$594 Million is the total value of Elm Partners Management LLC's 42 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD TOTAL STOCK MKT ETFetf | $88,474,000 | +10.8% | 519,488 | +1.9% | 14.88% | +4.5% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKEetf | $56,766,000 | +44.6% | 1,312,821 | +32.4% | 9.55% | +36.3% |
| VGK | Buy | VANGUARD FTSE EUROPE ETFetf | $52,345,000 | +32.7% | 998,379 | +27.3% | 8.80% | +25.0% |
| VPL | Buy | VANGUARD FTSE PACIFIC ETFetf | $24,990,000 | +27.4% | 367,234 | +19.2% | 4.20% | +20.1% |
| BBCA | Buy | JPMORGAN BETABUILDERS CANADAetf | $10,833,000 | +25.0% | 454,202 | +18.5% | 1.82% | +17.8% |
| SCHB | Buy | SCHWAB US BROAD MARKET ETFetf | $949,000 | +44.4% | 11,913 | +33.1% | 0.16% | +36.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | 20 | Q3 2023 | 19.9% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 12.2% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 13.4% |
| ISHARES INC | 20 | Q3 2023 | 10.2% |
| ISHARES TR | 20 | Q3 2023 | 10.2% |
| ISHARES TR | 20 | Q3 2023 | 17.8% |
| ISHARES TR | 20 | Q3 2023 | 6.4% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 6.0% |
| ISHARES TR | 20 | Q3 2023 | 4.6% |
| VANGUARD S&P 500 ETF | 20 | Q3 2023 | 5.6% |
View Elm Partners Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-21 |
View Elm Partners Management 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.