HoldingsChannel.com
All Stocks Held By Elm Partners Management LLC
As of  12/31/2023, we find all stocks held by Elm Partners Management LLC to be as follows, presented in the table below with each row detailing each Elm Partners Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Elm Partners Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Elm Partners Management LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 594,791 +32,462 $141,096
     VTI594,791+32,462$141,096
ISHARES TR (ITOT) 1,028,945 +101,073 $108,276
     ITOT1,028,945+101,073$108,276
VANGUARD INTL EQUITY INDEX F (VGK) 1,608,301 +64,803 $103,703
     VGK1,608,301+64,803$103,703
VANGUARD INTL EQUITY INDEX F (VWO) 2,306,135 +187,529 $94,782
     VWO2,306,135+187,529$94,782
ISHARES INC (IEMG) 1,706,416 -25,527 $86,311
     IEMG1,706,416-25,527$86,311
ISHARES TR (SGOV) 611,394 -734,726 $61,304
     SGOV611,394-734,726$61,304
SCHWAB STRATEGIC TR 1,170,968 +254,037 $61,125
     SCHP1,170,968+254,037$61,125
ISHARES TR (IEUR) 1,007,373 +359,198 $55,426
     IEUR1,007,373+359,198$55,426
VANGUARD INTL EQUITY INDEX F (VPL) 717,372 +25,454 $51,672
     VPL717,372+25,454$51,672
DBX ETF TR (HYLB) 1,378,759 +492,029 $49,015
     HYLB1,378,759+492,029$49,015
VANGUARD INDEX FDS (VNQ) 395,491 +310,883 $34,946
     VNQ395,491+310,883$34,946
ISHARES TR (IPAC) 550,791 +1,572 $32,778
     IPAC550,791+1,572$32,778
ISHARES TR (AGG) 224,402 +189,191 $22,272
     AGG224,402+189,191$22,272
ISHARES TR (IVV) 38,186 -5,365 $18,239
     IVV38,186-5,365$18,239
ISHARES TR (MUB) 148,490 +48,656 $16,098
     MUB148,490+48,656$16,098
J P MORGAN EXCHANGE TRADED F (BBCA) 225,733 +15,405 $14,474
     BBCA225,733+15,405$14,474
VANGUARD INDEX FDS (VB) 67,013 +4,564 $14,296
     VB67,013+4,564$14,296
VANGUARD MUN BD FDS (VTEB) 266,921 +229,675 $13,626
     VTEB266,921+229,675$13,626
ISHARES GOLD TR (IAU) 341,766 +115,947 $13,339
     IAU341,766+115,947$13,339
VANGUARD INTL EQUITY INDEX F (VNQI) 307,489 +46,623 $13,096
     VNQI307,489+46,623$13,096
VANGUARD INDEX FDS (VOO) 29,644 +1,133 $12,949
     VOO29,644+1,133$12,949
VANGUARD BD INDEX FDS (BND) 164,405 -36,683 $12,092
     BND164,405-36,683$12,092
VANGUARD INDEX FDS (VTV) 80,176 +30,356 $11,986
     VTV80,176+30,356$11,986
ISHARES TR (STIP) 114,715 +54,017 $11,310
     STIP114,715+54,017$11,310
VANGUARD SCOTTSDALE FDS (VGSH) 169,732 -159,134 $9,900
     VGSH169,732-159,134$9,900
ISHARES INC (EWC) 139,295 +13,541 $5,109
     EWC139,295+13,541$5,109
ISHARES TR (LQD) 37,470 +21,448 $4,146
     LQD37,470+21,448$4,146
SPDR SER TR (BIL) 43,221 -145,691 $3,950
     BIL43,221-145,691$3,950
ISHARES TR (IUSV) 46,454 -3,183 $3,917
     IUSV46,454-3,183$3,917
VANGUARD INTL EQUITY INDEX F (VEU) 55,912 UNCH $3,139
     VEU55,912UNCH$3,139
ISHARES TR (SCZ) 39,678 -21,762 $2,456
     SCZ39,678-21,762$2,456
SCHWAB STRATEGIC TR 60,668 -940 $2,117
     SCHC60,668-940$2,117
ISHARES TR (IJR) 18,988 -1,887 $2,055
     IJR18,988-1,887$2,055
SELECT SECTOR SPDR TR (XLK) 6,043 +2,098 $1,163
     XLK6,043+2,098$1,163
SCHWAB STRATEGIC TR 43,346 -43,346 $898
     SCHH43,346-43,346$898
SPDR S&P 500 ETF TR (SPY) 1,703 UNCH $810
     SPY1,703UNCH$810
SCHWAB STRATEGIC TR 14,543 -2,479 $687
     SCHA14,543-2,479$687
SCHWAB STRATEGIC TR 10,937 -942 $609
     SCHB10,937-942$609
VANGUARD WORLD FDS (VFH) 6,597 +3,300 $609
     VFH6,597+3,300$609
ISHARES TR (HYG) 7,548 -927 $584
     HYG7,548-927$584
ISHARES TR (TIP) 5,068 -127 $545
     TIP5,068-127$545
SELECT SECTOR SPDR TR (XLV) 2,961 +176 $404
     XLV2,961+176$404
SELECT SECTOR SPDR TR (XLY) 2,098 -365 $375
     XLY2,098-365$375
VANGUARD WORLD FDS (VDC) 1,804 +488 $344
     VDC1,804+488$344
VANGUARD WORLD FDS (VHT) 1,325 +1,325 $332
     VHT1,325+1,325$332
VANGUARD WORLD FDS (VIS) 1,442 +1,442 $318
     VIS1,442+1,442$318
SELECT SECTOR SPDR TR (XLC) 4,141 +26 $301
     XLC4,141+26$301
VANGUARD WORLD FDS (VGT) 613 +613 $297
     VGT613+613$297
VANGUARD WORLD FDS (VCR) 800 +800 $244
     VCR800+800$244
ISHARES TR (IWD) 1,472 -444 $243
     IWD1,472-444$243
VANGUARD WORLD FDS (VOX) 1,962 +1,962 $231
     VOX1,962+1,962$231
SELECT SECTOR SPDR TR (XLB) 2,586 +2,586 $221
     XLB2,586+2,586$221
VANGUARD INTL EQUITY INDEX F 0 -3,638 $0 (exited)
     VSS0-3,638$0

See Summary: Elm Partners Management LLC Top Holdings
See Details: Top 10 Stocks Held By Elm Partners Management LLC

EntityShares/Amount
Change
Position Value
Change
VHT +1,325+$332
VIS +1,442+$318
VGT +613+$297
VCR +800+$244
VOX +1,962+$231
XLB +2,586+$221
EntityShares/Amount
Change
Position Value
Change
VSS -3,638-$386
EntityShares/Amount
Change
Position Value
Change
HYLB +492,029+$18,955
IEUR +359,198+$23,238
VNQ +310,883+$28,545
SCHP +254,037+$14,829
VTEB +229,675+$11,834
AGG +189,191+$18,961
VWO +187,529+$11,711
IAU +115,947+$5,438
ITOT +101,073+$20,880
VGK +64,803+$14,288
EntityShares/Amount
Change
Position Value
Change
SGOV -734,726-$74,210
VGSH -159,134-$9,043
BIL -145,691-$13,396
SCHH -43,346-$641
BND -36,683-$1,940
IEMG -25,527+$3,888
SCZ -21,762-$1,014
IVV -5,365-$463
IUSV -3,183+$213
Size ($ in 1000's)
At 12/31/2023: $1,100,215
At 09/30/2023: $966,884

Elm Partners Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Elm Partners Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Elm Partners Management LLC | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.