EHPM

Emery Howard Portfolio Management Portfolio holdings

AUM $773M
This Quarter Return
+2.47%
1 Year Return
+18.85%
3 Year Return
+66.48%
5 Year Return
+77.35%
10 Year Return
–
AUM
$494M
AUM Growth
+$494M
Cap. Flow
+$1.91M
Cap. Flow %
0.39%
Top 10 Hldgs %
83.99%
Holding
33
New
–
Increased
21
Reduced
8
Closed
–

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
$631K
2
SCHF icon
Schwab International Equity ETF
SCHF
$359K
3
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
$350K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
$297K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$203K

Top Sells

1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$188K
2
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
$102K
3
SPY icon
SPDR S&P 500 ETF Trust
SPY
$88.8K
4
IWB icon
iShares Russell 1000 ETF
IWB
$77K
5
IWM icon
iShares Russell 2000 ETF
IWM
$28.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BOND icon
26
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.77B
$528K 0.11%
4,912
+243
+5% +$26.1K
CMF icon
27
iShares California Muni Bond ETF
CMF
$3.36B
$515K 0.1%
8,488
+45
+0.5% +$2.73K
VBR icon
28
Vanguard Small-Cap Value ETF
VBR
$31.2B
$512K 0.1%
3,922
+18
+0.5% +$2.35K
DVY icon
29
iShares Select Dividend ETF
DVY
$20.7B
$478K 0.1%
4,799
+42
+0.9% +$4.18K
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$58.5B
$454K 0.09%
6,474
+109
+2% +$7.64K
VYM icon
31
Vanguard High Dividend Yield ETF
VYM
$63.6B
$390K 0.08%
4,461
+30
+0.7% +$2.62K
XLK icon
32
Technology Select Sector SPDR Fund
XLK
$83B
$241K 0.05%
3,085
+11
+0.4% +$859
HDV icon
33
iShares Core High Dividend ETF
HDV
$11.7B
$218K 0.04%
2,306
-142
-6% -$13.4K
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