Elm Advisors
Latest statistics and disclosures from Elm Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEU, VTI, IVV, SPY, VB, and represent 34.61% of Elm Advisors's stock portfolio.
- Added to shares of these 10 stocks: BIL, BSV, BND, UPS, IJS, SCHX, GOOGL, AME, BAC, IEV.
- Started 195 new stock positions in EWY, NVT, GGG, EXAS, EWH, JBGS, MFGP, CB, NEE, TM.
- Reduced shares in these 10 stocks: VTI, VOO, VEU, VB, IVV, MDY, IJR, QQQ, IWR, VXUS.
- Elm Advisors was a net seller of stock by $-1.2M.
- Elm Advisors has $164M in assets under management (AUM), dropping by 12.78%.
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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
- Elm Advisors 2020 Q4 filed Jan. 8, 2021
- Elm Advisors 2020 Q3 filed Oct. 6, 2020
- Elm Advisors 2020 Q2 filed July 8, 2020
- Elm Advisors 2020 Q1 filed April 7, 2020
- Elm Advisors 2019 Q4 filed Jan. 22, 2020
- Elm Advisors 2019 Q3 filed Oct. 10, 2019
- Elm Advisors 2019 Q2 filed July 3, 2019
- Elm Advisors 2019 Q1 filed April 5, 2019
- Elm Advisors 2018 Q4 filed Jan. 8, 2019
- Elm Advisors 2018 Q3 filed Oct. 5, 2018
- Elm Advisors 2018 Q2 filed July 10, 2018
- Elm Advisors 2018 Q1 filed April 6, 2018
- Elm Advisors 2017 Q4 filed Jan. 9, 2018
- Elm Advisors 2017 Q3 filed Oct. 19, 2017
- Elm Advisors 2017 Q2 filed July 17, 2017
- Elm Advisors 2017 Q1 filed April 12, 2017