Holdings Channel
EntityShares/Amount
Change
Position Value
Change
SCHF +67,103+$2,618
IVE +5,232+$977
VEA +9,097+$456
VOE +2,484+$387
XLI +3,047+$384
VBR +1,972+$378
SCHV +4,095+$311
IWS +2,221+$278
IWN +1,561+$248
XLF +4,864+$205
EntityShares/Amount
Change
Position Value
Change
TIP -5,068-$545
EntityShares/Amount
Change
Position Value
Change
IEMG +505,631+$27,831
VWO +498,994+$22,388
SGOV +299,344+$30,416
SCHH +135,763+$2,738
HYLB +126,249+$4,729
VGK +105,890+$11,731
VPL +86,072+$9,414
VTI +81,178+$34,588
ITOT +50,102+$16,138
BBCA +48,726+$3,863
EntityShares/Amount
Change
Position Value
Change
VTEB -89,487-$4,648
BND -84,747-$6,306
IEUR -67,434-$1,051
VNQ -36,504-$3,901
SCHP -28,457-$1,532
VNQI -25,739-$1,223
MUB -15,990-$1,841
AGG -15,545-$1,817
STIP -12,759-$1,173
Size ($ in 1000's)
At 03/31/2024: $1,263,808
At 12/31/2023: $1,100,215

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
As of  03/31/2024, 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
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 675,969 +81,178 $175,684
     VTI675,969+81,178$175,684
ISHARES TR (ITOT) 1,079,047 +50,102 $124,414
     ITOT1,079,047+50,102$124,414
VANGUARD INTL EQUITY INDEX F (VWO) 2,805,129 +498,994 $117,170
     VWO2,805,129+498,994$117,170
VANGUARD INTL EQUITY INDEX F (VGK) 1,714,191 +105,890 $115,434
     VGK1,714,191+105,890$115,434
ISHARES INC (IEMG) 2,212,047 +505,631 $114,142
     IEMG2,212,047+505,631$114,142
ISHARES TR (SGOV) 910,738 +299,344 $91,720
     SGOV910,738+299,344$91,720
VANGUARD INTL EQUITY INDEX F (VPL) 803,444 +86,072 $61,086
     VPL803,444+86,072$61,086
SCHWAB STRATEGIC TR 1,142,511 -28,457 $59,593
     SCHP1,142,511-28,457$59,593
ISHARES TR (IEUR) 939,939 -67,434 $54,375
     IEUR939,939-67,434$54,375
DBX ETF TR (HYLB) 1,505,008 +126,249 $53,744
     HYLB1,505,008+126,249$53,744
ISHARES TR (IPAC) 592,531 +41,740 $37,513
     IPAC592,531+41,740$37,513
VANGUARD INDEX FDS (VNQ) 358,987 -36,504 $31,045
     VNQ358,987-36,504$31,045
ISHARES TR (AGG) 208,857 -15,545 $20,455
     AGG208,857-15,545$20,455
ISHARES TR (IVV) 36,971 -1,215 $19,437
     IVV36,971-1,215$19,437
J P MORGAN EXCHANGE TRADED F (BBCA) 274,459 +48,726 $18,337
     BBCA274,459+48,726$18,337
ISHARES GOLD TR (IAU) 370,268 +28,502 $15,555
     IAU370,268+28,502$15,555
VANGUARD INDEX FDS (VOO) 30,501 +857 $14,662
     VOO30,501+857$14,662
VANGUARD INDEX FDS (VB) 63,457 -3,556 $14,506
     VB63,457-3,556$14,506
ISHARES TR (MUB) 132,500 -15,990 $14,257
     MUB132,500-15,990$14,257
VANGUARD INDEX FDS (VTV) 85,772 +5,596 $13,969
     VTV85,772+5,596$13,969
VANGUARD SCOTTSDALE FDS (VGSH) 216,643 +46,911 $12,580
     VGSH216,643+46,911$12,580
VANGUARD INTL EQUITY INDEX F (VNQI) 281,750 -25,739 $11,873
     VNQI281,750-25,739$11,873
ISHARES TR (STIP) 101,956 -12,759 $10,137
     STIP101,956-12,759$10,137
VANGUARD MUN BD FDS (VTEB) 177,434 -89,487 $8,978
     VTEB177,434-89,487$8,978
VANGUARD BD INDEX FDS (BND) 79,658 -84,747 $5,786
     BND79,658-84,747$5,786
ISHARES INC (EWC) 135,099 -4,196 $5,172
     EWC135,099-4,196$5,172
ISHARES TR (LQD) 39,249 +1,779 $4,275
     LQD39,249+1,779$4,275
ISHARES TR (IUSV) 46,408 -46 $4,197
     IUSV46,408-46$4,197
SCHWAB STRATEGIC TR 179,109 +135,763 $3,636
     SCHH179,109+135,763$3,636
VANGUARD INTL EQUITY INDEX F (VEU) 55,912 UNCH $3,279
     VEU55,912UNCH$3,279
SPDR SER TR (BIL) 35,225 -7,996 $3,234
     BIL35,225-7,996$3,234
SCHWAB STRATEGIC TR 67,103 +67,103 $2,618
     SCHF67,103+67,103$2,618
ISHARES TR (SCZ) 39,678 UNCH $2,513
     SCZ39,678UNCH$2,513
SCHWAB STRATEGIC TR 60,668 UNCH $2,172
     SCHC60,668UNCH$2,172
ISHARES TR (IJR) 18,997 +9 $2,100
     IJR18,997+9$2,100
SELECT SECTOR SPDR TR (XLK) 9,216 +3,173 $1,919
     XLK9,216+3,173$1,919
SCHWAB STRATEGIC TR 21,587 +10,650 $1,318
     SCHB21,587+10,650$1,318
SPDR S&P 500 ETF TR (SPY) 1,905 +202 $996
     SPY1,905+202$996
ISHARES TR (IVE) 5,232 +5,232 $977
     IVE5,232+5,232$977
VANGUARD WORLD FD (VFH) 8,719 +2,122 $893
     VFH8,719+2,122$893
SCHWAB STRATEGIC TR 14,362 -181 $707
     SCHA14,362-181$707
SELECT SECTOR SPDR TR (XLV) 4,519 +1,558 $668
     XLV4,519+1,558$668
ISHARES TR (HYG) 7,069 -479 $549
     HYG7,069-479$549
SELECT SECTOR SPDR TR (XLC) 6,016 +1,875 $491
     XLC6,016+1,875$491
VANGUARD WORLD FD (VDC) 2,315 +511 $473
     VDC2,315+511$473
VANGUARD TAX MANAGED FDS (VEA) 9,097 +9,097 $456
     VEA9,097+9,097$456
SELECT SECTOR SPDR TR (XLY) 2,119 +21 $390
     XLY2,119+21$390
VANGUARD INDEX FDS (VOE) 2,484 +2,484 $387
     VOE2,484+2,484$387
SELECT SECTOR SPDR TR (XLI) 3,047 +3,047 $384
     XLI3,047+3,047$384
VANGUARD INDEX FDS (VBR) 1,972 +1,972 $378
     VBR1,972+1,972$378
VANGUARD WORLD FD (VHT) 1,325 UNCH $358
     VHT1,325UNCH$358
VANGUARD WORLD FD (VIS) 1,442 UNCH $352
     VIS1,442UNCH$352
VANGUARD WORLD FD (VGT) 613 UNCH $321
     VGT613UNCH$321
SCHWAB STRATEGIC TR 4,095 +4,095 $311
     SCHV4,095+4,095$311
ISHARES TR (IWD) 1,681 +209 $301
     IWD1,681+209$301
SELECT SECTOR SPDR TR (XLB) 3,107 +521 $289
     XLB3,107+521$289
ISHARES TR (IWS) 2,221 +2,221 $278
     IWS2,221+2,221$278
VANGUARD WORLD FD (VOX) 1,962 UNCH $257
     VOX1,962UNCH$257
VANGUARD WORLD FD (VCR) 800 UNCH $254
     VCR800UNCH$254
ISHARES TR (IWN) 1,561 +1,561 $248
     IWN1,561+1,561$248
SELECT SECTOR SPDR TR (XLF) 4,864 +4,864 $205
     XLF4,864+4,864$205
ISHARES TR 0 -5,068 $0 (exited)
     TIP0-5,068$0

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

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