$104 Million is the total value of ELM ADVISORS, LLC's 73 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VSS | New | VANGUARD INTL FTSE INT'L EX-US | $214,000 | – | 2,000 | +100.0% | 0.21% | – |
| MSFT | New | MICROSOFT CORP | $207,000 | – | 5,055 | +100.0% | 0.20% | – |
| WFC | New | WELLS FARGO & CO NEW | $202,000 | – | 4,070 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL FTSE ALL WORLD E | 34 | Q1 2022 | 11.8% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 34 | Q1 2022 | 11.4% |
| ISHARES CORE S&P 500ETF | 34 | Q1 2022 | 8.5% |
| SPDR S&P 500 ETF TRUSTUNIT SER | 34 | Q1 2022 | 9.4% |
| SPDR S&P MIDCAP 400 ETFTR UTSE | 34 | Q1 2022 | 5.6% |
| VANGUARD SMALL-CAP INDEX FUND | 34 | Q1 2022 | 5.3% |
| VANGUARD S&P 500 ETF | 34 | Q1 2022 | 7.0% |
| VANGUARD LARGE-CAP INDEX FUND | 34 | Q1 2022 | 5.1% |
| VANGUARD REIT ETF | 34 | Q1 2022 | 3.8% |
| ISHARES S&P SMALL-CAP FUND | 34 | Q1 2022 | 3.9% |
View ELM ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-01 |
| 13F-HR | 2022-01-11 |
| 13F-HR | 2021-10-05 |
| 13F-HR | 2021-07-06 |
| 13F-HR | 2021-04-05 |
| 13F-HR | 2021-01-08 |
| 13F-HR | 2020-10-06 |
| 13F-HR | 2020-07-08 |
| 13F-HR | 2020-04-07 |
| 13F-HR | 2020-01-22 |
View ELM ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.