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CIK: 0001743941
Total reported value
$2.8B
$2.8B
68 檔
28.8%
At the close of Q4 2024, Elm Partners Management LLC disclosed equity holdings valued at approximately $2.8B, spread across 68 reported holdings.
During Q4 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 | 17.75% | +2.52% | +12.34% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 10.47% | -0.84% | +9.24% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 10.17% | -0.19% | -3.48% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 8.43% | -0.20% | -3.80% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 7.98% | -0.47% | +237.35% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 6.68% | +0.07% | -19.05% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 6.62% | -4.74% | +125.00% | |
| 8 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 3.88% | -0.56% | -20.48% | |
| 9 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.62% | +0.18% | -21.79% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.93% | -0.34% | -7.16% | |
| 11 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 2.85% | -0.06% | -4.13% | |
| 12 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 1.97% | -0.14% | -12.63% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.73% | +0.08% | -13.03% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | — | -1.05% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.80% | +27.24% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.24% | -0.38% | +71.51% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-Other | 1.20% | +0.61% | +2.67% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.06% | +0.32% | +418.21% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.05% | +0.13% | -28.62% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.02% | -0.24% | +6.34% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.87% | +0.30% | -50.74% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.79% | -0.32% | -20.65% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.70% | +0.18% | — | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.41% | -1.08% | +11.96% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.37% | — | +15.39% | |
| 26 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.35% | -0.03% | -3.42% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.23% | — | +189.91% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.22% | — | — | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.20% | — | — | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.19% | +0.06% | +73.88% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.18% | — | +107.07% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.17% | — | -13.92% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.16% | — | -2.24% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.15% | +0.04% | -8.03% | |
| 35 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.14% | — | +0.46% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.13% | — | +256.78% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.08% | +0.25% | -0.10% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.08% | +0.03% | +64.94% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.07% | +0.01% | +113.21% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | — | -0.93% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.07% | -0.01% | — | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.07% | -0.03% | EXIT | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.06% | — | +43.34% | |
| 44 | VFH | Vanguard Financials ETF | ETF-Other | 0.06% | +0.02% | -2.19% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.04% | +0.01% | +36.33% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.04% | — | — | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.04% | — | +0.54% | |
| 48 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.04% | — | +2.95% | |
| 49 | VIS | Vanguard Industrials ETF | ETF-Other | 0.04% | +0.03% | -3.66% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-Other | 0.03% | — | +55.04% |
According to official SEC Form 13F filings, Elm Partners Management LLC reported a total U.S. public equity portfolio value of $2.8B across 68 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VWO, ITOT) accounted for 28.8% of total reported equity market value during Q4 2024.
During Q4 2024, Elm Partners Management LLC's top holdings by market value included VTI (17.8%)、VWO (10.5%)、ITOT (10.2%). The largest single position, VTI, represented 17.8% of total portfolio value.
In Q4 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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