Universe · entity
Elm Partners Management LLC
Institutional manager (13F) · CIK 1743941
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $299M | 960,162 |
| 2 | VANGUARD INTL EQUITY INDEX F | $243M | 4,632,193 |
| 3 | SCHWAB STRATEGIC TR | $214M | 8,065,801 |
| 4 | VANGUARD INTL EQUITY INDEX F | $169M | 2,117,017 |
| 5 | SERIES PORTFOLIOS TR | $160M | 6,006,305 |
| 6 | VANGUARD INSTL INDEX FD | $139M | 1,842,620 |
| 7 | ISHARES INC | $121M | 1,791,143 |
| 8 | VANGUARD INTL EQUITY INDEX F | $116M | 1,225,262 |
| 9 | ISHARES TR | $76M | 1,119,616 |
| 10 | VANGUARD SCOTTSDALE FDS | $68M | 1,165,925 |
| 11 | VANGUARD INDEX FDS | $62M | 106,752 |
| 12 | ISHARES TR | $60M | 431,442 |
| 13 | VANGUARD BD INDEX FDS | $55M | 745,556 |
| 14 | J P MORGAN EXCHANGE TRADED F | $44M | 632,274 |
| 15 | ISHARES TR | $38M | 507,836 |
| 16 | SPDR INDEX SHS FDS | $38M | 826,995 |
| 17 | J P MORGAN EXCHANGE TRADED F | $29M | 320,704 |
| 18 | ISHARES TR | $29M | 284,362 |
| 19 | ISHARES TR | $27M | 275,691 |
| 20 | VANGUARD INDEX FDS | $27M | 139,209 |
| 21 | VANGUARD INDEX FDS | $22M | 85,423 |
| 22 | SCHWAB STRATEGIC TR | $21M | 1,010,445 |
| 23 | VANGUARD MUN BD FDS | $19M | 375,373 |
| 24 | ISHARES TR | $19M | 179,257 |
| 25 | NVIDIA CORPORATION | $18M | 110,658 |
| 26 | SPDR SERIES TRUST | $16M | 211,312 |
| 27 | ISHARES TR | $15M | 140,396 |
| 28 | ISHARES TR | $9M | 14,743 |
| 29 | VANGUARD INDEX FDS | $8M | 93,988 |
| 30 | APPLE INC | $6M | 25,791 |
| 31 | ISHARES INC | $6M | 112,070 |
| 32 | DIMENSIONAL ETF TRUST | $6M | 85,046 |
| 33 | ISHARES TR | $5M | 49,756 |
| 34 | SCHWAB STRATEGIC TR | $5M | 197,275 |
| 35 | VERTIV HOLDINGS CO | $4M | 19,053 |
| 36 | BERKSHIRE HATHAWAY INC DEL | $4M | 6 |
| 37 | STATE STR SPDR S&P 500 ETF T | $4M | 6,194 |
| 38 | VANGUARD TAX-MANAGED FDS | $4M | 60,019 |
| 39 | COHERENT CORP | $4M | 15,998 |
| 40 | ELI LILLY & CO | $3M | 3,877 |
| 41 | SELECT SECTOR SPDR TR | $3M | 26,891 |
| 42 | CROWDSTRIKE HLDGS INC | $3M | 7,594 |
| 43 | VANGUARD WORLD FD | $3M | 23,474 |
| 44 | ISHARES TR | $3M | 22,514 |
| 45 | BROOKFIELD CORP | $3M | 69,811 |
| 46 | SELECT SECTOR SPDR TR | $3M | 52,008 |
| 47 | SCHWAB STRATEGIC TR | $3M | 103,002 |
| 48 | INTERNATIONAL BUSINESS MACHS | $2M | 10,377 |
| 49 | VANGUARD WORLD FD | $2M | 6,829 |
| 50 | VANGUARD WORLD FD | $2M | 6,977 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.