Elm Partners Management

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

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Positions held by Elm Partners Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Elm Partners Management

Companies in the Elm Partners Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Mkt Etf Etf (VTI) 16.3 $114M +5% 554k 206.69
Vanguard Ftse Emerging Marke Etf (VWO) 11.3 $80M +15% 1.5M 52.05
Vanguard Ftse Europe Etf Etf (VGK) 10.5 $74M +21% 1.2M 63.00
Ishares Core Msci Emerging Etf (IEMG) 9.5 $67M 1.0M 64.36
Ishares Core S&p Total U.s. Etf (ITOT) 8.5 $60M 653k 91.60
Ishares Core Msci Europe Etf (IEUR) 5.4 $38M 698k 53.97
Vanguard Ftse Pacific Etf Etf (VPL) 5.2 $37M +23% 449k 81.66
Ishares Core Msci Pacific Et Etf (IPAC) 4.0 $28M 418k 66.57
Vanguard Real Estate Etf Etf (VNQ) 3.5 $25M +23% 267k 91.86
Vanguard S&p 500 Etf Etf (VOO) 3.5 $24M 67k 364.31
Ishares Core S&p 500 Etf Etf (IVV) 2.7 $19M -20% 48k 397.83
Spdr Bbg Barc 1-3 Month Tbil Etf (BIL) 2.6 $19M 203k 91.50
Vanguard Small-cap Etf Etf (VB) 2.3 $16M +10% 77k 214.08
Jpmorgan Betabuilders Canada Etf 2.2 $15M +20% 523k 29.55
Vanguard Glbl Ex-us Real Est Etf (VNQI) 1.7 $12M +16% 214k 55.76
Xtrackers Usd High Yield Cor Etf (HYLB) 1.5 $11M +10% 218k 49.99
Schwab Us Reit Etf Etf (SCHH) 1.5 $11M 255k 41.09
Vanguard Value Etf Etf (VTV) 1.4 $10M +36% 77k 131.46
Vanguard Short-term Treasury Etf (VGSH) 1.1 $7.4M +6% 120k 61.52
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.9 $6.0M -51% 110k 54.64
Ishares Msci Eafe Small-cap Etf (SCZ) 0.7 $5.1M 70k 71.84
Ishares Gold Trust Etf 0.6 $4.1M 254k 16.26
Ishares Core S&p U.s. Value Etf (IUSV) 0.5 $3.8M -2% 55k 68.89
Ishares Msci Canada Etf Etf (EWC) 0.5 $3.6M -7% 106k 34.05
Ishares Core S&p Small-cap E Etf (IJR) 0.4 $2.9M -2% 27k 108.51
Schwab Intl Small-cap Equity Etf (SCHC) 0.3 $2.5M 62k 39.42
Ishares Iboxx High Yld Corp Etf (HYG) 0.3 $1.9M 22k 87.19
Vanguard Intermediate-term T Etf (VGIT) 0.2 $1.5M 22k 67.23
Ishares National Muni Bond E Etf (MUB) 0.2 $1.5M -74% 13k 116.07
Ishares Tips Bond Etf Etf (TIP) 0.1 $945k -85% 7.5k 125.53
Spdr S&p 500 Etf Trust Etf (SPY) 0.1 $720k 1.8k 396.26
Schwab Us Broad Market Etf Etf (SCHB) 0.1 $543k -14% 5.6k 96.65
Vanguard Total Bond Market Etf (BND) 0.1 $440k -97% 5.2k 84.66
Vanguard Ftse All Wo X-us Sc Etf (VSS) 0.1 $359k -93% 2.8k 128.54
Ishares Russell 1000 Value E Etf (IWD) 0.0 $283k -3% 1.9k 151.50
Ishares Core U.s. Aggregate Etf (AGG) 0.0 $190k -94% 1.7k 113.70
Ishares Russell 2000 Etf Etf (IWM) 0.0 $120k 544.00 220.59
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $56k -8% 1.1k 51.05
Schwab Us Large-cap Etf Etf (SCHX) 0.0 $46k 484.00 95.04
Vanguard Total Intl Etf (VXUS) 0.0 $28k 450.00 62.22
Schwab Us Small-cap Etf Etf (SCHA) 0.0 $20k 205.00 97.56
Ishares Msci Eafe Etf Etf (EFA) 0.0 $999.999900 NEW 9.00 111.11

Past Filings by Elm Partners Management

SEC 13F filings are viewable for Elm Partners Management going back to 2018