- New Purchases: VBR, PYPL, AMAT, IWC, LOW,
- Added Positions: VEU, VO, VSS, VTV, BND,
- Reduced Positions: SPY, VEA, IVV, MDY, IWR, AAPL, IJS, IJR, COST, BRK.B, VWO, MSFT, VUG, VNQ, VB, MCD, MRK, NVDA, KO, QQQ, DOV, JNJ, CMCSA, SCZ, GOOGL, IBM, IJH, GOOG, WM, PG, IBB, GWX, WEC, MMM,
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 Total Stock Market (VTI) - 95,153 shares, 10.55% of the total portfolio. Shares added by 0.18%
- Vanguard FTSE All World Ex US (VEU) - 297,639 shares, 10.04% of the total portfolio. Shares added by 2.55%
- iShares Core S&P 500 (IVV) - 29,561 shares, 6.49% of the total portfolio. Shares reduced by 3.21%
- SPDR S&P 500 (SPY) - 25,737 shares, 5.62% of the total portfolio. Shares reduced by 12.14%
- Vanguard S&P 500 (VOO) - 24,925 shares, 5.01% of the total portfolio. Shares reduced by 0.46%
Elm Advisors, Llc initiated holding in Vanguard Small-Cap Value. The purchase prices were between $81.16 and $120.46, with an estimated average price of $100.14. The stock is now traded at around $102.46. The impact to a portfolio due to this purchase was 0.36%. The holding were 4,710 shares as of .
New Purchase: PayPal Holdings Inc (PYPL)Elm Advisors, Llc initiated holding in PayPal Holdings Inc. The purchase prices were between $91.38 and $174.23, with an estimated average price of $137.26. The stock is now traded at around $183.23. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,745 shares as of .
New Purchase: iShares Microcap (IWC)Elm Advisors, Llc initiated holding in iShares Microcap. The purchase prices were between $60.64 and $91.45, with an estimated average price of $77.83. The stock is now traded at around $83.90. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,724 shares as of .
New Purchase: Applied Materials Inc (AMAT)Elm Advisors, Llc initiated holding in Applied Materials Inc. The purchase prices were between $42.28 and $61.27, with an estimated average price of $53.76. The stock is now traded at around $63.49. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,050 shares as of .
New Purchase: Lowe's Companies Inc (LOW)Elm Advisors, Llc initiated holding in Lowe's Companies Inc. The purchase prices were between $80.42 and $135.65, with an estimated average price of $113.61. The stock is now traded at around $135.61. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,625 shares as of .
Here is the complete portfolio of ELM ADVISORS, LLC. Also check out:
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