Legal Name: EMERY & HOWARD PORTFOLIO MANAGEMENT
報告期間:
Jun 30, 2019
有効日:
Aug 9, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
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 |
|