investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
Emery & Howard Portfolio Management

Legal Name: EMERY & HOWARD PORTFOLIO MANAGEMENT

Period of report: Jun 30, 2019
Effectiveness Date: Aug 9, 2019

Security Shares Held / Principal Amount Market Value Option
SPDR S&P 500 ETF TR TR UNIT (78462F103) 455,114 $133,348k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) 1,349,867 $56,303k
SCHWAB STRATEGIC TR (808524805) 1,258,744 $40,393k
VANGUARD INDEX FDS MID CAP ETF (922908629) 222,119 $37,129k
ISHARES TR CORE S&P500 ETF (464287200) 118,541 $34,940k
SCHWAB STRATEGIC TR (808524706) 1,140,750 $29,933k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553) 337,449 $29,493k
ISHARES TR RUSSELL 2000 ETF (464287655) 118,515 $18,429k
VANGUARD INTL EQUITY INDEX FD (922042676) 310,125 $18,297k
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508) 291,644 $16,650k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 357,277 $15,195k
SCHWAB STRATEGIC TR US SML CAP ETF (808524607) 178,608 $12,767k
ISHARES TR RUS 1000 ETF (464287622) 66,517 $10,828k
ISHARES (464287465) 121,078 $7,958k
INVESCO QQQ TR UNIT SER 1 (46090E103) 42,317 $7,902k
ISHARES TR (464288489) 199,768 $5,955k
ISHARES (464287234) 126,621 $5,433k
VANGUARD GROUP (921908844) 21,994 $2,533k
VANGUARD INDEX FDS SMALL CP ET (922908751) 14,461 $2,265k
SCHWAB STRATEGIC TR US REIT ETF (808524847) 26,676 $1,185k
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 6,890 $1,034k
DJ WL INTL RE EST (78463X863) 22,404 $868k
SPDR DOW JONES INDL (78467X109) 2,633 $700k
SPDR SERIES TRUST (78464A607) 5,840 $577k
INVESCO EXCHNG TRADED FD TR (46138E354) 10,188 $561k
PIMCO ETF TR (72201R775) 4,912 $528k
ISHARES TR (464288356) 8,488 $515k
VANGUARD INDEX FDS SM CP VAL ETF (922908611) 3,922 $512k
ISHARES (464287168) 4,799 $478k
SCHWAB STRATEGIC TR (808524201) 6,474 $454k
VANGUARD WHITEHALL FDS INC (921946406) 4,461 $390k
SELECT SECTOR SPDR (81369Y803) 3,085 $241k
ISHARES TR CORE HIGH DV ETF (46429B663) 2,306 $218k

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.