Emery Howard Portfolio Management, Inc.
Q1 2014 13F-HR Holdings
Net value change ($000)
+5,657
(1.9%)
New positions
0
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| SPY | 2,498 | 2.3% |
| VNQ | 1,796 | 13.2% |
| ATMP | 1,329 | 12.6% |
| VO | 1,107 | 4.3% |
| IVV | 878 | 7.3% |
| VWO | 607 | 3.5% |
| SCHWAB STRATEGIC TRUST | 473 | 17.6% |
| SCHM | 330 | 23.4% |
| SCHE | 153 | 35.9% |
| SCHA | 145 | 23.3% |
Top Reduces (Value $000, Stocks/ETFs)
| WISDOMTREE BRAZILIAN REAL FUND | -2,432 | -100.0% |
| GLD | -525 | -49.6% |
| VEA | -450 | -0.8% |
| IWB | -164 | -1.9% |
| DIA | -142 | -11.8% |
| IFGL | -96 | -2.6% |
| IWM | -66 | -0.4% |
| INVSC QQQ TRUST SRS 1 ETF | -7 | -0.4% |
| EEM | -1 | -0.1% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|