Elm Partners Management
Latest statistics and disclosures from Elm Partners Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, VTI, ITOT, VWO, VGSH, and represent 54.87% of Elm Partners Management's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$69M), VGSH (+$35M), ITOT (+$13M), SCHH (+$6.3M), VPL, IAU, MUB, IJR, SCHB, SPY.
- Started 19 new stock positions in VGT, VAW, VOX, VHT, VCR, SCHA, VDC, XLRE, VIS, EFA. SCHX, VFH, VPU, VDE, SCHP, VTEB, EFV, AGG, IWM.
- Reduced shares in these 10 stocks: VTI (-$53M), BBCA (-$22M), VNQ (-$8.7M), VGK (-$7.1M), VB, VTV, IVV, IUSV, VWO, IPAC.
- Sold out of its positions in BBCA.
- Elm Partners Management was a net buyer of stock by $30M.
- Elm Partners Management has $791M in assets under management (AUM), dropping by -2.48%.
- Central Index Key (CIK): 0001743941
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Portfolio Holdings for Elm Partners Management
Companies in the Elm Partners Management portfolio as of the March 2022 quarterly 13F filing
Past Filings by Elm Partners Management
SEC 13F filings are viewable for Elm Partners Management going back to 2018
- Elm Partners Management 2022 Q1 filed April 21, 2022
- Elm Partners Management 2021 Q4 filed Jan. 21, 2022
- Elm Partners Management 2021 Q3 restated filed Oct. 26, 2021
- Elm Partners Management 2021 Q3 filed Oct. 14, 2021
- Elm Partners Management 2021 Q2 filed July 19, 2021
- Elm Partners Management 2021 Q1 filed April 26, 2021
- Elm Partners Management 2020 Q4 filed Jan. 19, 2021
- Elm Partners Management 2020 Q3 filed Oct. 19, 2020
- Elm Partners Management 2020 Q2 filed July 22, 2020
- Elm Partners Management 2020 Q1 filed May 15, 2020
- Elm Partners Management 2019 Q4 filed Feb. 14, 2020
- Elm Partners Management 2019 Q3 filed Nov. 14, 2019
- Elm Partners Management 2019 Q2 filed Aug. 8, 2019
- Elm Partners Management 2019 Q1 filed May 14, 2019
- Elm Partners Management 2018 Q4 filed Jan. 11, 2019