Elm Partners Management LLC
159 holdingsFiling period: 2026-03-31Current AUM: $2.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 960.2K | $299.3M | $343.5M | 13.76% | -35,856 | 2026-03-31 |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | 4.63M | $242.8M | $263.9M | 10.57% | +6.5K | 2026-03-31 |
| 3 | SCHP | SCHWAB STRATEGIC TR | 8.07M | $214.4M | $210.2M | 8.42% | +993.4K | 2026-03-31 |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | 2.12M | $169.1M | $185.8M | 7.44% | -79,108 | 2026-03-31 |
| 5 | ELM | SERIES PORTFOLIOS TR | 6.01M | $159.6M | $171.7M | 6.88% | +1.51M | 2026-03-31 |
| 6 | VBIL | VANGUARD INSTL INDEX FD | 1.84M | $139.4M | $139.5M | 5.59% | +1.73M | 2026-03-31 |
| 7 | IEMG | ISHARES INC | 1.79M | $120.6M | $134.2M | 5.37% | +307.1K | 2026-03-31 |
| 8 | VPL | VANGUARD INTL EQUITY INDEX F | 1.23M | $115.7M | $129.1M | 5.17% | +17.4K | 2026-03-31 |
| 9 | IEUR | ISHARES TR | 1.12M | $76.3M | $83.2M | 3.33% | +158.3K | 2026-03-31 |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 1.17M | $68.2M | $67.7M | 2.71% | -162,784 | 2026-03-31 |
| 11 | VOO | VANGUARD INDEX FDS | 106.8K | $62.0M | $71.3M | 2.85% | -13,682 | 2026-03-31 |
| 12 | ITOT | ISHARES TR | 431.4K | $59.7M | $68.5M | 2.75% | +27.2K | 2026-03-31 |
| 13 | BND | VANGUARD BD INDEX FDS | 745.6K | $54.8M | $53.7M | 2.15% | -246,416 | 2026-03-31 |
| 14 | BBEU | J P MORGAN EXCHANGE TRADED F | 632.3K | $44.4M | $48.5M | 1.94% | +76.2K | 2026-03-31 |
| 15 | IPAC | ISHARES TR | 507.8K | $37.7M | $40.8M | 1.63% | +18.3K | 2026-03-31 |
| 16 | SPEM | SPDR INDEX SHS FDS | 827.0K | $37.6M | $40.8M | 1.64% | -49,415 | 2026-03-31 |
| 17 | BBCA | J P MORGAN EXCHANGE TRADED F | 320.7K | $29.4M | $32.0M | 1.28% | +25.6K | 2026-03-31 |
| 18 | SGOV | ISHARES TR | 284.4K | $28.6M | $28.6M | 1.15% | -194,722 | 2026-03-31 |
| 19 | AGG | ISHARES TR | 275.7K | $27.3M | $26.8M | 1.07% | -16,033 | 2026-03-31 |
| 20 | VTV | VANGUARD INDEX FDS | 139.2K | $26.9M | $30.1M | 1.21% | +13.2K | 2026-03-31 |
| 21 | VB | VANGUARD INDEX FDS | 85.4K | $21.7M | $24.4M | 0.98% | +10.6K | 2026-03-31 |
| 22 | SCHH | SCHWAB STRATEGIC TR | 1.01M | $21.4M | $24.2M | 0.97% | +383.1K | 2026-03-31 |
| 23 | VTEB | VANGUARD MUN BD FDS | 375.4K | $18.7M | $18.6M | 0.74% | -77,270 | 2026-03-31 |
| 24 | STIP | ISHARES TR | 179.3K | $18.5M | $18.2M | 0.73% | -249,346 | 2026-03-31 |
| 25 | NVDA | NVIDIA CORPORATION | 110.7K | $18.3M | $21.0M | 0.84% | +526 | 2026-03-31 |
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