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10Elms LLP13F | |
| 10Elms LLP | |
| Last update 2025-05-13 | 198 Stocks (12 new) |
| Value $86.00 Mil | Turnover 6 % |
10Elms LLP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 118,303 | 8,949.6 | +9.00% | 10.450 | +0.86% | 0.010 | +11.52% | +19.59% | 141,328.0 | ||
XLK | Technology Select Sector SPDR ETF | 21,581 | 4,456.1 | +6.46% | 5.200 | +0.32% | 0.010 | +35.50% | +12.58% | 82,351.5 | ||
XLV | Health Care Select Sector SPDR | 28,129 | 4,107.1 | +5.83% | 4.800 | +0.26% | 0.010 | -2.23% | -3.34% | 33,140.0 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 69,685 | 3,760.9 | +10.49% | 4.390 | +0.42% | 0.000 | +18.91% | +18.34% | 99,158.0 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 18,425 | 3,148.6 | -1.03% | 3.680 | -0.04% | 0.010 | +14.25% | +3.80% | 53,112.1 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 33,351 | 3,123.7 | -3.58% | 3.650 | -0.14% | 0.010 | +3.59% | +5.42% | 23,553.1 | ||
BND | Vanguard Total Bond Market ETF | 39,512 | 2,902.2 | +3.81% | 3.390 | +0.12% | 0.000 | +1.26% | +3.27% | 127,496.0 | ||
SCHD | Schwab US Dividend Equity ETF | 101,487 | 2,837.6 | +0.39% | 3.310 | +0.01% | 0.000 | +7.34% | +0.77% | 70,469.5 | ||
SPY | SPDR S&P 500 ETF Trust | 4,379 | 2,449.6 | 0% | 2.860 | 0% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 45,876 | 2,239.7 | +5.42% | 2.620 | +0.13% | 0.000 | +0.50% | +1.56% | 66,226.8 |
10Elms LLP's Historical Top Holdings Breakdowns
10Elms LLP's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +0.86% | 69.57 ($74.78) 78.65 | $82.56 | 10.40% | Add 9% | 118,303 | 9,768 | |
IBDU |
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
| 2025-03-31 | Add Add | +0.43% | 22.61 ($22.93) 23.14 | $23.23 | 1.31% | Add 204.49% | 23,750 | 15,950 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Add Add | +0.42% | 50.83 ($53.83) 55.94 | $61.05 | 13.41% | Add 10.49% | 69,685 | 6,618 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Add Add | +0.32% | 206.38 ($226.74) 242.18 | $260.89 | 15.06% | Add 6.46% | 21,581 | 1,310 | |
IBDV |
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
| 2025-03-31 | Add Add | +0.28% | 21.11 ($21.49) 21.73 | $21.85 | 1.68% | Add 247.2% | 15,801 | 11,250 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Add Add | +0.27% | 198.1 ($216.92) 229.79 | $222.33 | 2.49% | Add 13.83% | 9,512 | 1,156 | |
XLV | Health Care Select Sector SPDR | 2025-03-31 | Add Add | +0.26% | 137.61 ($145.27) 149.68 | $131.84 | -9.24% | Add 5.83% | 28,129 | 1,550 | |
VYMI |
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
| 2025-03-31 | Add Add | +0.21% | 67.08 ($71.8) 76.14 | $80.12 | 11.59% | Add 13.73% | 20,018 | 2,417 | |
IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
| 2025-03-31 | Add Add | +0.19% | 23.9 ($24.05) 24.18 | $24.20 | 0.62% | Add 25.89% | 32,820 | 6,750 | |
LNT | Alliant Energy Corp | 2025-03-31 | New Buy New Buy | +0.18% | 56.66 ($61.16) 66.04 | $64.13 | 4.86% | New holding | 2,388 | 2,388 |
10Elms LLP Total Holding History ($B)
10Elms LLP's Asset Allocation
10Elms LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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10Elms LLP's Hypothetical Growth since 2025-03-31
10Elms LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
10Elms LLP's Holdings Heat Map
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10Elms LLP's Holdings Bubble Chart
10Elms LLP News
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