Elm Partners Management LLC

Q4 2024 13F Holdings

  • Location
    philadelphia, PA
  • Num holdings

    68

  • Value ($000)

    $1,464,294

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001743941
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$259.86M
18 %

896,652

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$153.28M
11 %

3,480,467

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
$148.92M
10 %

1,157,812

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$123.40M
8 %

2,363,087

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
$116.87M
8 %

1,164,975

VGK
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
$97.82M
7 %

1,541,194

SCHP
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
$96.95M
7 %

3,753,515

IEUR
IEUR

ISHARES TR

CORE MSCI EURO
$56.78M
4 %

1,051,824

VPL
VPL

VANGUARD INTL EQUITY INDEX F

FTSE PACIFIC ETF
$53.00M
4 %

746,053

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$42.94M
3 %

443,147

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