678
-35
-0.7% -$2.89K
VBR icon
29
Vanguard Small-Cap Value ETF
VBR
$31.2B
$372K 0.08%
2,876
+13
+0.5% +$1.68K
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$58.8B
$363K 0.08%
5,752
+54
+0.9% +$3.41K
BOND icon
31
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.79B
$326K 0.07%
3,124
+582
+23% +$60.7K
SCHH icon
32
Schwab US REIT ETF
SCHH
$8.24B
$240K 0.05%
6,277
+707
+13% +$27K
HDV icon
33
iShares Core High Dividend ETF
HDV
$11.6B
$205K 0.04%
2,422
+22
+0.9% +$1.86K
SCHB icon
34
Schwab US Broad Market ETF
SCHB
$36.1B
$201K 0.04%
3,148
+13
+0.4% +$830
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