$811 Million is the total value of Elm Partners Management LLC's 33 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BBCA | New | JPMORGAN BETABUILDERS CANADAetf | $22,098,000 | – | 328,841 | +100.0% | 2.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
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.