Top 50 10elms Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 10.86% | 187.2K | $17.2M | +51.99%(+64.04K) | $79.78(+19.34%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 4.43% | 100.6K | $7.0M | +34.52%(+25.82K) | $58.50(+35.89%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 4.34% | 50.9K | $6.9M | +17.80%(+7.70K) | $117.99(+49.39%) | 2026-03-31 | |
| USMV | ISHARES TR MSCI USA MIN VOL | 3.54% | 60.5K | $5.6M | +80.77%(+27.05K) | $91.74(+3.23%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 3.13% | 34.5K | $5.0M | +27.24%(+7.38K) | $146.62(-1.04%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | 2.68% | 57.7K | $4.2M | +49.42%(+19.08K) | $73.61(-1.18%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | 2.65% | 21.4K | $4.2M | +675.26%(+18.64K) | $190.80(+8.32%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | 2.62% | 6.4K | $4.2M | +56.80%(+2.31K) | $611.15(+20.95%) | 2026-03-31 | |
| QUAL | ISHARES TR MSCI USA QLT FCT | 2.19% | 18.9K | $3.5M | +42.13%(+5.61K) | $183.59(+14.63%) | 2026-03-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 2.05% | 105.9K | $3.3M | +11.96%(+11.32K) | $27.86(+13.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.58% | +38.94% |
| Top 20 Holdings Unweighted | +10.69% | +35.60% |
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