ELM ADVISORS, LLC
Q1 2022 13F Holdings
- Locationburlingame, CA
- Num holdings
45
- Value ($000)
$74,074
- Date Filed04/01/2022
- Form type13F-HR
- CIK0001362987
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND | ETF | 922042775 | $8.77M | 12 % | 152,327 | ||
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND | ETF | 922908769 | $8.39M | 11 % | 36,863 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $5.18M | 7 % | 12,466 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $5.01M | 7 % | 11,048 | ||
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $4.91M | 7 % | 10,867 | ||
VV VANGUARD LARGE-CAP INDEX FUND | ETF | 922908637 | $3.76M | 5 % | 18,050 | ||
VB VANGUARD SMALL-CAP INDEX FUND | ETF | 922908751 | $3.27M | 4 % | 15,412 | ||
MDY SPDR S&P MIDCAP 400 ETF | ETF | 78467Y107 | $2.74M | 4 % | 5,582 | ||
VNQ VANGUARD REAL ESTATE ETF | ETF | 922908553 | $2.58M | 4 % | 23,786 | ||
VTV VANGUARD VALUE INDEX FUND | ETF | 922908744 | $2.44M | 3 % | 16,500 |
Rows Per Page
1 - 10 of 4510
- 10
- 50
- 100