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CIK: 0001743941
Total reported value
$2.8B
$2.8B
61 檔
23.2%
At the close of Q1 2024, Elm Partners Management LLC disclosed equity holdings valued at approximately $2.8B, spread across 61 reported holdings.
During Q1 2024, Elm Partners Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.90% | +2.52% | +13.65% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.84% | -0.19% | +4.87% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.27% | -0.84% | +21.64% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 9.13% | +0.07% | +6.58% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 9.03% | -0.20% | +29.63% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 7.26% | -0.47% | +48.96% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.83% | +0.18% | +12.00% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.72% | -4.74% | -2.43% | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 4.30% | -0.56% | -6.69% | |
| 10 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 4.25% | — | +9.16% | |
| 11 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 2.97% | -0.06% | +7.58% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.46% | +0.30% | -9.23% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.62% | -0.34% | -6.93% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | — | -3.18% | |
| 15 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 1.45% | -0.14% | +21.59% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.23% | — | +8.34% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.80% | +2.89% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.15% | +0.08% | -5.31% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.13% | -0.24% | -10.77% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.11% | +0.13% | +6.98% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.00% | +0.32% | +27.64% | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.94% | — | -8.37% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.80% | -0.38% | -11.12% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.71% | -0.32% | -33.53% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.46% | -1.08% | -51.55% | |
| 26 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.41% | -0.03% | -3.01% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.34% | — | +4.75% | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.33% | — | -0.10% | |
| 29 | SCHH | Schwab US Reit ETF | ETF-Other | 0.29% | +0.61% | +313.21% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.26% | — | — | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.26% | — | -18.50% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.21% | — | — | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.20% | — | — | |
| 34 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.17% | — | — | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.17% | +0.04% | +0.05% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.15% | +0.06% | +52.51% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.10% | — | +97.38% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | — | +11.86% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.08% | -0.01% | — | |
| 40 | VFH | Vanguard Financials ETF | ETF-Other | 0.07% | +0.02% | +32.17% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.06% | — | -1.24% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.05% | -0.03% | EXIT | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.04% | — | -6.35% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.04% | — | +45.28% | |
| 45 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.04% | — | +28.33% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.04% | +0.01% | — | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.03% | +0.03% | +1.00% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.03% | — | — | |
| 49 | XLI | Ss Industrial Select Sector | ETF-Other | 0.03% | — | — | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Elm Partners Management LLC reported a total U.S. public equity portfolio value of $2.8B across 61 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, ITOT, VWO) accounted for 23.2% of total reported equity market value during Q1 2024.
During Q1 2024, Elm Partners Management LLC's top holdings by market value included VTI (13.9%)、ITOT (9.8%)、VWO (9.3%). The largest single position, VTI, represented 13.9% of total portfolio value.
In Q1 2024, Elm Partners Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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