Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ELM ADVISORS LLC | 04-01-2022 | 03-31-2022 | 45 | 74,072,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX US INDEX FUND | ETF | 1 | $8,773,000 | 152,327 | 11.84 | 9.47 | -125,766 | -45.22 | 03-31-2022 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | ETF | 2 | $8,393,000 | 36,863 | 11.33 | 9.22 | -31,868 | -46.37 | 03-31-2022 |
| VANGUARD S&P 500 ETF | ETF | 3 | $5,176,000 | 12,466 | 6.99 | 4.90 | -7,721 | -38.25 | 03-31-2022 |
| ISHARES CORE S&P 500 ETF | ETF | 4 | $5,012,000 | 11,048 | 6.77 | 6.11 | -12,015 | -52.10 | 03-31-2022 |
