Fund HoldingsElm Partners Management LLC

Total Portfolio Value
$1.10B
Total Bought
$229.89M
Total Sold
$105.56M
Net Transaction
+$124.33M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD INDEX FDS84,608395,491+310,8836,40134,9463.18%+28,544
ISHARES TR
CORE MSCI EURO
648,1751,007,373+359,19832,18855,4265.04%+23,237
VANGUARD INDEX FDS562,329594,791+32,462119,444141,09612.82%+21,652
ISHARES TR927,8721,028,945+101,07387,396108,2769.84%+20,880
ISHARES TR35,211224,402+189,1913,31122,2722.02%+18,961
DBX ETF TR886,7301,378,759+492,02930,06049,0154.46%+18,955
SCHWAB STRATEGIC TR916,9311,170,968+254,03746,29661,1255.56%+14,829
VANGUARD INTL EQUITY INDEX F1,543,4981,608,301+64,80389,415103,7039.43%+14,288
VANGUARD MUN BD FDS37,246266,921+229,6751,79213,6261.24%+11,835
VANGUARD INTL EQUITY INDEX F2,118,6062,306,135+187,52983,07194,7828.61%+11,712
ISHARES TR99,834148,490+48,65610,23716,0981.46%+5,861
ISHARES GOLD TR(IAU)225,819341,766+115,9477,90113,3391.21%+5,438
ISHARES TR
0-5 YR TIPS ETF
60,698114,715+54,0175,88311,3101.03%+5,427
VANGUARD INTL EQUITY INDEX F691,918717,372+25,45446,27551,6724.70%+5,397
VANGUARD INDEX FDS49,82080,176+30,3566,87211,9861.09%+5,115
ISHARES INC
CORE MSCI EMKT
1,731,9431,706,416-25,52782,42386,3117.84%+3,887
VANGUARD INTL EQUITY INDEX F260,866307,489+46,62310,15613,0961.19%+2,940
ISHARES TR16,02237,470+21,4481,6354,1460.38%+2,512
VANGUARD INDEX FDS62,44967,013+4,56411,80714,2961.30%+2,489
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
210,328225,733+15,40512,23114,4741.32%+2,243
ISHARES TR
CORE MSCI PAC
549,219550,791+1,57230,53732,7782.98%+2,241
VANGUARD INDEX FDS28,51129,644+1,13311,19612,9491.18%+1,752
ISHARES INC125,754139,295+13,5414,2085,1090.46%+902
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,9456,043+2,0986471,1630.11%+516
VANGUARD WORLD FDS
FINANCIALS ETF
3,2976,597+3,3002656090.06%+344
VANGUARD WORLD FDS
HEALTH CAR ETF
01,325+1,32503320.03%+332
VANGUARD WORLD FDS
INDUSTRIAL ETF
01,442+1,44203180.03%+318
VANGUARD WORLD FDS
INF TECH ETF
0613+61302970.03%+297
VANGUARD WORLD FDS
CONSUM DIS ETF
0800+80002440.02%+244
VANGUARD INTL EQUITY INDEX F55,91255,91202,9003,1390.29%+239
VANGUARD WORLD FDS
COMM SRVC ETF
01,962+1,96202310.02%+231
SELECT SECTOR SPDR TR
ST STR MATER ETF
02,586+2,58602210.02%+221
ISHARES TR49,63746,454-3,1833,7043,9170.36%+214
SCHWAB STRATEGIC TR61,60860,668-9401,9872,1170.19%+130
VANGUARD WORLD FDS
CONSUM STP ETF
1,3161,804+4882403440.03%+104
ISHARES TR20,87518,988-1,8871,9692,0550.19%+86
SPDR S&P 500 ETF TR(SPY)1,7031,70307288100.07%+81
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,7852,961+1763594040.04%+45
SELECT SECTOR SPDR TR
ST STR SVC ETF
4,1154,141+262703010.03%+31
SCHWAB STRATEGIC TR11,87910,937-9425926090.06%+17
ISHARES TR5,1955,068-1275395450.05%+6
SCHWAB STRATEGIC TR17,02214,543-2,4797056870.06%-18
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,4632,098-3653963750.03%-21
ISHARES TR8,4757,548-9276255840.05%-41
ISHARES TR1,9161,472-4442912430.02%-48
VANGUARD INTL EQUITY INDEX F3,6380-3,6383860-386
ISHARES TR43,55138,186-5,36518,70218,2391.66%-463
SCHWAB STRATEGIC TR86,69243,346-43,3461,5398980.08%-641
ISHARES TR61,44039,678-21,7623,4702,4560.22%-1,013
VANGUARD BD INDEX FDS201,088164,405-36,68314,03212,0921.10%-1,940
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
328,866169,732-159,13418,9439,9000.90%-9,042
SPDR SER TR
ST STR BLO 1 ETF
188,91243,221-145,69117,3463,9500.36%-13,396
ISHARES TR1,346,120611,394-734,726135,51461,3055.57%-74,209
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