Elm Partners Management LLC

Q1 2025 13F Holdings

  • Location
    philadelphia, PA
  • Num holdings

    66

  • Value ($000)

    $1,553,086

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0001743941
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

SERIES PORTFOLIOS TR

ELM MARKET NAVIG
$267.59M
17 %

10,868,814

SCHP
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
$215.25M
14 %

8,004,702

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$145.05M
9 %

3,204,757

VGK
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
$136.06M
9 %

1,937,888

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$111.41M
7 %

405,360

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
$108.00M
7 %

1,072,775

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$75.73M
5 %

1,403,275

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
$72.08M
5 %

590,786

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
$57.60M
4 %

556,718

VPL
VPL

VANGUARD INTL EQUITY INDEX F

FTSE PACIFIC ETF
$51.16M
3 %

706,053

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