Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Elm Partners Management LLC
  City: WILSON
  State: WY
  Zip: 83014
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,263,808,000
  Total Value Change : $163,592,000
  Securities Held Change : 9
   
All Securities Held : 61
  New Positions : 10
  Closed Positions : 1
  Increased Positions : 27
  Unchanged Positions : 8
  Decreased Positions : 16

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 30 - $57.31 $3,279,000 55,912 0.26% 140,000 0 0.011    Closed - End Fund - F...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 33 - $64.48 $2,513,000 39,678 0.2% 57,000 0 0.025    Closed - End Fund - E...
   (SCHC)1 Year Chart         SCHC Schwab International Small-... 34 - $36.68 $2,172,000 60,668 0.17% 55,000 0 0.059    Closed - End Fund - E...
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 51 - $267.11 $358,000 1,325 0.03% 26,000 0 0.002    Closed - End Fund - E...
   (VIS)1 Year Chart         VIS Vanguard Industrials ETF 52 - $242.29 $352,000 1,442 0.03% 34,000 0 0.007    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 53 - $532.55 $321,000 613 0.03% 24,000 0 0    Closed - End Fund - E...
   (VOX)1 Year Chart         VOX Vanguard Telecom Services ETF 58 - $134.14 $257,000 1,962 0.02% 26,000 0 0.007    Closed - End Fund - E...
   (VCR)1 Year Chart         VCR Vanguard Cnsmr Discre VIPERs 59 - $309.35 $254,000 800 0.02% 10,000 0 0.005    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results