0001362987-22-000002.txt : 20220401 0001362987-22-000002.hdr.sgml : 20220401 20220401170625 ACCESSION NUMBER: 0001362987-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220401 DATE AS OF CHANGE: 20220401 EFFECTIVENESS DATE: 20220401 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: 22799283 BUSINESS ADDRESS: STREET 1: 111 ANZA BOULEVARD STREET 2: SUITE 120 CITY: BURLINGAME STATE: CA ZIP: 94010 BUSINESS PHONE: 650-697-3013 MAIL ADDRESS: STREET 1: 111 ANZA BOULEVARD STREET 2: SUITE 120 CITY: BURLINGAME STATE: CA ZIP: 94010 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001362987 XXXXXXXX 03-31-2022 03-31-2022 ELM ADVISORS, LLC

111 ANZA BOULEVARD SUITE 120 BURLINGAME CA 94010

13F HOLDINGS REPORT 028-12682 N Hasina Khan 650-697-3013 Hasina Khan Burlingame CA 04-01-2022 0 45 74072 false INFORMATION TABLE 2 FinalELM03312022.xml INVESCO QQQ TRUST ETF 46090E103 1221 3369 SH SOLE 0 0 0 3369 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 509 3200 SH SOLE 0 0 0 3200 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 8393 36863 SH SOLE 0 0 0 36863 VANGUARD REAL ESTATE ETF ETF 922908553 2578 23786 SH SOLE 0 0 0 23785 SPDR S&P 500 ETF ETF 78462F103 4908 10867 SH SOLE 0 0 0 10867 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF 922042718 311 2512 SH SOLE 0 0 0 2512 PEPSICO INC COM Stock 713448108 249 1485 SH SOLE 0 0 0 1485 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 976 16775 SH SOLE 0 0 0 16775 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 236 4390 SH SOLE 0 0 0 4390 ISHARES S&P SMALL-CAP FUND ETF 464287804 2199 20383 SH SOLE 0 0 0 20383 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 762 2160 SH SOLE 0 0 0 2160 MICROSOFT CORP COM Stock 594918104 203 657 SH SOLE 0 0 0 657 VANGUARD ESG U.S. STOCK ETF ETF 921910733 1028 12683 SH SOLE 0 0 0 12683 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 3275 15412 SH SOLE 0 0 0 15412 VANGUARD MID-CAP INDEX FUND ETF 922908629 1653 6951 SH SOLE 0 0 0 6951 VANGUARD LARGE-CAP INDEX FUND ETF 922908637 3763 18050 SH SOLE 0 0 0 18050 VANGUARD S&P 500 ETF ETF 922908363 5176 12466 SH SOLE 0 0 0 12466 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 2738 5582 SH SOLE 0 0 0 5582 VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768 1670 27961 SH SOLE 0 0 0 27961 ISHARES RUSSELL 2000 ETF ETF 464287655 498 2425 SH SOLE 0 0 0 2425 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 390 2217 SH SOLE 0 0 0 2217 VANGUARD VALUE INDEX FUND ETF 922908744 2438 16500 SH SOLE 0 0 0 16500 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 776 7691 SH SOLE 0 0 0 7691 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 502 9795 SH SOLE 0 0 0 9795 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 1602 20136 SH SOLE 0 0 0 20136 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 8773 152327 SH SOLE 0 0 0 152327 MCDONALDS CORP COM Stock 580135101 384 1551 SH SOLE 0 0 0 1551 DOVER CORP COM Stock 260003108 220 1401 SH SOLE 0 0 0 1401 ISHARES RUSSELL MID-CAP ETF ETF 464287499 1373 17590 SH SOLE 0 0 0 17590 ISHARES CORE S&P 500 ETF ETF 464287200 5012 11048 SH SOLE 0 0 0 11047 JPMORGAN CHASE & CO COM Stock 46625H100 281 2058 SH SOLE 0 0 0 2058 CHEVRON CORP NEW COM Stock 166764100 241 1480 SH SOLE 0 0 0 1480 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 1314 27351 SH SOLE 0 0 0 27351 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 696 15095 SH SOLE 0 0 0 15095 SPDR S&P INTERNATIONAL SMALL CAP ETF ETF 78463X871 228 6485 SH SOLE 0 0 0 6485 APPLIED MATLS INC COM Stock 038222105 225 1710 SH SOLE 0 0 0 1710 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 1248 18809 SH SOLE 0 0 0 18809 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 533 5201 SH SOLE 0 0 0 5201 VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 453 5820 SH SOLE 0 0 0 5820 DEERE & CO COM Stock 244199105 494 1189 SH SOLE 0 0 0 1189 AUTOZONE INC COM Stock 053332102 217 106 SH SOLE 0 0 0 106 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 1645 31905 SH SOLE 0 0 0 31905 ISHARES MSCI EAFE ETF ETF 464287465 574 7805 SH SOLE 0 0 0 7805 APPLE INC COM Stock 037833100 1094 6265 SH SOLE 0 0 0 6265 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 1015 11106 SH SOLE 0 0 0 11106