Elm Advisors, Llc Buys Vanguard Total Bond Market, iShares Nasdaq Biotechnology Index Fund, Vanguard


Burlingame, CA, based Investment company Elm Advisors, Llc buys Vanguard Total Bond Market, iShares Nasdaq Biotechnology Index Fund, Vanguard Intermediate-Term Bond, Schwab U.S. Large-Cap Value, General Mills Inc, sells AT&T Inc, Mattel Inc, Cerus Corp, Patriot Scientific Corp during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Elm Advisors, Llc. As of 2017-12-31, Elm Advisors, Llc owns 84 stocks with a total value of $134 million. These are the details of the buys and sells.

New Purchases: BND, BIV, SCHV, GIS, Added Positions: VV, IBB, IJR, VNQ, IVV, VO, GWX, VXUS, SCZ, VBR, Reduced Positions: VOO, VTI, SPY, VWO, QQQ, VB, GE, BA, VUG, CERS, Sold Out: T, MAT, PTSC,

For the details of ELM ADVISORS, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=ELM+ADVISORS%2C+LLC

These are the top 5 holdings of ELM ADVISORS, LLCVanguard Total Stock Market (VTI) - 106,971 shares, 10.95% of the total portfolio. Shares reduced by 2.32%Vanguard FTSE All World Ex US (VEU) - 265,730 shares, 10.85% of the total portfolio. Shares added by 0.35%iShares Core S&P 500 (IVV) - 35,347 shares, 7.09% of the total portfolio. Shares added by 1.54%SPDR S&P 500 (SPY) - 33,709 shares, 6.71% of the total portfolio. Shares reduced by 1.78%Vanguard Small-Cap (VB) - 44,704 shares, 4.93% of the total portfolio. Shares reduced by 1.4%New Purchase: Vanguard Total Bond Market (BND)

Elm Advisors, Llc initiated holdings in Vanguard Total Bond Market. The purchase prices were between $81.24 and $82.05, with an estimated average price of $81.68. The stock is now traded at around $81.03. The impact to the portfolio due to this purchase was 0.42%. The holdings were 6,840 shares as of 2017-12-31.

New Purchase: Vanguard Intermediate-Term Bond (BIV)

Elm Advisors, Llc initiated holdings in Vanguard Intermediate-Term Bond. The purchase prices were between $83.52 and $84.84, with an estimated average price of $84.27. The stock is now traded at around $83.32. The impact to the portfolio due to this purchase was 0.21%. The holdings were 3,435 shares as of 2017-12-31.

New Purchase: Schwab U.S. Large-Cap Value (SCHV)

Elm Advisors, Llc initiated holdings in Schwab U.S. Large-Cap Value. The purchase prices were between $52.12 and $54.85, with an estimated average price of $53.4. The stock is now traded at around $55.74. The impact to the portfolio due to this purchase was 0.16%. The holdings were 3,800 shares as of 2017-12-31.

New Purchase: General Mills Inc (GIS)

Elm Advisors, Llc initiated holdings in General Mills Inc. The purchase prices were between $50.1 and $60.18, with an estimated average price of $54.05. The stock is now traded at around $59.28. The impact to the portfolio due to this purchase was 0.15%. The holdings were 3,384 shares as of 2017-12-31.

Added: iShares Nasdaq Biotechnology Index Fund (IBB)

Elm Advisors, Llc added to the holdings in iShares Nasdaq Biotechnology Index Fund by 200.00%. The purchase prices were between $102.58 and $340.85, with an estimated average price of $252.06. The stock is now traded at around $110.41. The impact to the portfolio due to this purchase was 0.3%. The holdings were 5,676 shares as of 2017-12-31.

Sold Out: AT&T Inc (T)

Elm Advisors, Llc sold out the holdings in AT&T Inc. The sale prices were between $32.86 and $39.51, with an estimated average price of $36.15.

Sold Out: Mattel Inc (MAT)

Elm Advisors, Llc sold out the holdings in Mattel Inc. The sale prices were between $13.04 and $18.81, with an estimated average price of $15.86.

Sold Out: Patriot Scientific Corp (PTSC)

Elm Advisors, Llc sold out the holdings in Patriot Scientific Corp. The sale prices were between $0 and $0.02, with an estimated average price of $0.01.

Reduced: Cerus Corp (CERS)

Elm Advisors, Llc reduced to the holdings in Cerus Corp by 21.43%. The sale prices were between $2.76 and $3.93, with an estimated average price of $3.38. The stock is now traded at around $4.23. The impact to the portfolio due to this sale was -0.02%. Elm Advisors, Llc still held 27,500 shares as of 2017-12-31.



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