Elm-Partners-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  "SCHH",
  "STNE",
  null,
  "MUB",
  null,
  null,
  null,
  "IWS",
  "MSFT",
  null,
  null,
  null,
  "IJR",
  "IWD",
  "VHT",
  "VGSH",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "GS",
  null,
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  "VNQ",
  "VOE",
  "VWO",
  null,
  "IWN",
  null,
  null,
  "SCHB",
  "IVE",
  null,
  "BBCA",
  "VPL",
  null,
  "VGT",
  null,
  "VFH",
  "VEA",
  "VGK",
  null,
  "VXUS",
  "VTEB",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  null,
  "BBEU",
  "SCHF",
  "SCHA",
  "IUSV",
  null,
  "XLK",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 66
Total Value: 1553086108
Accession Number: 0001172661-25-001759
Form Type: 13F-HR
CIK: elm-partners-management
Manager Name: Elm-Partners-Management

Data Enrichment

65% identified

43 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

66 positions • $1,553,086.108K total value

66 positions

Manager:

SEC FilingSEC DataHachi Filing

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46432F842

IEFA|46432F842

Shares:9.5K

Value:$719.8K

81369Y852

Shares:7.2K

Value:$693.0K

922908611

VBR|922908611

Shares:3.7K

Value:$688.0K

81369Y605

Shares:13.3K

Value:$661.4K

92204A603

Shares:2.2K

Value:$534.0K

464287101

Shares:2.0K

Value:$530.8K

92204A504

VHT|92204A504

Shares:1.9K

Value:$495.6K

921909768

VXUS|921909768

Shares:6.9K

Value:$430.5K

922908512

VOE|922908512

Shares:2.6K

Value:$417.7K

35473P827

Shares:11.2K

Value:$417.2K

464287473

IWS|464287473

Shares:3.2K

Value:$406.8K

92204A108

Shares:1.2K

Value:$383.5K

81369Y407

Shares:1.9K

Value:$382.5K

StoneCo Ltd.

STNE|G85158106

Shares:31.4K

Value:$329.4K

81369Y803

XLK|81369Y803

Shares:1.6K

Value:$321.9K

808524409

Shares:12.1K

Value:$321.6K

92204A884

Shares:2.0K

Value:$300.0K

MICROSOFT CORP

MSFT|594918104

Shares:799

Value:$299.8K

464287598

IWD|464287598

Shares:1.6K

Value:$297.9K

Apple Inc.

AAPL|037833100

Shares:1.3K

Value:$280.4K

Instrument	Shares		Other Manager	Value
(IEFAcusip46432F842)	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$719.8K	QoQ NEW(+$719.8K) YoY NEW(+$719.8K)
(cusip81369Y852)✕	7.2K	QoQ -26.58% (-2.6K) YoY +19.43% (+1.2K)	All Managers (Combined)	$693.0K	QoQ -26.85% (-$254.5K) YoY +41.06% (+$201.7K)
(VBRcusip922908611)	3.7K	QoQ +32.27% (+901) YoY +87.27% (+1.7K)	All Managers (Combined)	$688.0K	QoQ +24.34% (+$134.7K) YoY +81.82% (+$309.6K)
(cusip81369Y605)✕	13.3K	QoQ -41.53% (-9.4K) YoY +172.96% (+8.4K)	All Managers (Combined)	$661.4K	QoQ -39.74% (-$436.3K) YoY +222.81% (+$456.5K)
(cusip92204A603)✕	2.2K	QoQ +1.26% (-27) YoY +49.58% (+715)	All Managers (Combined)	$534.0K	QoQ -1.45% (-$7.9K) YoY +51.66% (+$181.9K)
(cusip464287101)✕	2.0K	QoQ 0.00% (-0) YoY NEW(+2.0K)	All Managers (Combined)	$530.8K	QoQ -6.23% (-$35.3K) YoY NEW(+$530.8K)
(VHTcusip92204A504)	1.9K	QoQ +8.20% (+142) YoY +41.28% (+547)	All Managers (Combined)	$495.6K	QoQ +12.92% (+$56.7K) YoY +38.27% (+$137.2K)
(VXUScusip921909768)	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$430.5K	QoQ NEW(+$430.5K) YoY NEW(+$430.5K)
(VOEcusip922908512)	2.6K	QoQ +2.40% (+61) YoY +4.75% (+118)	All Managers (Combined)	$417.7K	QoQ +1.62% (+$6.7K) YoY +7.86% (+$30.4K)
(cusip35473P827)✕	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$417.2K	QoQ NEW(+$417.2K) YoY NEW(+$417.2K)
(IWScusip464287473)	3.2K	QoQ +26.77% (+682) YoY +45.38% (+1.0K)	All Managers (Combined)	$406.8K	QoQ +23.47% (+$77.3K) YoY +46.12% (+$128.4K)
(cusip92204A108)✕	1.2K	QoQ -19.53% (-286) YoY +47.25% (+378)	All Managers (Combined)	$383.5K	QoQ -30.22% (-$166.1K) YoY +50.85% (+$129.3K)
(cusip81369Y407)✕	1.9K	QoQ -60.44% (-3.0K) YoY -8.58% (-182)	All Managers (Combined)	$382.5K	QoQ -65.18% (-$716.2K) YoY -1.84% (-$7.2K)
StoneCo Ltd.(STNEcusipG85158106)	31.4K	QoQ NEW(+31.4K) YoY NEW(+31.4K)	All Managers (Combined)	$329.4K	QoQ NEW(+$329.4K) YoY NEW(+$329.4K)
(XLKcusip81369Y803)	1.6K	QoQ -86.91% (-10.4K) YoY -83.08% (-7.7K)	All Managers (Combined)	$321.9K	QoQ -88.37% (-$2.4M) YoY -83.22% (-$1.6M)
(cusip808524409)✕	12.1K	QoQ -1.94% (-240) YoY +195.45% (+8.0K)	All Managers (Combined)	$321.6K	QoQ -0.02% (-$87) YoY +3.35% (+$10.5K)
(cusip92204A884)✕	2.0K	QoQ -3.48% (-73) YoY +3.05% (+60)	All Managers (Combined)	$300.0K	QoQ -7.57% (-$24.6K) YoY +16.54% (+$42.6K)
MICROSOFT CORP(MSFTcusip594918104)	799	QoQ +16.98% (+116) YoY NEW(+799)	All Managers (Combined)	$299.8K	QoQ +4.19% (+$12.1K) YoY NEW(+$299.8K)
(IWDcusip464287598)	1.6K	QoQ -0.12% (-2) YoY -5.82% (-98)	All Managers (Combined)	$297.9K	QoQ +1.50% (-$4.4K) YoY -1.07% (-$3.2K)
Apple Inc.(AAPLcusip037833100)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$280.4K	QoQ NEW(+$280.4K) YoY NEW(+$280.4K)