Elm Partners Management LLC Purchases in Q4 2024

Elm Partners Management LLC

  • $1.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
820K
+ 237.35%
$100.16 - $100.7 $82.1M - $82.5M
1.16M $117M
VTI
Vanguard Total Stock Market Et

ETFs
98.5K
+ 12.34%
$280.04 - $302.45 $27.6M - $29.8M
897K $260M
VGSH
Vanguard

ETFs
215K
+ 418.21%
$58.02 - $58.88 $12.5M - $12.6M
266K $15.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
268K
New
$38.37 - $42.82 $10.3M - $11.5M
268K $10.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.09M
+ 124.99%
$25.74 - $53.78 $53.7M - $112M
3.75M $97M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
75K
+ 71.51%
$100.24 - $101.35 $7.51M - $7.6M
180K $18.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.14K
+ 27.24%
$521.84 - $558.82 $4.25M - $4.55M
38K $20.5M
XLK
Technology Sector Spdr

ETFs
5.06K
+ 73.88%
$220.26 - $241.44 $1.11M - $1.22M
11.9K $2.77M
SCHA
Schwab Strategic Tr Us Small C

ETFs
84.2K
+ 189.91%
$25.33 - $51.16 $2.13M - $4.31M
128K $3.32M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
294K
+ 9.24%
$44.04 - $49.49 $13M - $14.6M
3.48M $153M
XLF
Financial Sector Spdr

ETFs
12.1K
+ 113.21%
$44.89 - $51.34 $541K - $619K
22.7K $1.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.88K
+ 15.39%
$91.94 - $100.02 $725K - $788K
59.1K $5.47M
XLY
Select Sector Spdr Consumer Di

ETFs
1.93K
+ 64.94%
$194.8 - $239.43 $376K - $462K
4.9K $1.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.85K
+ 11.96%
$71.75 - $75.11 $635K - $665K
82.9K $5.96M
VDE
Vanguard Energy ETF

ETFs
3K
New
$116.67 - $136.78 $350K - $410K
3K $363K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
62.6K
+ 256.78%
$22.01 - $66.82 $1.38M - $4.18M
86.9K $1.97M
XLC
Select Sector Spdr Tr Communic

ETFs
2.96K
+ 43.34%
$89.66 - $102.16 $265K - $302K
9.79K $947K
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.3K
New
$25.79 - $80.4 $318K - $992K
12.3K $321K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.92K
New
$106.33 - $110.69 $311K - $324K
2.92K $311K
GS
Goldman Sachs Group Inc

Financial Services
536
New
$486.1 - $608.57 $261K - $326K
536 $306K
VAW
Vanguard Materials ETF

ETFs
1.6K
New
$186.91 - $215.32 $299K - $344K
1.6K $300K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.5K
New
$22.4 - $68.28 $280K - $852K
12.5K $289K
XLV
Select Sector Spdr Fund Health

ETFs
2.17K
+ 45.66%
$136.28 - $154.74 $296K - $336K
6.93K $953K
ABBV
Abb Vie Inc.

Healthcare
1.15K
New
$164.99 - $203.87 $190K - $234K
1.15K $204K
XLI
Industrial Sector Spdr

ETFs
1.24K
+ 55.04%
$131.76 - $143.99 $164K - $179K
3.5K $461K
VEA
Vanguard Ftse Developed Market

ETFs
3.31K
+ 36.33%
$47.57 - $52.44 $157K - $173K
12.4K $593K
MSFT
Microsoft Corp

Technology
212
+ 45.01%
$406.35 - $454.46 $86.1K - $96.3K
683 $287K
VCR
Vanguard Consumer Discretionar

ETFs
42
+ 2.95%
$328.51 - $401.37 $13.8K - $16.9K
1.46K $549K
VOX
Vanguard Communication Service

ETFs
133
+ 6.78%
$144.31 - $163.57 $19.2K - $21.8K
2.1K $324K
IWS
Ishares Russell Midcap Value E

ETFs
326
+ 14.68%
$128.08 - $140.32 $41.8K - $45.7K
2.55K $329K
IWN
Ishares Russell2000 Val ETF

ETFs
155
+ 9.93%
$162.69 - $181.35 $25.2K - $28.1K
1.72K $281K
VBR
Vanguard Small Cap Value ETF

ETFs
15
+ 0.54%
$197.36 - $217.3 $2.96K - $3.26K
2.79K $553K
VOE
Vanguard Mid Cap Value Index F

ETFs
57
+ 2.29%
$160.89 - $176.18 $9.17K - $10K
2.54K $411K
XLB
Select Sector Spdr Fd Material

ETFs
8
+ 0.31%
$83.8 - $97.58 $670 - $781
2.62K $220K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
73.4K
+ 107.07%
$18.41 - $40.87 $1.35M - $3M
142K $2.63M
SCHC
Schwab Strategic Tr Intl Small

ETFs
277
+ 0.46%
$33.93 - $38.37 $9.4K - $10.6K
60.9K $2.09M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
21.7K
+ 2.67%
$20.55 - $23.26 $446K - $505K
833K $17.6M
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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