10Elms LLP
CIK 2056650 · Holdings on Dec 31, 2024 · First reported Feb 18, 2025
Top ten holdings
Q4 2024- IEFA7.88%
- XLK4.87%
- XLV3.78%
- QUAL3.42%
- IEMG3.40%
- USMV3.17%
- SCHD2.85%
- BND2.83%
- SPY2.65%
- MTUM2.39%
Share classes counted separately37.24%
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 | IEFAISHARES CORE MSCI EAFE ETFUIT EXCHANGE TRADED View history and evidence | $7.63M | 7.88% | 108.53K shares | Prior unavailable — | — | ↗▾ |
| 02 | XLKSS TECHNOLOGY SELECT SECTORUIT EXCHANGE TRADED View history and evidence | $4.71M | 4.87% | 20.27K shares | Prior unavailable — | — | ↗▾ |
| 03 | XLVSS HEALTH CARE SELECT SECTORUIT EXCHANGE TRADED View history and evidence | $3.66M | 3.78% | 26.58K shares | Prior unavailable — | — | ↗▾ |
| 04 | QUALISHARES MSCI USA QUALITY FACUIT EXCHANGE TRADED View history and evidence | $3.32M | 3.42% | 18.62K shares | Prior unavailable — | — | ↗▾ |
| 05 | IEMGISHARES CORE MSCI EMERGINGUIT EXCHANGE TRADED View history and evidence | $3.29M | 3.40% | 63.07K shares | Prior unavailable — | — | ↗▾ |
| 06 | USMVISHARES MSCI USA MIN VOL FACUIT EXCHANGE TRADED View history and evidence | $3.07M | 3.17% | 34.59K shares | Prior unavailable — | — | ↗▾ |
| 07 | SCHDSCHWAB US DVD EQUITY ETFUIT EXCHANGE TRADED View history and evidence | $2.76M | 2.85% | 101.09K shares | Prior unavailable — | — | ↗▾ |
| 08 | BNDVANGUARD TOTAL BOND MARKETUIT EXCHANGE TRADED View history and evidence | $2.74M | 2.83% | 38.06K shares | Prior unavailable — | — | ↗▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USUIT EXCHANGE TRADED View history and evidence | $2.57M | 2.65% | 4.38K shares | Prior unavailable — | — | ↗▾ |
| 10 | MTUMISHARES MSCI USA MOMENTUM FAUIT EXCHANGE TRADED View history and evidence | $2.31M | 2.39% | 11.18K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2056650 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 18, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 96798862
}Research all 521 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.