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Elm Advisors, Llc Buys Schwab U.S. Large-Cap Value, iShares MSCI EAFE Small-Cap ETF, NVIDIA Corp

Burlingame, CA, based Investment company Elm Advisors, Llc buys Schwab U.S. Large-Cap Value, iShares MSCI EAFE Small-Cap ETF, NVIDIA Corp, iShares Microcap, AutoZone Inc, Entergy Corp, Vanguard Short-Term Inflation-Protected Securities, Vanguard Small-Cap Value during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Elm Advisors, Llc. As of 2019Q1, Elm Advisors, Llc owns 87 stocks with a total value of $142 million. These are the details of the buys and sells.

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
  1. Vanguard FTSE All World Ex US (VEU) - 289,775 shares, 10.24% of the total portfolio. Shares added by 1.24%
  2. Vanguard Total Stock Market (VTI) - 99,924 shares, 10.19% of the total portfolio. Shares reduced by 2.02%
  3. SPDR S&P 500 (SPY) - 31,546 shares, 6.28% of the total portfolio. Shares reduced by 0.58%
  4. iShares Core S&P 500 (IVV) - 30,957 shares, 6.21% of the total portfolio. Shares added by 0.40%
  5. SPDR MidCap Trust Series I (MDY) - 19,001 shares, 4.62% of the total portfolio. Shares added by 1.88%
New Purchase: Schwab U.S. Large-Cap Value (SCHV)

Elm Advisors, Llc initiated holding in Schwab U.S. Large-Cap Value. The purchase prices were between $48.54 and $55.48, with an estimated average price of $53.19. The stock is now traded at around $55.71. The impact to a portfolio due to this purchase was 0.25%. The holding were 6,410 shares as of .

New Purchase: NVIDIA Corp (NVDA)

Elm Advisors, Llc initiated holding in NVIDIA Corp. The purchase prices were between $127.99 and $183.94, with an estimated average price of $154.95. The stock is now traded at around $190.99. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,355 shares as of .

New Purchase: iShares Microcap (IWC)

Elm Advisors, Llc initiated holding in iShares Microcap. The purchase prices were between $82.45 and $97.19, with an estimated average price of $92.02. The stock is now traded at around $95.02. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,496 shares as of .

New Purchase: Entergy Corp (ETR)

Elm Advisors, Llc initiated holding in Entergy Corp. The purchase prices were between $84 and $96.51, with an estimated average price of $90.27. The stock is now traded at around $93.61. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,200 shares as of .

New Purchase: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Elm Advisors, Llc initiated holding in Vanguard Short-Term Inflation-Protected Securities. The purchase prices were between $47.91 and $48.71, with an estimated average price of $48.27. The stock is now traded at around $48.69. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,290 shares as of .

New Purchase: AutoZone Inc (AZO)

Elm Advisors, Llc initiated holding in AutoZone Inc. The purchase prices were between $811.37 and $1024.12, with an estimated average price of $896.18. The stock is now traded at around $1043.81. The impact to a portfolio due to this purchase was 0.15%. The holding were 210 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Elm Advisors, Llc added to a holding in iShares MSCI EAFE Small-Cap ETF by 23.35%. The purchase prices were between $51.31 and $58.06, with an estimated average price of $55.94. The stock is now traded at around $58.58. The impact to a portfolio due to this purchase was 0.23%. The holding were 29,560 shares as of .



Here is the complete portfolio of ELM ADVISORS, LLC. Also check out:

1. ELM ADVISORS, LLC's Undervalued Stocks
2. ELM ADVISORS, LLC's Top Growth Companies, and
3. ELM ADVISORS, LLC's High Yield stocks
4. Stocks that ELM ADVISORS, LLC keeps buying

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