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Home > Institutional Investor > Elm Advisors, Llc > Profile

Instuitional Investor - Elm Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Elm Advisors, Llc
Portfolio Value $74,072,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 152,327 $8,773,000 11.84%
2.
Vanguard Total Stock Market Index Fund
 36,863 $8,393,000 11.33%
3.
Vanguard S&P 500 Etf
 12,466 $5,176,000 6.98%
4.
Ishares Trust
 IEF 11,048 $5,012,000 6.76%
5.
Spdr S & P 500 Etf Trust
 SPY 10,867 $4,908,000 6.62%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)