Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ELM ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 3, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
298,850 |
$15,238k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
99,754 |
$14,972k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
31,206 |
$9,143k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
29,951 |
$8,828k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
25,607 |
$6,892k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
19,176 |
$6,800k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
41,748 |
$6,540k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
19 |
$6,049k |
|
|
VANGUARD INDEX FDS (922908637)
|
34,505 |
$4,649k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
58,319 |
$4,565k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
51,275 |
$4,481k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
59,493 |
$3,324k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
26,700 |
$2,962k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
47,700 |
$2,531k |
|
|
Apple Inc (037833100)
|
12,401 |
$2,454k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
55,945 |
$2,333k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
13,240 |
$2,213k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
36,560 |
$1,929k |
|
|
Amazon.com Inc (023135106)
|
986 |
$1,867k |
|
|
ISHARES (464288273)
|
30,190 |
$1,733k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
8,708 |
$1,626k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
35,468 |
$1,508k |
|
|
ISHARES TR (464288356)
|
21,428 |
$1,299k |
|
|
SHERWIN WILLIAMS CO (824348106)
|
2,375 |
$1,088k |
|
|
ISHARES (464287879)
|
7,230 |
$1,075k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
4,921 |
$1,049k |
|
|
ISHARES (464287465)
|
15,590 |
$1,025k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
6,585 |
$1,024k |
|
|
WASTE MGMT INC DEL (94106L109)
|
8,770 |
$1,012k |
|
|
INTL BUSINESS MCHN (459200101)
|
6,827 |
$941k |
|
|
MERCK & CO INC (58933Y105)
|
10,821 |
$907k |
|
|
JOHNSON & JOHNSON (478160104)
|
6,349 |
$884k |
|
|
Chevron Corp (166764100)
|
6,720 |
$836k |
|
|
UNION PAC CORP (907818108)
|
4,802 |
$812k |
|
|
INTEL CORP (458140100)
|
16,875 |
$808k |
|
|
PROCTER & GAMBLE CO (742718109)
|
7,293 |
$800k |
|
|
GENERAL DYNAMICS (369550108)
|
4,375 |
$795k |
|
|
COSTCO WHSL CORP (22160K105)
|
2,985 |
$789k |
|
|
MCDONALDS CORP (580135101)
|
3,535 |
$734k |
|
|
VANGUARD INTL EQUITY (922042718)
|
6,855 |
$722k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
8,375 |
$696k |
|
|
COCA-COLA CO (191216100)
|
13,081 |
$666k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
9,844 |
$656k |
|
|
VANGUARD WORLD FD (921910733)
|
12,590 |
$644k |
|
|
WEC ENERGY GROUP INC COM (92939U106)
|
7,557 |
$630k |
|
|
3M CO (88579Y101)
|
3,600 |
$624k |
|
|
ISHARES (464287556)
|
5,626 |
$614k |
|
|
MICROSOFT CORP (594918104)
|
4,430 |
$593k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
4,710 |
$527k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
6,600 |
$515k |
|
|
DAILY JOURNAL CORP (233912104)
|
2,120 |
$505k |
|
|
SPDR INDEX SHS FDS (78463X871)
|
16,760 |
$502k |
|
|
COMCAST CORP (20030N101)
|
11,794 |
$499k |
|
|
Deere & Co (244199105)
|
2,855 |
$473k |
|
|
ISHARES (464287234)
|
11,000 |
$472k |
|
|
GENUINE PARTS CO (372460105)
|
4,180 |
$433k |
|
|
KIMBERLY CLARK CORP (494368103)
|
3,077 |
$410k |
|
|
Boeing Co/The (097023105)
|
1,028 |
$374k |
|
|
PEPSICO INC (713448108)
|
2,750 |
$361k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
6,410 |
$360k |
|
|
ISHARES INC (46434G822)
|
6,437 |
$351k |
|
|
PFIZER INC (717081103)
|
8,017 |
$347k |
|
|
OLD REP INTL CORP (680223104)
|
15,140 |
$339k |
|
|
Bristol-Myers Squibb Co (110122108)
|
7,358 |
$334k |
|
|
FEDEX CORP (31428X106)
|
2,000 |
$328k |
|
|
DOVER CORP (260003108)
|
3,185 |
$319k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
4,230 |
$303k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,835 |
$300k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,519 |
$295k |
|
|
Exxon Mobil Corp (30231G102)
|
3,817 |
$292k |
|
|
BP PLC (055622104)
|
6,982 |
$291k |
|
|
HP INC (40434L105)
|
12,900 |
$268k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
4,500 |
$268k |
|
|
CALIFORNIA WTR SVC (130788102)
|
5,300 |
$268k |
|
|
AGILENT TECHNOLOGIES INC (00846U101)
|
3,233 |
$241k |
|
|
ISHARES (464288869)
|
2,496 |
$233k |
|
|
AUTOZONE INC (053332102)
|
210 |
$231k |
|
|
GENERAL ELECTRIC CO (369604103)
|
21,942 |
$230k |
|
|
ENTERGY CORP (29364G103)
|
2,200 |
$226k |
|
|
VANGUARD MALVERN FDS (922020805)
|
4,570 |
$225k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
3,881 |
$222k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
1,595 |
$208k |
|
|
NVIDIA Corp (67066G104)
|
1,255 |
$206k |
|
|
HEWLETT PACKARD ENTR (42824C109)
|
12,850 |
$192k |
|
|
Cerus Corp (157085101)
|
27,500 |
$155k |
|
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