EA
| |
ELM ADVISORS, LLC13F | |
| ELM ADVISORS, LLC | |
| Last update 2022-04-02 | 45 Stocks (0 new) |
| Value $74.00 Mil | Turnover 0 % |
ELM ADVISORS, LLC Top Holdings of 2022-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEU | Vanguard FTSE All-World ex-US ETF | 152,327 | 8,773.0 | -45.22% | 11.840 | -4.28% | 0.030 | +24.90% | +18.25% | 43,907.0 | ||
VTI | Vanguard Total Stock Market ETF | 36,863 | 8,393.0 | -46.37% | 11.330 | -4.27% | 0.000 | +25.78% | +6.16% | 469,643.8 | ||
VOO | Vanguard S&P 500 ETF | 12,466 | 5,176.0 | -38.25% | 6.990 | -1.87% | 0.000 | +25.30% | +6.58% | 651,571.6 | ||
IVV | iShares Core S&P 500 ETF | 11,048 | 5,012.0 | -52.10% | 6.770 | -3.18% | 0.000 | +25.51% | +6.68% | 619,727.2 | ||
SPY | S&P 500 ETF TRUST ETF | 10,867 | 4,908.0 | -51.74% | 6.630 | -3.07% | 0.000 | +25.48% | +6.62% | 638,833.4 | ||
VV | Vanguard Large Cap ETF | 18,050 | 3,763.0 | -42.59% | 5.080 | -1.64% | 0.010 | +25.94% | +6.94% | 40,106.2 | ||
VB | Vanguard Small Cap ETF | 15,412 | 3,275.0 | -52.79% | 4.420 | -2.16% | 0.010 | +25.54% | +1.63% | 60,874.7 | ||
MDY | S&P MidCap 400 ETF | 5,582 | 2,738.0 | -60.95% | 3.700 | -2.51% | 0.010 | +24.44% | +2.54% | 23,414.5 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 23,786 | 2,578.0 | -48.83% | 3.480 | -1.46% | 0.010 | +12.99% | +2.25% | 33,120.4 | ||
VTV | Vanguard Value ETF | 16,500 | 2,438.0 | -41.74% | 3.290 | -0.97% | 0.000 | +16.65% | +6.50% | 132,313.4 |
ELM ADVISORS, LLC's Historical Top Holdings Breakdowns
ELM ADVISORS, LLC Total Holding History ($B)
ELM ADVISORS, LLC's Asset Allocation
ELM ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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ELM ADVISORS, LLC's Hypothetical Growth since 2022-03-31
ELM ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ELM ADVISORS, LLC's Holdings Heat Map
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ELM ADVISORS, LLC's Holdings Bubble Chart
ELM ADVISORS, LLC News
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