Elm Partners Management LLC
CIK 1743941 · Holdings on Sep 30, 2023 · First reported Oct 24, 2023
Top ten holdings
Q3 2023- SGOV14.02%
- VTI12.35%
- VGK9.25%
- ITOT9.04%
- VWO8.59%
- IEMG8.52%
- SCHP4.79%
- VPL4.79%
- IEUR3.33%
- IPAC3.16%
Share classes counted separately77.84%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $135.51M | 14.02% | 1.35M shares | — | ↗▾ | |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $119.44M | 12.35% | 562.33K shares | — | ↗▾ | |
| 03 | VGKVANGUARD FTSE EUROPE ETFFTSE EUROPE ETF View history and evidence | $89.41M | 9.25% | 1.54M shares | — | ↗▾ | |
| 04 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $87.40M | 9.04% | 927.87K shares | — | ↗▾ | |
| 05 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $83.07M | 8.59% | 2.12M shares | — | ↗▾ | |
| 06 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $82.42M | 8.52% | 1.73M shares | — | ↗▾ | |
| 07 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $46.30M | 4.79% | 916.93K shares | — | ↗▾ | |
| 08 | VPLVANGUARD FTSE PACIFIC ETFFTSE PACIFIC ETF View history and evidence | $46.28M | 4.79% | 691.92K shares | — | ↗▾ | |
| 09 | IEURISHARES CORE MSCI EUROPE ETFCORE MSCI EURO View history and evidence | $32.19M | 3.33% | 648.17K shares | — | ↗▾ | |
| 10 | IPACISHARES CORE MSCI PACIFIC ETCORE MSCI PAC View history and evidence | $30.54M | 3.16% | 549.22K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1743941 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 966882221
}Research all 47 reported holdings.
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