Top 50 Elm Partners Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 12.97% | 960.2K | $299.3M | -3.60%(-35.86K) | $263.23(+39.57%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 10.52% | 4.63M | $242.8M | +0.14%(+6.50K) | $45.98(+30.40%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 9.29% | 8.07M | $214.4M | +14.05%(+993.41K) | $26.42(+1.31%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 7.33% | 2.12M | $169.1M | -3.60%(-79.11K) | $64.32(+36.00%) | 2026-03-31 | |
| ELM | SERIES PORTFOLIOS TR | 6.92% | 6.01M | $159.6M | +33.57%(+1.51M) | $25.26(+15.06%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 6.04% | 1.84M | $139.4M | +1592.06%(+1.73M) | $75.54(+0.03%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.23% | 1.79M | $120.6M | +20.70%(+307.14K) | $53.89(+52.71%) | 2026-03-31 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 5.01% | 1.23M | $115.7M | +1.44%(+17.43K) | $74.76(+52.45%) | 2026-03-31 | |
| IEUR | ISHARES TR | 3.31% | 1.12M | $76.3M | +16.47%(+158.32K) | $59.04(+26.39%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.96% | 1.17M | $68.2M | -12.25%(-162.78K) | $58.75(-0.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.70% | +32.01% |
| Top 20 Holdings Unweighted | +9.94% | +32.89% |
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