0001362987-18-000002.txt : 20180406 0001362987-18-000002.hdr.sgml : 20180406 20180406120851 ACCESSION NUMBER: 0001362987-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180406 DATE AS OF CHANGE: 20180406 EFFECTIVENESS DATE: 20180406 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ELM ADVISORS, LLC CENTRAL INDEX KEY: 0001362987 IRS NUMBER: 141928374 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12682 FILM NUMBER: 18742502 BUSINESS ADDRESS: STREET 1: 1860 EL CAMINO REAL STREET 2: SUITE 200 CITY: BURLINGAME STATE: CA ZIP: 94010 BUSINESS PHONE: 650-697-3013 MAIL ADDRESS: STREET 1: 1860 EL CAMINO REAL STREET 2: SUITE 200 CITY: BURLINGAME STATE: CA ZIP: 94010 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001362987 XXXXXXXX 03-31-2018 03-31-2018 ELM ADVISORS, LLC

1860 EL CAMINO REAL SUITE 200 BURLINGAME CA 94010

13F HOLDINGS REPORT 028-12682 N HASINA KHAN 650-697-3013 HASINA KHAN BURLINGAME CA 04-06-2018 0 82 129379 false INFORMATION TABLE 2 ELM13F033118.xml AMAZON COM INC COM Stock 023135106 1285 888 SH SOLE 0 0 0 888 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 254 14500 SH SOLE 0 0 0 14500 POWERSHARES QQQ TRUST, SERIES 1 ETF 73935A104 1415 8838 SH SOLE 0 0 0 8838 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 412 6300 SH SOLE 0 0 0 6300 OLD REP INTL CORP COM Stock 680223104 360 16765 SH SOLE 0 0 0 16765 JOHNSON & JOHNSON COM Stock 478160104 683 5329 SH SOLE 0 0 0 5329 WASTE MGMT INC DEL COM Stock 94106L109 686 8150 SH SOLE 0 0 0 8150 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 14138 104171 SH SOLE 0 0 0 104171 COSTCO WHSL CORP NEW COM Stock 22160K105 643 3410 SH SOLE 0 0 0 3410 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 478 9900 SH SOLE 0 0 0 9900 PROCTER AND GAMBLE CO COM Stock 742718109 529 6670 SH SOLE 0 0 0 6670 COCA COLA CO COM Stock 191216100 567 13055 SH SOLE 0 0 0 13055 VANGUARD REAL ESTATE ETF ETF 922908553 3756 49769 SH SOLE 0 0 0 49769 INTEL CORP COM Stock 458140100 894 17160 SH SOLE 0 0 0 17160 MERCK & CO INC COM Stock 58933Y105 570 10471 SH SOLE 0 0 0 10471 SPDR S&P 500 ETF ETF 78462F103 8781 33369 SH SOLE 0 0 0 33369 ISHARES MSCI JAPAN ETF ETF 46434G822 391 6437 SH SOLE 0 0 0 6437 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF 922042718 577 4835 SH SOLE 0 0 0 4835 FEDEX CORP COM Stock 31428X106 420 1750 SH SOLE 0 0 0 1750 SHERWIN WILLIAMS CO COM Stock 824348106 931 2375 SH SOLE 0 0 0 2375 PEPSICO INC COM Stock 713448108 235 2155 SH SOLE 0 0 0 2155 KIMBERLY CLARK CORP COM Stock 494368103 353 3202 SH SOLE 0 0 0 3202 BP PLC SPONSORED ADR ADR 055622104 251 6195 SH SOLE 0 0 0 6195 DOWDUPONT INC COM Stock 26078J100 377 5919 SH SOLE 0 0 0 5919 ISHARES S&P SMALL-CAP FUND ETF 464287804 4181 54297 SH SOLE 0 0 0 54297 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 942 4721 SH SOLE 0 0 0 4721 COMCAST CORP NEW CL A Stock 20030N101 432 12634 SH SOLE 0 0 0 12634 MICROSOFT CORP COM Stock 594918104 366 4015 SH SOLE 0 0 0 4015 CERUS CORP COM Stock 157085101 151 27500 SH SOLE 0 0 0 27500 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 5683 19 SH SOLE 0 0 0 19 BOEING CO COM Stock 097023105 386 1176 SH SOLE 0 0 0 1176 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 6390 43496 SH SOLE 0 0 0 43496 VANGUARD MID-CAP INDEX FUND ETF 922908629 2066 13398 SH SOLE 0 0 0 13398 VANGUARD LARGE-CAP INDEX FUND ETF 922908637 4225 34860 SH SOLE 0 0 0 34860 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 201 3800 SH SOLE 0 0 0 3800 VANGUARD S&P 500 ETF ETF 922908363 5350 22101 SH SOLE 0 0 0 22101 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 6410 18757 SH SOLE 0 0 0 18757 VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768 1787 31605 SH SOLE 0 0 0 31605 ISHARES RUSSELL 2000 ETF ETF 464287655 928 6110 SH SOLE 0 0 0 6110 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 214 1650 SH SOLE 0 0 0 1650 VANGUARD VALUE INDEX FUND ETF 922908744 2381 23080 SH SOLE 0 0 0 23080 VANGUARD GROWTH INDEX FUND ETF 922908736 260 1835 SH SOLE 0 0 0 1835 ISHARES MICRO-CAP ETF ETF 464288869 222 2312 SH SOLE 0 0 0 2312 CALIFORNIA WTR SVC GROUP COM Stock 130788102 224 6000 SH SOLE 0 0 0 6000 NVIDIA CORP COM Stock 67066G104 256 1105 SH SOLE 0 0 0 1105 GENUINE PARTS CO COM Stock 372460105 376 4180 SH SOLE 0 0 0 4180 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 557 6970 SH SOLE 0 0 0 6970 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 14158 260405 SH SOLE 0 0 0 260405 GENERAL DYNAMICS CORP COM Stock 369550108 966 4375 SH SOLE 0 0 0 4375 MCDONALDS CORP COM Stock 580135101 592 3785 SH SOLE 0 0 0 3785 DOVER CORP COM Stock 260003108 332 3385 SH SOLE 0 0 0 3385 ISHARES RUSSELL MID-CAP ETF ETF 464287499 3023 14642 SH SOLE 0 0 0 14642 ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND ETF 464287556 601 5626 SH SOLE 0 0 0 5626 GENERAL ELECTRIC CO COM Stock 369604103 254 18842 SH SOLE 0 0 0 18842 ISHARES CORE S&P 500 ETF ETF 464287200 8438 31797 SH SOLE 0 0 0 31797 WELLS FARGO CO NEW COM Stock 949746101 222 4235 SH SOLE 0 0 0 4235 UNION PAC CORP COM Stock 907818108 582 4327 SH SOLE 0 0 0 4327 JPMORGAN CHASE & CO COM Stock 46625H100 430 3914 SH SOLE 0 0 0 3914 CHEVRON CORP NEW COM Stock 166764100 643 5640 SH SOLE 0 0 0 5640 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2219 50145 SH SOLE 0 0 0 50145 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1053 6862 SH SOLE 0 0 0 6862 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 1533 32640 SH SOLE 0 0 0 32640 PFIZER INC COM Stock 717081103 264 7452 SH SOLE 0 0 0 7452 3M CO COM Stock 88579Y101 812 3700 SH SOLE 0 0 0 3700 SPDR S&P INTERNATIONAL SMALL CAP ETF ETF 78463X871 559 15795 SH SOLE 0 0 0 15795 HP INC COM Stock 40434L105 301 13750 SH SOLE 0 0 0 13750 APPLIED MATLS INC COM Stock 038222105 320 5750 SH SOLE 0 0 0 5750 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 1589 24380 SH SOLE 0 0 0 24380 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 829 5495 SH SOLE 0 0 0 5495 DAILY JOURNAL CORP COM Stock 233912104 484 2120 SH SOLE 0 0 0 2120 GRANITE CONSTR INC COM Stock 387328107 208 3730 SH SOLE 0 0 0 3730 BRISTOL MYERS SQUIBB CO COM Stock 110122108 404 6388 SH SOLE 0 0 0 6388 AGILENT TECHNOLOGIES INC COM Stock 00846U101 221 3309 SH SOLE 0 0 0 3309 EXXON MOBIL CORP COM Stock 30231G102 215 2880 SH SOLE 0 0 0 2880 LOWES COS INC COM Stock 548661107 208 2375 SH SOLE 0 0 0 2375 DEERE & CO COM Stock 244199105 493 3172 SH SOLE 0 0 0 3172 COLGATE PALMOLIVE CO COM Stock 194162103 316 4405 SH SOLE 0 0 0 4405 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 248 4900 SH SOLE 0 0 0 4900 ISHARES S&P MIDCAP FUND ETF 464287507 285 1519 SH SOLE 0 0 0 1519 ISHARES MSCI EAFE ETF ETF 464287465 1118 16050 SH SOLE 0 0 0 16050 APPLE INC COM Stock 037833100 2046 12192 SH SOLE 0 0 0 12192 WEC ENERGY GROUP INC COM Stock 92939U106 438 6993 SH SOLE 0 0 0 6993