Elm Advisors, LLC 13F 持仓 · 最近申报 2022年Q1
Elm Advisors 在 2022年Q1（报告期截至 2022-03-31）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 7,407.40 万美元。前几大持仓：VEU（11.84%）、VTI（11.33%）、VOO（6.99%）。本季前 25 大持仓中：减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD FTSE ALL-WORLD EX US INDEX FUND | $8.8M | 11.84% | 152,327 | 减持 |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | $8.4M | 11.33% | 36,863 | 减持 |
| 3 | VOO | VANGUARD S&P 500 ETF | $5.2M | 6.99% | 12,466 | 减持 |
| 4 | IVV | ISHARES CORE S&P 500 ETF | $5.0M | 6.77% | 11,048 | 减持 |
| 5 | SPY | SPDR S&P 500 ETF | $4.9M | 6.63% | 10,867 | 减持 |
| 6 | VV | VANGUARD LARGE-CAP INDEX FUND | $3.8M | 5.08% | 18,050 | 减持 |
| 7 | VB | VANGUARD SMALL-CAP INDEX FUND | $3.3M | 4.42% | 15,412 | 减持 |
| 8 | MDY | SPDR S&P MIDCAP 400 ETF | $2.7M | 3.70% | 5,582 | 减持 |
| 9 | VNQ | VANGUARD REAL ESTATE ETF | $2.6M | 3.48% | 23,786 | 减持 |
| 10 | VTV | VANGUARD VALUE INDEX FUND | $2.4M | 3.29% | 16,500 | 减持 |
| 11 | IJR | ISHARES S&P SMALL-CAP FUND | $2.2M | 2.97% | 20,383 | 减持 |
| 12 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.7M | 2.25% | 27,961 | 减持 |
| 13 | VO | VANGUARD MID-CAP INDEX FUND | $1.7M | 2.23% | 6,951 | 减持 |
| 14 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $1.6M | 2.22% | 31,905 | 减持 |
| 15 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND | $1.6M | 2.16% | 20,136 | 减持 |
| 16 | IWR | ISHARES RUSSELL MID-CAP ETF | $1.4M | 1.85% | 17,590 | 减持 |
| 17 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.3M | 1.77% | 27,351 | 减持 |
| 18 | SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $1.2M | 1.68% | 18,809 | 减持 |
| 19 | QQQ | INVESCO QQQ TRUST | $1.2M | 1.65% | 3,369 | 减持 |
| 20 | AAPL | APPLE INC COM | $1.1M | 1.48% | 6,265 | 减持 |
| 21 | ESGV | VANGUARD ESG U.S. STOCK ETF | $1.0M | 1.39% | 12,683 | 持平 |
| 22 | BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1.0M | 1.37% | 11,106 | 减持 |
| 23 | CMF | ISHARES CALIFORNIA MUNI BOND ETF | $976,000 | 1.32% | 16,775 | 持平 |
| 24 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $776,000 | 1.05% | 7,691 | 持平 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $762,000 | 1.03% | 2,160 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR