13FBOX
ELM ADVISORS, LLC · 13F Holdings
Options Calculator Rankings

ELM ADVISORS, LLC

No.10653 Data as of 2022Q2
Latest AUM (Q2 2022)
$74.1M
QoQ Change Q1 2022
$0+0.0%
Holdings
45
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
45
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2022 ValueQ2 2022 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INTL EQUITY INDEX FVEU
11.84%11.84%$8.8M152,327$8.8M152,32700.00%Unchanged
GGENERAL DYNAMICS CORPVTI
11.33%11.33%$8.4M36,863$8.4M36,86300.00%Unchanged
VVANGUARD INDEX FDSVOO
6.99%6.99%$5.2M12,466$5.2M12,46600.00%Unchanged
IISHARES TRIVV
6.77%6.77%$5.0M11,048$5.0M11,04800.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
6.63%6.63%$4.9M10,867$4.9M10,86700.00%Unchanged
VVANGUARD INDEX FDSVV
5.08%5.08%$3.8M18,050$3.8M18,05000.00%Unchanged
VVANGUARD INDEX FDSVB
4.42%4.42%$3.3M15,412$3.3M15,41200.00%Unchanged
SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY
3.7%3.7%$2.7M5,582$2.7M5,58200.00%Unchanged
VVANGUARD INDEX FDSVNQ
3.48%3.48%$2.6M23,786$2.6M23,78600.00%Unchanged
VVANGUARD INDEX FDSVTV
3.29%3.29%$2.4M16,500$2.4M16,50000.00%Unchanged
IISHARES COREIJR
2.97%2.97%$2.2M20,383$2.2M20,38300.00%Unchanged
VVANGUARD STAR FDSVXUS
2.25%2.25%$1.7M27,961$1.7M27,96100.00%Unchanged
VVANGUARD MIDVO
2.23%2.23%$1.7M6,951$1.7M6,95100.00%Unchanged
VVANGUARD MUN BD FDSVTEB
2.22%2.22%$1.6M31,905$1.6M31,90500.00%Unchanged
VVANGUARD TOTALBND
2.16%2.16%$1.6M20,136$1.6M20,13600.00%Unchanged
IISHARES RUSSELL MIDCAP ETFIWR
1.85%1.85%$1.4M17,590$1.4M17,59000.00%Unchanged
VVANGUARD FTSEVEA
1.77%1.77%$1.3M27,351$1.3M27,35100.00%Unchanged
IISHARES MSCI EAFE SMALL-CAP ETFSCZ
1.68%1.68%$1.2M18,809$1.2M18,80900.00%Unchanged
IINVESCO QQQ TRVOO
1.65%1.65%$1.2M3,369$1.2M3,36900.00%Unchanged
APPLE INCAAPL
1.48%1.48%$1.1M6,265$1.1M6,26500.00%Unchanged
VVANGUARD WORLD FDESGV
1.39%1.39%$1.0M12,683$1.0M12,68300.00%Unchanged
SSPDR SERIES TRUSTBIL
1.37%1.37%$1.0M11,106$1.0M11,10600.00%Unchanged
IISHARES TRCMF
1.32%1.32%$976,00016,775$976,00016,77500.00%Unchanged
IISHARES TRITOT
1.05%1.05%$776,0007,691$776,0007,69100.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
1.03%1.03%$762,0002,160$762,0002,16000.00%Unchanged
VVANGUARD FSTEVWO
0.94%0.94%$696,00015,095$696,00015,09500.00%Unchanged
IISHARES MSCI EAFE ETFEFA
0.77%0.77%$574,0007,805$574,0007,80500.00%Unchanged
IISHARES S&P SMALL-CAP 600 VALUE ETFIJS
0.72%0.72%$533,0005,201$533,0005,20100.00%Unchanged
SSELECT SECTOR SPDR TRXLK
0.69%0.69%$509,0003,200$509,0003,20000.00%Unchanged
VVANGUARD MALVERN FDSVTIP
0.68%0.68%$502,0009,795$502,0009,79500.00%Unchanged
IISHARES RUSSELLIWM
0.67%0.67%$498,0002,425$498,0002,42500.00%Unchanged
DEERE & CODE
0.67%0.67%$494,0001,189$494,0001,18900.00%Unchanged
VVANGUARD BD INDEX FDSBSV
0.61%0.61%$453,0005,820$453,0005,82000.00%Unchanged
VVANGUARD SMALLVBR
0.53%0.53%$390,0002,217$390,0002,21700.00%Unchanged
MCDONALDS CORPMCD
0.52%0.52%$384,0001,551$384,0001,55100.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVSS
0.42%0.42%$311,0002,512$311,0002,51200.00%Unchanged
JPMORGAN CHASE & COJPM
0.38%0.38%$281,0002,058$281,0002,05800.00%Unchanged
PEPSICO INCPEP
0.34%0.34%$249,0001,485$249,0001,48500.00%Unchanged
CHEVRON CORPORATIONCVX
0.33%0.33%$241,0001,480$241,0001,48000.00%Unchanged
SSCHWAB USSCHX
0.32%0.32%$236,0004,390$236,0004,39000.00%Unchanged
SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX
0.31%0.31%$228,0006,485$228,0006,48500.00%Unchanged
APPLIED MATLS INCAMAT
0.3%0.3%$225,0001,710$225,0001,71000.00%Unchanged
DOVER CORPDOV
0.3%0.3%$220,0001,401$220,0001,40100.00%Unchanged
AUTOZONE INCAZO
0.29%0.29%$217,000106$217,00010600.00%Unchanged
MICROSOFT CORPMSFT
0.27%0.27%$203,000657$203,00065700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow