Fund HoldingsElm Partners Management LLC

Total Portfolio Value
$1.26B
Total Bought
$186.24M
Total Sold
$26.55M
Net Transaction
+$159.68M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD INDEX FDS594,791675,969+81,178141,096175,68413.90%+34,588
ISHARES TR611,394910,738+299,34461,30591,7207.26%+30,416
ISHARES INC
CORE MSCI EMKT
1,706,4162,212,047+505,63186,311114,1429.03%+27,831
VANGUARD INTL EQUITY INDEX F2,306,1352,805,129+498,99494,782117,1709.27%+22,388
ISHARES TR1,028,9451,079,047+50,102108,276124,4149.84%+16,138
VANGUARD INTL EQUITY INDEX F1,608,3011,714,191+105,890103,703115,4349.13%+11,730
VANGUARD INTL EQUITY INDEX F717,372803,444+86,07251,67261,0864.83%+9,414
ISHARES TR
CORE MSCI PAC
550,791592,531+41,74032,77837,5132.97%+4,736
DBX ETF TR1,378,7591,505,008+126,24949,01553,7444.25%+4,729
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
225,733274,459+48,72614,47418,3371.45%+3,863
SCHWAB STRATEGIC TR43,346179,109+135,7638983,6360.29%+2,738
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
169,732216,643+46,9119,90012,5801.00%+2,680
SCHWAB STRATEGIC TR067,103+67,10302,6180.21%+2,618
ISHARES GOLD TR(IAU)341,766370,268+28,50213,33915,5551.23%+2,216
VANGUARD INDEX FDS80,17685,772+5,59611,98613,9691.11%+1,982
VANGUARD INDEX FDS29,64430,501+85712,94914,6621.16%+1,713
ISHARES TR38,18636,971-1,21518,23919,4371.54%+1,198
ISHARES TR05,232+5,23209770.08%+977
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,0439,216+3,1731,1631,9190.15%+756
SCHWAB STRATEGIC TR10,93721,587+10,6506091,3180.10%+709
VANGUARD TAX-MANAGED FDS09,097+9,09704560.04%+456
VANGUARD INDEX FDS02,484+2,48403870.03%+387
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,047+3,04703840.03%+384
VANGUARD INDEX FDS01,972+1,97203780.03%+378
SCHWAB STRATEGIC TR04,095+4,09503110.02%+311
VANGUARD WORLD FD
FINANCIALS ETF
6,5978,719+2,1226098930.07%+284
ISHARES TR46,45446,408-463,9174,1970.33%+280
ISHARES TR02,221+2,22102780.02%+278
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,9614,519+1,5584046680.05%+264
ISHARES TR01,561+1,56102480.02%+248
VANGUARD INDEX FDS67,01363,457-3,55614,29614,5061.15%+210
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,864+4,86402050.02%+205
SELECT SECTOR SPDR TR
ST STR SVC ETF
4,1416,016+1,8753014910.04%+190
SPDR S&P 500 ETF TR(SPY)1,7031,905+2028109960.08%+187
VANGUARD INTL EQUITY INDEX F55,91255,91203,1393,2790.26%+140
ISHARES TR37,47039,249+1,7794,1464,2750.34%+129
VANGUARD WORLD FD
CONSUM STP ETF
1,8042,315+5113444730.04%+128
SELECT SECTOR SPDR TR
ST STR MATER ETF
2,5863,107+5212212890.02%+67
ISHARES INC139,295135,099-4,1965,1095,1720.41%+62
ISHARES TR1,4721,681+2092433010.02%+58
ISHARES TR39,67839,67802,4562,5130.20%+57
SCHWAB STRATEGIC TR60,66860,66802,1172,1720.17%+55
ISHARES TR18,98818,997+92,0552,1000.17%+44
VANGUARD WORLD FD
INDUSTRIAL ETF
1,4421,44203183520.03%+34
VANGUARD WORLD FD
COMM SRVC ETF
1,9621,96202312570.02%+26
VANGUARD WORLD FD
HEALTH CAR ETF
1,3251,32503323580.03%+26
VANGUARD WORLD FD
INF TECH ETF
61361302973210.03%+25
SCHWAB STRATEGIC TR14,54314,362-1816877070.06%+20
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,0982,119+213753900.03%+15
VANGUARD WORLD FD
CONSUM DIS ETF
80080002442540.02%+11
ISHARES TR7,5487,069-4795845490.04%-35
ISHARES TR5,0680-5,0685450-545
SPDR SER TR
ST STR BLO 1 ETF
43,22135,225-7,9963,9503,2340.26%-716
ISHARES TR
CORE MSCI EURO
1,007,373939,939-67,43455,42654,3754.30%-1,050
ISHARES TR
0-5 YR TIPS ETF
114,715101,956-12,75911,31010,1370.80%-1,172
VANGUARD INTL EQUITY INDEX F307,489281,750-25,73913,09611,8730.94%-1,223
SCHWAB STRATEGIC TR1,170,9681,142,511-28,45761,12559,5934.72%-1,531
ISHARES TR224,402208,857-15,54522,27220,4551.62%-1,816
ISHARES TR148,490132,500-15,99016,09814,2571.13%-1,841
VANGUARD INDEX FDS395,491358,987-36,50434,94631,0452.46%-3,900
VANGUARD MUN BD FDS266,921177,434-89,48713,6268,9780.71%-4,648
VANGUARD BD INDEX FDS164,40579,658-84,74712,0925,7860.46%-6,306
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