Emery Howard Portfolio Management, Inc. (CIK: 0001495703) is a financial institution headquartered at 400 South El Camino Real, Suite 700, , Burlingame, California 94402. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2021-12-31), the institution manages a portfolio valued at $773.44 M, comprising 48 distinct securities. Over its filing history, it has submitted 35 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2021 — Top-10 concentration: 84.1%. Quarterly turnover: 0.5%. ▲ 2 new, +29 added, −12 reduced, ×1 exited.

Top Buys

Q4 2021

1. VOO Vanguard S&P 500 Etf

+$20.09 M

2. VEA Vanguard Ftse Developed Markets Etf

+$10.49 M

3. VB Vanguard Small-Cap Etf

+$6.73 M

4. VWO Vanguard Ftse Emerging Markets Etf

+$6.14 M

5. VO Vanguard Mid-Cap Etf

+$2.87 M

Top Sells

Q4 2021

1. SPY Spdr S&P 500 Etf Trust

−$1.13 M

2. VIG Vanguard Dividend Appreciation Etf

−$507,797.41

3. SCHX Schwab Us Large-Cap Etf

−$378,920.63

4. SCHM Schwab Us Mid-Cap Etf

−$345,764.77

5. QQQ Invesco Qqq Trust Series I

−$313,896.84

Stocks/ETFs

+13.26%

$773.44 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Spdr S&P 500 Etf Trust ETF-SPY	419,185	$199.1 M	25.74%	▼ 2,379	Reduce -0.6%
Vanguard Ftse Developed Markets Etf ETF-VEA	2.09 M	$106.6 M	13.78%	▲ 205,356	Add 10.9%
Vanguard S&P 500 Etf ETF-VOO	199,160	$86.95 M	11.24%	▲ 46,018	Add 30.1%
Vanguard Mid-Cap Etf ETF-VO	245,430	$62.53 M	8.08%	▲ 11,268	Add 4.8%
Ishares Core S&P 500 Etf ETF-IVV	108,112	$51.57 M	6.67%	▼ 461	Reduce -0.4%
Vanguard Ftse Emerging Markets Etf ETF-VWO	734,601	$36.33 M	4.70%	▲ 124,100	Add 20.3%
Vanguard Small-Cap Etf ETF-VB	148,845	$33.64 M	4.35%	▲ 29,776	Add 25.0%
Schwab International Equity Etf ETF-SCHF	665,003	$25.85 M	3.34%	▲ 6,640	Add 1.0%
Schwab Emerging Markets Equity Etf ETF-SCHE	846,767	$25.08 M	3.24%	▲ 13,284	Add 1.6%
Invesco Qqq Trust Series I ETF-QQQ	57,166	$22.74 M	2.94%	▼ 789	Reduce -1.4%

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Emery Howard Portfolio Management, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Emery Howard Portfolio Management, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 35 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Emery Howard Portfolio Management, Inc. Quarterly 13F Statistics

Discover detailed insights into Emery Howard Portfolio Management, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Emery Howard Portfolio Management, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Emery Howard Portfolio Management, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Emery Howard Portfolio Management, Inc. 13F Filings, Portfolio & Analysis

Emery Howard Portfolio Management, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2021)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2021)

Historical Portfolio Charts

Emery Howard Portfolio Management, Inc.'s Portfolio

Emery Howard Portfolio Management, Inc. Quarterly 13F Statistics

Emery Howard Portfolio Management, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)