Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2023 |
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.