ELM ADVISORS, LLC

Q1 2022 13F Holdings

  • Location
    burlingame, CA
  • Num holdings

    45

  • Value ($000)

    $74,074

  • Date Filed
    04/01/2022
  • Form type
    13F-HR
  • CIK
    0001362987
  • 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 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEU

VANGUARD FTSE ALL-WORLD EX US INDEX FUND

ETF
922042775
$8.77M
12 %

152,327

V
VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND

ETF
922908769
$8.39M
11 %

36,863

V
VOO

VANGUARD S&P 500 ETF

ETF
922908363
$5.18M
7 %

12,466

I
IVV

ISHARES CORE S&P 500 ETF

ETF
464287200
$5.01M
7 %

11,048

S
SPY

SPDR S&P 500 ETF

ETF
78462F103
$4.91M
7 %

10,867

V
VV

VANGUARD LARGE-CAP INDEX FUND

ETF
922908637
$3.76M
5 %

18,050

V
VB

VANGUARD SMALL-CAP INDEX FUND

ETF
922908751
$3.27M
4 %

15,412

M
MDY

SPDR S&P MIDCAP 400 ETF

ETF
78467Y107
$2.74M
4 %

5,582

V
VNQ

VANGUARD REAL ESTATE ETF

ETF
922908553
$2.58M
4 %

23,786

V
VTV

VANGUARD VALUE INDEX FUND

ETF
922908744
$2.44M
3 %

16,500

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 45