0001362987-20-000002.txt : 20200407 0001362987-20-000002.hdr.sgml : 20200407 20200406175154 ACCESSION NUMBER: 0001362987-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200407 DATE AS OF CHANGE: 20200406 EFFECTIVENESS DATE: 20200407 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: 20777900 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 03-31-2020 03-31-2020 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 Burlimgame CA 04-06-2020 0 79 122137 false INFORMATION TABLE 2 FinalELM033120.xml AMAZON COM INC COM Stock 023135106 1825 936 SH SOLE 0 0 0 936 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 120 12350 SH SOLE 0 0 0 12350 INVESCO QQQ TRUST ETF 46090E103 1569 8238 SH SOLE 0 0 0 8238 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 530 6600 SH SOLE 0 0 0 6600 OLD REP INTL CORP COM Stock 680223104 217 14215 SH SOLE 0 0 0 14215 JOHNSON & JOHNSON COM Stock 478160104 826 6300 SH SOLE 0 0 0 6300 WASTE MGMT INC DEL COM Stock 94106L109 798 8625 SH SOLE 0 0 0 8625 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 12244 94980 SH SOLE 0 0 0 94980 COSTCO WHSL CORP NEW COM Stock 22160K105 814 2855 SH SOLE 0 0 0 2855 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 391 11450 SH SOLE 0 0 0 11450 PROCTER & GAMBLE CO COM Stock 742718109 802 7293 SH SOLE 0 0 0 7293 COCA COLA CO COM Stock 191216100 579 13081 SH SOLE 0 0 0 13081 VANGUARD REAL ESTATE ETF ETF 922908553 3442 49276 SH SOLE 0 0 0 49276 INTEL CORP COM Stock 458140100 907 16755 SH SOLE 0 0 0 16755 MERCK & CO. INC COM Stock 58933Y105 821 10674 SH SOLE 0 0 0 10674 SPDR S&P 500 ETF ETF 78462F103 7550 29292 SH SOLE 0 0 0 29292 ISHARES MSCI JAPAN ETF ETF 46434G822 318 6437 SH SOLE 0 0 0 6437 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF 922042718 790 10100 SH SOLE 0 0 0 10100 FEDEX CORP COM Stock 31428X106 243 2000 SH SOLE 0 0 0 2000 SHERWIN WILLIAMS CO COM Stock 824348106 896 1950 SH SOLE 0 0 0 1950 PEPSICO INC COM Stock 713448108 330 2750 SH SOLE 0 0 0 2750 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1323 21868 SH SOLE 0 0 0 21868 KIMBERLY CLARK CORP COM Stock 494368103 358 2802 SH SOLE 0 0 0 2802 ISHARES S&P SMALL-CAP FUND ETF 464287804 3382 60281 SH SOLE 0 0 0 60281 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 893 4885 SH SOLE 0 0 0 4885 ALPHABET INC CAP STK CL A Stock 02079K305 231 199 SH SOLE 0 0 0 199 COMCAST CORP NEW CL A Stock 20030N101 405 11794 SH SOLE 0 0 0 11794 MICROSOFT CORP COM Stock 594918104 640 4056 SH SOLE 0 0 0 4056 CERUS CORP COM Stock 157085101 128 27500 SH SOLE 0 0 0 27500 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 5168 19 SH SOLE 0 0 0 19 VANGUARD ESG U.S. STOCK ETF ETF 921910733 576 12590 SH SOLE 0 0 0 12590 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 5008 43379 SH SOLE 0 0 0 43379 VANGUARD MID-CAP INDEX FUND ETF 922908629 1831 13910 SH SOLE 0 0 0 13910 VANGUARD LARGE-CAP INDEX FUND ETF 922908637 4031 34035 SH SOLE 0 0 0 34035 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 284 6410 SH SOLE 0 0 0 6410 VANGUARD S&P 500 ETF ETF 922908363 5930 25039 SH SOLE 0 0 0 25039 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 4997 19010 SH SOLE 0 0 0 19010 VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768 2542 60575 SH SOLE 0 0 0 60575 ISHARES RUSSELL 2000 ETF ETF 464287655 751 6559 SH SOLE 0 0 0 6559 ENTERGY CORP NEW COM Stock 29364G103 207 2200 SH SOLE 0 0 0 2200 VANGUARD VALUE INDEX FUND ETF 922908744 2352 26413 SH SOLE 0 0 0 26413 VANGUARD GROWTH INDEX FUND ETF 922908736 303 1935 SH SOLE 0 0 0 1935 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 443 7738 SH SOLE 0 0 0 7738 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 261 5350 SH SOLE 0 0 0 5350 CALIFORNIA WTR SVC GROUP COM Stock 130788102 252 5000 SH SOLE 0 0 0 5000 NVIDIA CORP COM Stock 67066G104 318 1207 SH SOLE 0 0 0 1207 GENUINE PARTS CO COM Stock 372460105 261 3880 SH SOLE 0 0 0 3880 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 794 9298 SH SOLE 0 0 0 9298 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 11906 290239 SH SOLE 0 0 0 290239 GENERAL DYNAMICS CORP COM Stock 369550108 579 4375 SH SOLE 0 0 0 4375 MCDONALDS CORP COM Stock 580135101 553 3342 SH SOLE 0 0 0 3342 DOVER CORP COM Stock 260003108 267 3185 SH SOLE 0 0 0 3185 ISHARES RUSSELL MID-CAP ETF ETF 464287499 2495 57805 SH SOLE 0 0 0 57805 ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND ETF 464287556 606 5626 SH SOLE 0 0 0 5626 GENERAL ELECTRIC CO COM Stock 369604103 91 11425 SH SOLE 0 0 0 11425 ISHARES CORE S&P 500 ETF ETF 464287200 7892 30540 SH SOLE 0 0 0 30540 UNION PAC CORP COM Stock 907818108 677 4802 SH SOLE 0 0 0 4802 JPMORGAN CHASE & CO COM Stock 46625H100 376 4172 SH SOLE 0 0 0 4172 CHEVRON CORP NEW COM Stock 166764100 388 5350 SH SOLE 0 0 0 5350 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 1970 59101 SH SOLE 0 0 0 59101 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 743 6697 SH SOLE 0 0 0 6697 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 1222 36437 SH SOLE 0 0 0 36437 3M CO COM Stock 88579Y101 467 3420 SH SOLE 0 0 0 3420 SPDR S&P INTERNATIONAL SMALL CAP ETF ETF 78463X871 381 16720 SH SOLE 0 0 0 16720 HP INC COM Stock 40434L105 201 11600 SH SOLE 0 0 0 11600 ALPHABET INC CAP STK CL C Stock 02079K107 243 209 SH SOLE 0 0 0 209 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 1229 27410 SH SOLE 0 0 0 27410 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 767 7675 SH SOLE 0 0 0 7675 DAILY JOURNAL CORP COM Stock 233912104 484 2120 SH SOLE 0 0 0 2120 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 444 7958 SH SOLE 0 0 0 7958 AGILENT TECHNOLOGIES INC COM Stock 00846U101 226 3157 SH SOLE 0 0 0 3157 DEERE & CO COM Stock 244199105 387 2801 SH SOLE 0 0 0 2801 COLGATE PALMOLIVE CO COM Stock 194162103 287 4320 SH SOLE 0 0 0 4320 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 249 4500 SH SOLE 0 0 0 4500 ISHARES S&P MIDCAP FUND ETF 464287507 211 1466 SH SOLE 0 0 0 1466 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 2569 48565 SH SOLE 0 0 0 48565 ISHARES MSCI EAFE ETF ETF 464287465 863 16140 SH SOLE 0 0 0 16140 APPLE INC COM Stock 037833100 3028 11906 SH SOLE 0 0 0 11906 WEC ENERGY GROUP INC COM Stock 92939U106 657 7458 SH SOLE 0 0 0 7458