- New Purchases: GOOGL, GOOG, BAC, IEFA,
- Added Positions: IVV, VEU, IJR, VO, BND, EFA, BMY, COST, VSS, BRK.B, CL, EEM, IWC,
- Reduced Positions: SPY, VTI, VOO, AAPL, VNQ, VEA, IWR, IJH, MMM, GPC, SCZ, KMB, HPQ, HPE, WEC, SHW, QQQ, NVDA, MCD, BA, GE, VBR,
For the details of ELM ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/elm+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of ELM ADVISORS, LLC- Vanguard FTSE All-World ex-US ETF (VEU) - 308,241 shares, 10.48% of the total portfolio. Shares added by 1.57%
- Vanguard Total Stock Market ETF (VTI) - 97,915 shares, 10.13% of the total portfolio. Shares reduced by 1.17%
- iShares Core S&P 500 ETF (IVV) - 30,709 shares, 6.28% of the total portfolio. Shares added by 4.30%
- SPDR S&P 500 ETF Trust (SPY) - 29,656 shares, 6.04% of the total portfolio. Shares reduced by 4.06%
- Vanguard S&P 500 ETF (VOO) - 24,876 shares, 4.65% of the total portfolio. Shares reduced by 2.22%
Elm Advisors, Llc initiated holding in Alphabet Inc. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1484.40. The impact to a portfolio due to this purchase was 0.17%. The holding were 206 shares as of .
New Purchase: Alphabet Inc (GOOGL)Elm Advisors, Llc initiated holding in Alphabet Inc. The purchase prices were between $1177.92 and $1362.47, with an estimated average price of $1292.54. The stock is now traded at around $1482.25. The impact to a portfolio due to this purchase was 0.17%. The holding were 196 shares as of .
New Purchase: Bank of America Corp (BAC)Elm Advisors, Llc initiated holding in Bank of America Corp. The purchase prices were between $27.63 and $35.52, with an estimated average price of $32.44. The stock is now traded at around $34.26. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,375 shares as of .
New Purchase: iShares Core MSCI EAFE ETF (IEFA)Elm Advisors, Llc initiated holding in iShares Core MSCI EAFE ETF. The purchase prices were between $58.56 and $65.43, with an estimated average price of $62.77. The stock is now traded at around $65.60. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,160 shares as of .
Here is the complete portfolio of ELM ADVISORS, LLC. Also check out:
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