ELM ADVISORS, LLC 13F Holdings
CIK 0001362987 · BURLINGAME, CA
As of Mar 31, 2022, ELM ADVISORS, LLC reported 45 positions worth $74.1K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 152,327 | $8.8K | 11.84% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 36,863 | $8.4K | 11.33% |
| VANGUARD 500 INDEX FUND | VOO | — | 12,466 | $5.2K | 6.99% |
| ISHARES CORE S&P 500 ETF | IVV | — | 11,048 | $5.0K | 6.77% |
| SPDR S&P 500 ETF TRUST | SPY | — | 10,867 | $4.9K | 6.63% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 18,050 | $3.8K | 5.08% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 15,412 | $3.3K | 4.42% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 5,582 | $2.7K | 3.70% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 23,786 | $2.6K | 3.48% |
| VANGUARD VALUE INDEX FUND | VTV | — | 16,500 | $2.4K | 3.29% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 20,383 | $2.2K | 2.97% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 27,961 |