Elm Advisors

Latest statistics and disclosures from Elm Advisors's latest quarterly 13F-HR filing:

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Positions held by ELM ADVISORS consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Elm Advisors

Companies in the Elm Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 9.6 $16M -7% 270k 58.36
Vanguard Total Stock Market Index Fund Etf (VTI) 8.7 $14M -11% 73k 194.63
Ishares Core S&p 500 Etf Etf (IVV) 6.1 $9.9M -7% 27k 375.41
Spdr S&p 500 Etf Etf (SPY) 5.8 $9.5M 25k 373.88
Vanguard Small-cap Index Fund Etf (VB) 4.4 $7.2M -11% 37k 194.68
Vanguard S&p 500 Etf Etf (VOO) 4.1 $6.7M -20% 20k 343.71
Spdr S&p Midcap 400 Etf Etf (MDY) 4.0 $6.5M -9% 16k 419.91
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 3.8 $6.3M 18.00 347833.33
Vanguard Large-cap Index Fund Etf (VV) 3.4 $5.6M -2% 32k 175.75
Apple Stock (AAPL) 3.1 $5.1M 39k 132.70
Ishares S&p Small-cap Fund Etf (IJR) 2.8 $4.6M -9% 50k 91.91
Vanguard Real Estate Etf Etf (VNQ) 2.5 $4.1M -5% 48k 84.92
Vanguard Total International Stock Etf Etf (VXUS) 2.0 $3.3M -9% 54k 60.15
Vanguard Value Index Fund Etf (VTV) 1.9 $3.1M +4% 26k 118.96

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Ishares Russell Mid-cap Etf Etf (IWR) 1.8 $2.9M -12% 43k 68.56
Vanguard Mid-cap Index Fund Etf (VO) 1.8 $2.9M -10% 14k 206.75
Vanguard Tax-exempt Bond Etf Etf (VTEB) 1.6 $2.7M 49k 55.19
Amazon Stock (AMZN) 1.5 $2.5M 760.00 3256.58
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.3 $2.1M 44k 47.21
Invesco Qqq Trust Etf (QQQ) 1.3 $2.1M -18% 6.5k 313.81
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 1.1 $1.8M -3% 26k 68.36
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.9 $1.5M -5% 31k 50.09
Sherwin Williams Stock (SHW) 0.9 $1.4M 1.9k 735.06
Ishares California Muni Bond Etf Etf (CMF) 0.8 $1.4M 22k 62.83
Vanguard Total Bond Market Index Fund Etf (BND) 0.7 $1.1M +25% 13k 88.17
Ishares Russell 2000 Etf Etf (IWM) 0.7 $1.1M -7% 5.6k 196.06
Procter And Gamble Stock (PG) 0.6 $977k 7.0k 139.11
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf (VSS) 0.6 $969k -21% 8.0k 121.83
Ishares Msci Eafe Etf Etf (EFA) 0.6 $915k -8% 13k 72.97
Union Pac Corp Stock (UNP) 0.5 $885k -11% 4.3k 208.14
Daily Journal Corp Stock (DJCO) 0.5 $856k 2.1k 403.77
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.5 $829k -2% 12k 70.15
Technology Select Sector Spdr Fund Etf (XLK) 0.5 $819k -4% 6.3k 130.00
Ishares Nasdaq Biotechnology Index Fund Etf (IBB) 0.5 $819k 5.4k 151.50
Johnson & Johnson Stock (JNJ) 0.5 $815k -11% 5.2k 157.37
Waste Mgmt Inc Del Stock (WM) 0.5 $811k -18% 6.9k 117.96
Intel Corp Stock (INTC) 0.5 $795k -4% 16k 49.84
Costco Whsl Corp Stock (COST) 0.5 $778k -9% 2.1k 376.94
International Business Machs Stock (IBM) 0.5 $749k -8% 6.0k 125.84
Merck & Co Stock (MRK) 0.4 $702k -15% 8.6k 81.86
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.4 $671k 7.8k 86.24
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.4 $655k +44% 8.1k 81.28
General Dynamics Corp Stock (GD) 0.4 $651k 4.4k 148.80
Microsoft Corp Stock (MSFT) 0.4 $648k -2% 2.9k 222.53
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $643k -23% 2.8k 231.71
Deere & Co Stock (DE) 0.4 $635k -15% 2.4k 269.18
Coca Cola Stock (KO) 0.4 $621k 11k 54.81
Vanguard Small-cap Value Index Fund Etf (VBR) 0.4 $621k +3% 4.4k 142.27
Spdr Bloomberg Barclays 1-3 Month T-bill Etf Etf (BIL) 0.4 $610k +182% 6.7k 91.45
Wec Energy Group Stock (WEC) 0.4 $598k -11% 6.5k 91.97
Mcdonalds Corp Stock (MCD) 0.4 $590k -10% 2.8k 214.47
3M Stock (MMM) 0.3 $571k 3.3k 174.89
Spdr S&p International Small Cap Etf Etf (GWX) 0.3 $532k 15k 35.38
Fedex Corp Stock (FDX) 0.3 $441k -15% 1.7k 259.41
Jpmorgan Chase & Co Stock (JPM) 0.3 $434k -13% 3.4k 127.20
Chevron Corp Stock (CVX) 0.3 $417k 4.9k 84.41
Comcast Corp New Cl A Stock (CMCSA) 0.3 $414k -15% 7.9k 52.42
Genuine Parts Stock (GPC) 0.2 $380k -2% 3.8k 100.53
Paypal Hldgs Stock (PYPL) 0.2 $375k -2% 1.6k 234.38
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $349k -14% 6.8k 51.70
Agilent Technologies Stock (A) 0.2 $314k -16% 2.6k 118.54
Pepsico Stock (PEP) 0.2 $309k -22% 2.1k 148.20
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.2 $307k +7% 6.0k 51.04
Ishares Msci Japan Etf Etf (EWJ) 0.2 $304k 4.5k 67.56
Ishares S&p Midcap Fund Etf (IJH) 0.2 $304k 1.3k 229.61
Colgate Palmolive Stock (CL) 0.2 $302k -18% 3.5k 85.48
Dover Corp Stock (DOV) 0.2 $287k -15% 2.3k 126.38
Applied Matls Stock (AMAT) 0.2 $286k -18% 3.3k 86.40
Bristol-myers Squibb Stock (BMY) 0.2 $284k -30% 4.6k 62.10
Ishares Micro-cap Etf Etf (IWC) 0.2 $275k -5% 2.3k 118.84
Kimberly-clark Corp Stock (KMB) 0.2 $263k -27% 2.0k 134.87
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.2 $262k -37% 4.4k 59.55
HP Stock (HPQ) 0.2 $261k -8% 11k 24.55
Vanguard Short-term Bond Index Fund Etf (BSV) 0.2 $248k NEW 3.0k 82.89
Old Rep Intl Corp Stock (ORI) 0.1 $243k -6% 12k 19.71
Lowes Cos Stock (LOW) 0.1 $237k -9% 1.5k 160.68
Target Corp Stock (TGT) 0.1 $229k -7% 1.3k 176.15
Entergy Corp Stock (ETR) 0.1 $220k 2.2k 100.00
California Wtr Svc Group Stock (CWT) 0.1 $218k -19% 4.0k 54.07
United Parcel Service Inc Cl B Stock (UPS) 0.1 $202k NEW 1.2k 168.33
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $200k NEW 2.2k 91.12
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $195k NEW 111.00 1756.76
Ametek Stock (AME) 0.1 $194k NEW 1.6k 121.25
Bk Of America Corp Stock (BAC) 0.1 $193k NEW 6.4k 30.27
Ishares Europe Etf Etf (IEV) 0.1 $192k NEW 4.0k 48.00
Boeing Stock (BA) 0.1 $180k NEW 842.00 213.78
General Mls Stock (GIS) 0.1 $176k NEW 3.0k 58.67
Fidelity Nasdaq Composite Index Tracking Stock Fund Etf (ONEQ) 0.1 $163k NEW 325.00 501.54
Walmart Stock (WMT) 0.1 $161k NEW 1.1k 144.39
Mcgrath Rentcorp Stock (MGRC) 0.1 $161k NEW 2.4k 67.08
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $159k NEW 91.00 1747.25
Pfizer Stock (PFE) 0.1 $158k NEW 4.3k 36.81
Keysight Technologies Stock (KEYS) 0.1 $153k NEW 1.2k 132.12
Progressive Corp Stock (PGR) 0.1 $148k NEW 1.5k 98.67
Ishares Latin America 40 Etf Etf (ILF) 0.1 $147k NEW 5.0k 29.40
Arrow Electrs Stock (ARW) 0.1 $144k NEW 1.5k 97.43
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.1 $140k NEW 3.3k 41.85
Autozone Stock (AZO) 0.1 $138k NEW 116.00 1189.66
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.1 $135k NEW 980.00 137.76
Hewlett Packard Enterprise Stock (HPE) 0.1 $135k -7% 11k 11.86
Vanguard Health Care Index Fund Etf (VHT) 0.1 $134k NEW 600.00 223.33
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.1 $133k NEW 1.8k 73.08
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $130k NEW 1.8k 72.22
Vanguard Growth Index Fund Etf (VUG) 0.1 $122k NEW 480.00 254.17
Dupont De Nemours Stock (DD) 0.1 $120k NEW 1.7k 71.13
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $119k NEW 1.1k 113.33
Unitedhealth Group Stock (UNH) 0.1 $116k NEW 330.00 351.52
Ball Corp Stock (BLL) 0.1 $114k NEW 1.2k 93.44
Ishares Russell 2000 Value Etf Etf (IWN) 0.1 $110k NEW 835.00 131.74
Verizon Communications Stock (VZ) 0.1 $110k NEW 1.9k 58.95
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $109k NEW 1.3k 86.51
Chubb Stock (CB) 0.1 $108k NEW 702.00 153.85
Vanguard Extended Market Index Fund Etf (VXF) 0.1 $107k NEW 650.00 164.62
Exxon Mobil Corp Stock (XOM) 0.1 $106k NEW 2.6k 41.09
BP Adr (BP) 0.1 $105k NEW 5.1k 20.61
Kellogg Stock (K) 0.1 $103k NEW 1.7k 62.42
NVR Stock (NVR) 0.1 $102k NEW 25.00 4080.00
Newmont Corp Stock (NEM) 0.1 $101k NEW 1.7k 60.15
Consolidated Edison Stock (ED) 0.1 $101k NEW 1.4k 72.25
Ebay Stock (EBAY) 0.1 $100k NEW 2.0k 50.00
Worthington Inds Stock (WOR) 0.1 $95k NEW 1.9k 51.35
Dow Stock (DOW) 0.1 $94k NEW 1.7k 55.72
Disney Walt Stock (DIS) 0.1 $91k NEW 501.00 181.64
Dte Energy Stock (DTE) 0.1 $91k NEW 750.00 121.33
Granite Constr Stock (GVA) 0.1 $90k NEW 3.4k 26.67
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $90k NEW 1.4k 63.03
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $87k NEW 1.4k 62.14
Home Depot Stock (HD) 0.1 $86k NEW 325.00 264.62
Oracle Corp Stock (ORCL) 0.1 $83k NEW 1.3k 64.34
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $83k NEW 2.4k 34.30
Vulcan Matls Stock (VMC) 0.1 $82k NEW 550.00 149.09
Applied Indl Technologies Stock (AIT) 0.0 $78k NEW 1.0k 78.00
General Electric Stock (GE) 0.0 $75k NEW 7.0k 10.75
Travelers Companies Stock (TRV) 0.0 $75k NEW 536.00 139.93
Ishares Russell 1000 Etf Etf (IWB) 0.0 $74k NEW 350.00 211.43
Cisco Sys Stock (CSCO) 0.0 $73k NEW 1.6k 44.51
Visa Inc Com Cl A Stock (V) 0.0 $73k NEW 335.00 217.91
Qualcomm Stock (QCOM) 0.0 $71k NEW 468.00 151.71
Wells Fargo Stock (WFC) 0.0 $69k NEW 2.3k 30.13
Schwab International Small-cap Equity Etf Etf (SCHC) 0.0 $68k NEW 1.8k 37.78
Emerson Elec Stock (EMR) 0.0 $66k NEW 825.00 80.00
Alleghany Corp Del Stock (Y) 0.0 $66k NEW 110.00 600.00
Becton Dickinson & Co Stock (BDX) 0.0 $66k NEW 265.00 249.06
Abbott Labs Stock (ABT) 0.0 $66k NEW 605.00 109.09
Mattel Stock (MAT) 0.0 $66k NEW 3.8k 17.37
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $65k NEW 2.2k 29.61
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $65k NEW 265.00 245.28
Corteva Stock (CTVA) 0.0 $65k NEW 1.7k 38.53
Stanley Black & Decker Stock (SWK) 0.0 $61k NEW 344.00 177.33
Te Connectivity Ltd Reg Stock (TEL) 0.0 $61k NEW 500.00 122.00
Laboratory Corp Amer Hldgs Stock (LH) 0.0 $61k NEW 300.00 203.33
Zimmer Biomet Holdings Stock (ZBH) 0.0 $60k NEW 387.00 155.04
Ishares Msci South Korea Etf Etf (EWY) 0.0 $60k NEW 700.00 85.71
Exact Sciences Corp Stock (EXAS) 0.0 $60k NEW 450.00 133.33
At&t Stock (T) 0.0 $59k NEW 2.0k 28.92
Philip Morris Intl Stock (PM) 0.0 $59k NEW 713.00 82.75
S&p Global Stock (SPGI) 0.0 $58k NEW 175.00 331.43
Spdr Gold Shares Etf (GLD) 0.0 $58k NEW 325.00 178.46
Sempra Energy Stock (SRE) 0.0 $55k NEW 435.00 126.44
Lancaster Colony Corp Stock (LANC) 0.0 $55k NEW 300.00 183.33
Cable One Stock (CABO) 0.0 $53k NEW 24.00 2208.33
Xerox Holdings Corp Stock (XRX) 0.0 $52k NEW 2.3k 23.11
Us Bancorp Del Stock (USB) 0.0 $51k NEW 1.1k 46.36
Automatic Data Processing Stock (ADP) 0.0 $48k NEW 275.00 174.55
Ishares Phlx Sox Semiconductor Sector Index Fund Etf (SOXX) 0.0 $47k NEW 125.00 376.00
Energizer Hldgs Stock (ENR) 0.0 $47k NEW 1.1k 42.19
Nextera Energy Stock (NEE) 0.0 $46k NEW 600.00 76.67
Edison Intl Stock (EIX) 0.0 $46k NEW 733.00 62.76
Novartis Adr (NVS) 0.0 $45k NEW 475.00 94.74
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $44k NEW 747.00 58.90
Eog Res Stock (EOG) 0.0 $44k NEW 875.00 50.29
Abbvie Stock (ABBV) 0.0 $43k NEW 400.00 107.50
Mexico Cef (MXF) 0.0 $41k NEW 3.0k 13.67
Bank New York Mellon Corp Stock (BK) 0.0 $41k NEW 975.00 42.05
Ishares Msci Israel Etf Etf (EIS) 0.0 $40k NEW 625.00 64.00
Eiger Biopharmaceuticals Stock (EIGR) 0.0 $39k NEW 3.2k 12.34
Air Transport Services Grp Stock (ATSG) 0.0 $38k NEW 1.2k 31.67
Aberdeen Standard Physical Silver Shares Etf Etf (SIVR) 0.0 $37k NEW 1.4k 25.61
Ishares National Muni Bond Etf Etf (MUB) 0.0 $36k NEW 310.00 116.13
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.0 $35k NEW 650.00 53.85
Eversource Energy Stock (ES) 0.0 $35k NEW 410.00 85.37
Ppg Inds Stock (PPG) 0.0 $32k NEW 220.00 145.45
Corning Stock (GLW) 0.0 $30k NEW 840.00 35.71
Northrop Grumman Corp Stock (NOC) 0.0 $30k NEW 100.00 300.00
Fastenal Stock (FAST) 0.0 $29k NEW 600.00 48.33
Archer Daniels Midland Stock (ADM) 0.0 $28k NEW 561.00 49.91
Edgewell Pers Care Stock (EPC) 0.0 $28k NEW 800.00 35.00
Ishares Msci Hong Kong Etf Etf (EWH) 0.0 $25k NEW 1.0k 25.00
American Elec Pwr Stock (AEP) 0.0 $25k NEW 300.00 83.33
Schwab Fundamental International Large Company Index Etf Etf (FNDF) 0.0 $24k NEW 830.00 28.92
Vanguard Financials Index Fund Etf (VFH) 0.0 $24k NEW 330.00 72.73
Sanofi Adr (SNY) 0.0 $24k NEW 500.00 48.00
Ishares Preferred And Income Securities Etf Etf (PFF) 0.0 $24k NEW 625.00 38.40
Cummins Stock (CMI) 0.0 $24k NEW 105.00 228.57
Ameren Corp Stock (AEE) 0.0 $23k NEW 300.00 76.67
Tjx Cos Stock (TJX) 0.0 $23k NEW 330.00 69.70
Toyota Motor Corp Sp Adr Rep2com Adr (TM) 0.0 $23k NEW 150.00 153.33
Waste Connections Stock (WCN) 0.0 $23k NEW 225.00 102.22
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $22k NEW 250.00 88.00
Graco Stock (GGG) 0.0 $21k NEW 295.00 71.19
Dxc Technology Stock (DXC) 0.0 $20k NEW 791.00 25.28
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $20k NEW 75.00 266.67
Clorox Co Del Stock (CLX) 0.0 $20k NEW 100.00 200.00
Walgreens Boots Alliance Stock (WBA) 0.0 $20k NEW 500.00 40.00
Amgen Stock (AMGN) 0.0 $20k NEW 89.00 224.72
American Express Stock (AXP) 0.0 $20k NEW 165.00 121.21
Ishares Tips Bond Etf Etf (TIP) 0.0 $19k NEW 150.00 126.67
Illinois Tool Wks Stock (ITW) 0.0 $19k NEW 95.00 200.00
Starbucks Corp Stock (SBUX) 0.0 $18k NEW 169.00 106.51
Whirlpool Corp Stock (WHR) 0.0 $18k NEW 100.00 180.00
Ford Mtr Co Del Stock (F) 0.0 $18k NEW 2.0k 9.00
Chemours Stock (CC) 0.0 $18k NEW 731.00 24.62
Sony Corp Adr (SNE) 0.0 $18k NEW 175.00 102.86
Evergy Stock (EVRG) 0.0 $17k NEW 314.00 54.14
Cdk Global Stock (CDK) 0.0 $17k NEW 322.00 52.80
Vanguard Total World Stock Index Fund Etf (VT) 0.0 $16k NEW 177.00 90.40
Facebook Inc Cl A Stock (FB) 0.0 $16k NEW 60.00 266.67
Ishares U.s. Utilities Etf Etf (IDU) 0.0 $16k NEW 200.00 80.00
Honeywell Intl Stock (HON) 0.0 $16k NEW 75.00 213.33
Keycorp Stock (KEY) 0.0 $15k NEW 900.00 16.67
Equity Residential Sh Ben Int Reit (EQR) 0.0 $15k NEW 245.00 61.22
Sysco Corp Stock (SYY) 0.0 $15k NEW 200.00 75.00
Capital One Finl Corp Stock (COF) 0.0 $15k NEW 150.00 100.00
Duke Energy Corp Stock (DUK) 0.0 $14k NEW 156.00 89.74
Anheuser Busch Inbev Sa Adr (BUD) 0.0 $14k NEW 200.00 70.00
Avery Dennison Corp Stock (AVY) 0.0 $13k NEW 85.00 152.94
State Str Corp Stock (STT) 0.0 $13k NEW 175.00 74.29
Air Prods & Chems Stock (APD) 0.0 $12k NEW 45.00 266.67
Ecolab Stock (ECL) 0.0 $12k NEW 55.00 218.18
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $12k NEW 172.00 69.77
Invesco Wilderhill Clean Energy Etf Etf (PBW) 0.0 $10k NEW 95.00 105.26
L3harris Technologies Stock (LHX) 0.0 $10k NEW 52.00 192.31
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $10k NEW 125.00 80.00
Vornado Rlty Tr Sh Ben Int Reit (VNO) 0.0 $10k NEW 275.00 36.36
Proassurance Corp Stock (PRA) 0.0 $9.0k NEW 492.00 18.29
Manpowergroup Stock (MAN) 0.0 $9.0k NEW 100.00 90.00
Conduent Stock (CNDT) 0.0 $9.0k NEW 1.8k 5.00
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $9.0k NEW 14.00 642.86
Altria Group Stock (MO) 0.0 $9.0k NEW 213.00 42.25
Kraft Heinz Stock (KHC) 0.0 $9.0k NEW 248.00 36.29
Avanos Med Stock (AVNS) 0.0 $8.0k NEW 175.00 45.71
Dollar Tree Stock (DLTR) 0.0 $8.0k NEW 74.00 108.11
Check Point Software Tech Ltd Ord Stock (CHKP) 0.0 $8.0k NEW 60.00 133.33
Expedia Group Stock (EXPE) 0.0 $8.0k NEW 60.00 133.33
Enbridge Stock (ENB) 0.0 $7.0k NEW 230.00 30.43
Spdr S&p Oil & Gas Equipment & Services Etf Etf (XES) 0.0 $7.0k NEW 148.00 47.30
Ishares Russell 3000 Etf Etf (IWV) 0.0 $7.0k NEW 30.00 233.33
Schlumberger Stock (SLB) 0.0 $7.0k NEW 313.00 22.36
Championx Corporation Stock (CHX) 0.0 $6.0k NEW 367.00 16.35
Pentair Stock (PNR) 0.0 $6.0k NEW 119.00 50.42
Essex Ppty Tr Reit (ESS) 0.0 $6.0k NEW 25.00 240.00
Tapestry Stock (TPR) 0.0 $6.0k NEW 200.00 30.00
Cigna Corp Stock (CI) 0.0 $6.0k NEW 28.00 214.29
Graham Hldgs Co Com Cl B Stock (GHC) 0.0 $5.0k NEW 10.00 500.00
Alcon Ag Ord Stock (ALC) 0.0 $5.0k NEW 80.00 62.50
Jbg Smith Pptys Reit (JBGS) 0.0 $5.0k NEW 157.00 31.85
Svb Financial Group Stock (SIVB) 0.0 $4.0k NEW 11.00 363.64
Asa Gold And Precious Mtls Lmt Cef (ASA) 0.0 $4.0k NEW 174.00 22.99
Knowles Corp Stock (KN) 0.0 $4.0k NEW 222.00 18.02
Perspecta Stock (PRSP) 0.0 $4.0k NEW 159.00 25.16
Vodafone Group Adr (VOD) 0.0 $4.0k NEW 238.00 16.81
Nvent Electric Stock (NVT) 0.0 $3.0k NEW 119.00 25.21
Sun Life Financial Stock (SLF) 0.0 $3.0k NEW 73.00 41.10
Western Digital Corp Stock (WDC) 0.0 $3.0k NEW 46.00 65.22
Amdocs Stock (DOX) 0.0 $3.0k NEW 40.00 75.00
Ishares Ftse Epra/nareit Developed Real Estate Ex-us Index Fund Etf (IFGL) 0.0 $3.0k NEW 120.00 25.00
Teva Pharmaceutical Inds Adr (TEVA) 0.0 $3.0k NEW 350.00 8.57
Adams Diversified Equity Cef (ADX) 0.0 $2.0k NEW 120.00 16.67
Tootsie Roll Inds Stock (TR) 0.0 $2.0k NEW 60.00 33.33
Tripadvisor Stock (TRIP) 0.0 $2.0k NEW 60.00 33.33
Wabtec Stock (WAB) 0.0 $1.0k NEW 16.00 62.50
Lumen Technologies Stock (LUMN) 0.0 $0 NEW 16.00 0.00
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.0 $0 NEW 9.00 0.00
Micro Focus Intl Adr (MFGP) 0.0 $0 NEW 50.00 0.00

Past Filings by Elm Advisors

SEC 13F filings are viewable for Elm Advisors going back to 2013

View all past filings