Fund Holdings10Elms LLP

Total Portfolio Value
$105.05M
Total Bought
$6.62M
Total Sold
$2.63M
Net Transaction
+$4.00M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
TECHNOLOGY SELECT SECTORSPDR ETF
ST STR TECHN ETF
021,971+21,97105,5645.30%+5,564
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
118,303120,099+1,7968,95010,0269.54%+1,076
ISHARES CORE MSCI EMERGING ETF
CORE MSCI EMKT
69,68572,094+2,4093,7614,3284.12%+567
SPDR FUND CONSUMER DISCRE SELECT ETF
ST STR DISCR ETF
07,793+7,79301,6941.61%+1,694
ISHARES IBONDS 2026 TERMHIGH YIELD40,84656,596+15,7509521,3161.25%+364
COMMUNICAT SVS SLCT SEC SPDR ETF
ST STR SVC ETF
014,161+14,16101,5371.46%+1,537
ISHARES RUSSELL 2000 ETF9,51210,162+6501,8982,1932.09%+295
SELECT STR FINANCIAL SELECT SPDR ETF
ST STR FINL ETF
047,263+47,26302,4752.36%+2,475
VANGUARD FTSE ALL WORLD EX US ETF2,8646,503+3,6391744370.42%+263
SPDR S&P 500 ETF(SPY)04,379+4,37902,7062.58%+2,706
SELECT SECTOR INDUSTRIALSPDR ETF
ST STR INDL ETF
015,643+15,64302,3082.20%+2,308
ISHARES MSCI USA MOMNTUMFCT ETF
MSCI USA MMENTM
010,102+10,10202,4282.31%+2,428
VANGUARD INTERNATNL HGH DIV YLD ETF20,01821,028+1,0101,4751,6851.60%+209
ISHARES SEMICONDUCTOR ETF03,365+3,36508030.76%+803
VANGUARD TOTAL STOCK MARKET ETF4,1764,312+1361,1481,3111.25%+163
ISHARES MSCI USA MIN VOLFCTR ETF
MSCI USA MIN ETF
33,35134,709+1,3583,1243,2583.10%+134
AMAZON COM INC(AMZN)02,625+2,62505760.55%+576
ISHARES IBONDS DEC 2029 TERM ETF23,75028,050+4,3005496540.62%+105
ISHARES NATIONAL MUNI BOND ETF2,2503,250+1,0002373400.32%+102
ISHARES IBONDS DEC 2028 TERM ETF
IBDS DEC28 ETF
41,92145,356+3,4351,0591,1531.10%+94
KKR & CO INC(KKR)04,594+4,59406110.58%+611
NVIDIA CORP(NVDA)01,480+1,48002340.22%+234
ISHARES BROAD USD INVESTMENT GRADE C36,85338,113+1,2601,8821,9611.87%+78
BROADCOM INC(AVGO)0650+65001790.17%+179
BWX TECHNOLOGIES INC(BWXT)01,506+1,50602170.21%+217
COSTCO WHSL CORP NEW(COST)160215+551512130.20%+62
ISHARES EMERGING MARKETSDIV ETF23,03624,006+9706296880.65%+59
ISHARES JPMORGAN USD MTSBOND ETF8,4718,920+4497678260.79%+59
ISHARES US AEROSPACE DEFENSE ETF1,2501,300+501912450.23%+54
WELLS FARGO & CO(WFC)3,7013,971+2702663180.30%+52
ISHARES IBONDS DEC 2027 TERM CORPORA
IBONDS 27 ETF
32,82034,825+2,0057948450.80%+52
TEXAS MUN PWR AGY R 3 30PWR UTIL DUE 09/01/30(TX)0000500.05%+50
ALPHABET INC CLASS A(GOOG)02,120+2,12003740.36%+374
MICROSOFT CORP(MSFT)0640+64003180.30%+318
ALLIANCEBERNSTEIN HLD LP(AB)015,460+15,46006310.60%+631
ISHS IBND DEC 2030 TRM MN BND ETF
IBONDS DEC 2030
05,520+5,52001420.13%+142
ISHARES IBONDS DEC 2033 TM CP ETF01,400+1,4000360.03%+36
BANK OF AMERICA, 4 05 26CD FDIC INS DUE 02/09/26US0000350.03%+35
RUSSELL 2000 ETF
VNG RUS2000IDX
0400+4000350.03%+35
VANGUARD FTSE EMERGING MARKETS ETF0703+7030350.03%+35
ALPHABET INC CLASS C(GOOG)01,600+1,60002840.27%+284
ALPS DISRUPTIVE TECHNOLOGIES ETF
DISRUPTIVE TECH
05,456+5,45602690.26%+269
BLACKSTONE INC(BX)04,614+4,61406900.66%+690
JPMORGAN CHASE BA 4 6 25CD FDIC INS DUE 12/19/25US0000300.03%+30
ISHARES IBONDS DEC 2026 TERM CORPORA
IBONDS DEC2026
46,95948,109+1,1501,1371,1671.11%+30
NORMAN OKLA 2 25 30GO UTX DUE 06/01/30OID0000280.03%+28
U S BANK NTNL AS 4 3 26CD FDIC INS DUE 01/02/26US0000270.03%+27
UBER TECHNOLOGIES INC(UBER)800900+10058840.08%+26
BRINKER INTL INC(EAT)0140+1400250.02%+25
ALLY BANK 3 3 25CD FDIC INS DUE 12/23/25US0000230.02%+23
LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS0200+2000210.02%+21
ISHARES CYBERSECURITY AND TECH ETF
CYBERSECURITY
03,200+3,20001700.16%+170
VANGUARD TOTAL INTERNATIONAL BOND ET
TOTAL INT BD ETF
45,87645,592-2842,2402,2572.15%+18
TRUIST BANK 4 3 26CD FDIC INS DUE 06/12/26US(TFC)0000160.02%+16
BANK OF AMERICA, 5 05 25CD FDIC INS DUE 09/29/25US0000150.01%+15
VANGUARD MID CAP ETF0640+64001790.17%+179
VANGUARD EMERGING MKTS GOV BOND ETF0200+2000130.01%+13
ISHARES IBONDS DEC 2029 TM MN BD ETF19,35019,700+3504854970.47%+13
ISHARES INTERNATIONAL SEL DIV ETF3,5003,50001091210.11%+12
ISHARES IBONDS DEC 2026 TRM MUNI ETF
IBONDS DEC 26
23,39423,794+4005986100.58%+12
ISHARES TIPS BOND ETF03,868+3,86804260.41%+426
ISHARES IBOXX HIGH YIELDBOND ETF5,0855,115+304014130.39%+11
INTERNTNL CONS AIRLS A FSPONSORED ADR 1 ADR REPS 2 ORD SHS4,0004,000027370.04%+10
WALMART INC(WMT)0990+9900970.09%+97
WILLIAMS COS INC(WMB)3,1493,14901881980.19%+10
WELLS FARGO BANK 4 25 26CD FDIC INS DUE 03/05/26US000090.01%+9
SCHWAB FUNDAMNTL US SML COM ETF016,458+16,45804720.45%+472
VANGUARD TOTAL WORLD STOCK ETF0195+1950250.02%+25
ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS(BUD)1,0421,042064720.07%+7
ISHARES INTERNATIONAL EQUITY FCT ETF
INTL EQTY FACTOR
2,0692,069064710.07%+7
WELLS FARGO BANK, 4 8 26CD FDIC INS DUE 01/12/26US000070.01%+7
NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS(NVS)700700078850.08%+7
CAPITAL ONE FINL CORP(COF)031+31070.01%+7
CHENIERE ENERGY INC(LNG)54154101251320.13%+7
ISHARES IBONDS DEC 2027 TRM MNI ETF
IBONDS DEC 27
21,14421,344+2005355410.52%+7
ISHARES IBOXX INVT GRADEBOND ETF6,1866,18606726780.65%+6
KINDER MORGAN INC DEL(KMI)6,4786,47801851900.18%+6
ILLINOIS HSG DEV 1 4 30SING HSG DUE 10/01/30XTRO00001330.13%+133
VANGUARD SMALL CAP VALUEETF0562+56201100.10%+110
JPMORGAN CHASE & CO(JPM)0100+1000290.03%+29
VANGUARD DIVIDEND APPRECIATION ETF0400+4000820.08%+82
FORD MTR CO DEL(F)5,3395,313-2654580.05%+4
MORGAN STANLEY(MS)0143+1430200.02%+20
QUALCOMM INC(QCOM)0603+6030960.09%+96
RTX CORP(RTX)251251033370.03%+3
GENERAL MTRS CO(GM)1,4521,455+368720.07%+3
BURLESON TEX WTR & 4 30WRSR UTIL DUE 03/01/30(TX)00002500.24%+250
TESLA INC(TSLA)0110+1100350.03%+35
CITIGROUP INC(C)0201+2010170.02%+17
INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
0515+5150370.03%+37
ISHARES MSCI INDIA INDEXETF
MSCI INDIA ETF
0600+6000330.03%+33
ALERIAN ENERGY INFRASTRUCTURE ETF
ALERIAN ENERGY
7,6007,800+2002492510.24%+2
ISHARES IBND DC 2028 TRMMUNI ETF
IBONDS DEC 28
19,16019,16004854870.46%+2
REALTY INCOME COR 1 8 33 DUE 03/15/33(O)0000800.08%+80
MONTGOMERY CNTY TEX 3 32GO UTX DUE 09/01/32OID(TX)0000710.07%+71
SAN DIEGO GAS & E 1 7 30 DUE 10/01/30(SRE)0000870.08%+87
EVANSTON ILL 2 31GO UTX DUE 12/01/310000880.08%+88
AURORA ILL 3 125 32GO UTX DUE 12/30/32OID0000970.09%+97
TRUIST FINL COR 1 125 27 DUE 08/03/27(TFC)00001220.12%+122
KANE COOK & DU PA 1 5 29GO UTX DUE 12/15/290000900.09%+90
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