Elm Partners Management

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

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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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL) 15.4 $122M +130% 1.3M 91.43
Vanguard Total Stock Market ETF Etf (VTI) 12.6 $100M -34% 439k 227.67
iShares Core S&P Total US Stock Market ETF Etf (ITOT) 10.0 $79M +18% 783k 100.94
Vanguard FTSE Emerging Markets ETF Etf (VWO) 8.7 $69M -2% 1.5M 46.13
Vanguard Short-Term Treasury ETF Etf (VGSH) 8.1 $64M +117% 1.1M 59.26
iShares Core MSCI Emerging Markets ETF Etf (IEMG) 7.7 $61M 1.1M 55.55
Vanguard FTSE Europe ETF Etf (VGK) 6.6 $53M -11% 844k 62.28
iShares Core MSCI Europe ETF Etf (IEUR) 4.9 $39M 721k 53.40
Vanguard FTSE Pacific ETF Etf (VPL) 4.0 $32M +17% 430k 74.05
Vanguard S&P 500 ETF Etf (VOO) 3.3 $26M -4% 63k 415.16
Vanguard Real Estate ETF Etf (VNQ) 3.3 $26M -25% 238k 108.37
iShares Core MSCI Pacific ETF Etf (IPAC) 3.2 $26M -4% 419k 60.90
iShares Core S&P 500 ETF Etf (IVV) 2.2 $17M -11% 38k 453.68
Schwab U.S. REIT ETF Etf (SCHH) 1.6 $13M +100% 510k 24.89

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Vanguard Small-Cap ETF Etf (VB) 1.4 $11M -28% 50k 212.53
Vanguard Global ex-U.S. Real Estate ETF Etf (VNQI) 1.3 $10M 192k 51.95
Vanguard Value ETF Etf (VTV) 1.2 $9.5M -23% 64k 147.78
iShares Gold Trust Etf (IAU) 0.9 $7.0M +117% 189k 36.83
iShares National Muni Bond ETF Etf (MUB) 0.6 $4.9M +258% 45k 109.64
iShares MSCI EAFE Small-Cap ETF Etf (SCZ) 0.6 $4.6M 69k 66.35
iShares MSCI Canada ETF Etf (EWC) 0.5 $3.9M -12% 98k 40.21
iShares Core S&P Small-Cap ETF Etf (IJR) 0.5 $3.9M +39% 36k 107.87
Schwab International Small-Cap Equity ETF Etf (SCHC) 0.3 $2.4M 62k 37.98
iShares Core S&P U.S. Value ETF Etf (IUSV) 0.3 $2.1M -49% 27k 75.86
Xtrackers USD High Yield Corporate Bond ETF Etf (HYLB) 0.2 $1.6M -28% 42k 37.71
iShares TIPS Bond ETF Etf (TIP) 0.2 $1.3M -2% 10k 124.60
Schwab US Broad Market ETF Etf (SCHB) 0.2 $1.3M +366% 24k 53.38
SPDR S&P 500 ETF Trust Etf (SPY) 0.1 $878k +34% 1.9k 451.65
iShares iBoxx High Yield Corporate Bond ETF Etf (HYG) 0.1 $697k -18% 8.5k 82.35
Vanguard Total Bond Market ETF Etf (BND) 0.1 $428k -13% 5.4k 79.47
iShares Russell 1000 Value ETF Etf (IWD) 0.0 $298k 1.8k 166.20
iShares Core U.S. Aggregate Bond ETF Etf (AGG) 0.0 $227k NEW 2.1k 107.33
Vanguard FTSE All World ex-US Small-Cap ETF Etf (VSS) 0.0 $227k 1.8k 124.11
Vanguard Tax-Exempt Bond Index ETF Etf (VTEB) 0.0 $139k NEW 2.7k 51.42
iShares Russell 2000 ETF Etf (IWM) 0.0 $112k NEW 544.00 205.88
Vanguard Information Technology ETF Etf (VGT) 0.0 $99k NEW 237.00 417.72
Schwab US Large-Cap ETF Etf (SCHX) 0.0 $52k NEW 968.00 53.72
iShares MSCI EAFE Value ETF Etf (EFV) 0.0 $48k NEW 953.00 50.37
Vanguard Health Care ETF Etf (VHT) 0.0 $43k NEW 168.00 255.95
Vanguard Consumer Staples ETF Etf (VDC) 0.0 $38k NEW 193.00 196.89
Vanguard Consumer Discretionary ETF Etf (VCR) 0.0 $38k NEW 124.00 306.45
Vanguard Financials ETF Etf (VFH) 0.0 $33k NEW 350.00 94.29
Vanguard Industrials ETF Etf (VIS) 0.0 $31k NEW 161.00 192.55
Schwab US Small-Cap ETF Etf (SCHA) 0.0 $19k NEW 410.00 46.34
Vanguard Energy ETF Etf (VDE) 0.0 $16k NEW 153.00 104.58
Vanguard Utilities ETF Etf (VPU) 0.0 $16k NEW 96.00 166.67
Real Estate Select Sector SPDR Fund Etf (XLRE) 0.0 $14k NEW 291.00 48.11
Vanguard Materials ETF Etf (VAW) 0.0 $13k NEW 69.00 188.41
Vanguard Communication Services ETF Etf (VOX) 0.0 $10k NEW 82.00 121.95
Schwab US TIPS ETF Etf (SCHP) 0.0 $2.0k NEW 26.00 76.92
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