Elm Partners Management LLC Reduced Holdings in Q1 2025

Elm Partners Management LLC

  • $1.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-491K
- 54.79%
$271.18 - $303.12 $133M - $149M
405K $111M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-567K
- 48.97%
$120.29 - $134.6 $68.2M - $76.3M
591K $72.1M
IEMG
Ishares Inc

ETFs
-960K
- 40.62%
N/A
1.4M $75.3M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-508K
- 48.32%
$53.69 - $62.68 $27.3M - $31.9M
544K $32.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-201K
- 45.25%
$95.85 - $99.25 $19.2M - $19.9M
243K $24M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-301K
- 44.11%
$59.63 - $64.37 $18M - $19.4M
382K $23.8M
VB
Vanguard Small Cap ETF

ETFs
-65.5K
- 62.28%
$217.89 - $252.64 $14.3M - $16.6M
39.7K $8.8M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-134K
- 32.74%
$69.15 - $74.69 $9.25M - $9.99M
275K $19.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-92.2K
- 7.91%
$100.34 - $100.68 $9.25M - $9.28M
1.07M $108M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15.2K
- 39.85%
$507.05 - $563.67 $7.68M - $8.54M
22.9K $11.8M
MUB
Ishares National Muni Bond ETF

ETFs
-75K
- 53.68%
$104.71 - $107.69 $7.85M - $8.08M
64.7K $6.83M
IVV
Ishares Core S&P 500 ETF

ETFs
-11.5K
- 30.17%
$554.06 - $615.85 $6.37M - $7.08M
26.6K $15M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-353K
- 42.33%
$20.2 - $22.24 $7.13M - $7.85M
481K $10.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-56.9K
- 39.68%
$85.55 - $94.34 $4.87M - $5.37M
86.5K $7.83M
XLK
Technology Sector Spdr

ETFs
-10.4K
- 86.91%
$206.38 - $242.18 $2.14M - $2.51M
1.56K $321K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-40K
- 5.36%
$69.87 - $75.62 $2.79M - $3.02M
706K $51.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-25.3K
- 11.01%
$49.25 - $50.66 $1.24M - $1.28M
204K $10.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-40.8K
- 31.72%
$23.16 - $27.04 $944K - $1.1M
87.7K $2.06M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-8.09K
- 13.68%
$90.0 - $96.32 $728K - $779K
51K $4.71M
XLY
Select Sector Spdr Consumer Di

ETFs
-2.96K
- 60.45%
$192.6 - $233.2 $570K - $690K
1.94K $382K
XLF
Financial Sector Spdr

ETFs
-9.43K
- 41.54%
$47.32 - $52.19 $446K - $492K
13.3K $661K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.6K
- 26.59%
$94.84 - $105.31 $247K - $274K
7.19K $692K
XLI
Industrial Sector Spdr

ETFs
-1.77K
- 50.54%
$128.78 - $141.67 $228K - $251K
1.73K $227K
EWC
Ishares Msci Canada ETF

ETFs
-5.66K
- 4.5%
$39.3 - $42.52 $222K - $241K
120K $4.9M
VCR
Vanguard Consumer Discretionar

ETFs
-286
- 19.54%
$318.51 - $391.75 $91.1K - $112K
1.18K $383K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-905
- 3.26%
$91.45 - $91.75 $82.8K - $83K
26.9K $2.47M
TIP
Ishares Tr Tips Bd ETF

ETFs
-673
- 23.02%
$106.22 - $111.09 $71.5K - $74.8K
2.25K $249K
GS
Goldman Sachs Group Inc

Financial Services
-73
- 13.62%
$524.81 - $672.19 $38.3K - $49.1K
463 $252K
IWN
Ishares Russell2000 Val ETF

ETFs
-208
- 12.12%
$149.27 - $169.4 $31K - $35.2K
1.51K $227K
IVE
Ishares S&P 500 Value ETF

ETFs
-266
- 5.08%
$185.78 - $198.58 $49.4K - $52.8K
4.97K $946K
VOX
Vanguard Communication Service

ETFs
-73
- 3.48%
$147.73 - $169.24 $10.8K - $12.4K
2.02K $300K
VFH
Vanguard Financial ETF

ETFs
-214
- 2.9%
$114.07 - $127.34 $24.4K - $27.3K
7.16K $855K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-240
- 1.95%
$25.77 - $27.6 $6.18K - $6.62K
12.1K $321K
IWD
Ishares Russell 1000 Val ETF

ETFs
-2
- 0.13%
$182.82 - $196.21 $366 - $392
1.58K $297K
Activity Summary
Buys All Purchases 30 New Holdings 10 Increased Positions 20 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elm Partners Management LLC Portfolio

Follow Elm Partners Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elm Partners Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elm Partners Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email