0001362987-17-000001.txt : 20170117 0001362987-17-000001.hdr.sgml : 20170117 20170117161057 ACCESSION NUMBER: 0001362987-17-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170117 DATE AS OF CHANGE: 20170117 EFFECTIVENESS DATE: 20170117 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: 17530887 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 12-31-2016 12-31-2016 ELM ADVISORS, LLC
1860 EL CAMINO REAL SUITE 200 BURLINGAME CA 94010
13F HOLDINGS REPORT 028-12682 N
Hasina Khan Client Service Manager 650-697-3015 Hasina Khan Burlingame CA 01-17-2017 0 81 111129 false
INFORMATION TABLE 2 Dec312016.xml 3M COMPANY COM 88579y101 672 3765 SH SOLE 0 0 3765 AMAZON.COM INC COM 023135106 907 1210 SH SOLE 0 0 1210 APPLE INC COM 037833100 1493 12891 SH SOLE 0 0 12891 AT&T INC COM USD1 COM 00206r102 305 7173 SH SOLE 0 0 7173 BERKSHIRE HATHAWAY INCDEL CL A COM 084670108 4638 19 SH SOLE 0 0 19 BERKSHIRE HATHAWAY INCDEL CL B COM 084670702 779 4781 SH SOLE 0 0 4781 BOEING CO COM 097023105 236 1515 SH SOLE 0 0 1515 BP PLC SPONSORED ADR COM 055622104 232 6195 SH SOLE 0 0 6195 BRISTOL MYERS SQUIBB COM 110122108 416 7116 SH SOLE 0 0 7116 CALIFORNIA WATER SVC GRPHLDG C COM 130788102 271 8000 SH SOLE 0 0 8000 CERUS CORP COM 157085101 109 25000 SH SOLE 0 0 25000 CHEVRON CORP NEW COM COM 166764100 701 5960 SH SOLE 0 0 5960 COCA COLA CO COM 191216100 517 12467 SH SOLE 0 0 12467 COLGATE-PALMOLIVE CO COM 194162103 288 4400 SH SOLE 0 0 4400 COMCAST CORP NEW CLA COM 20030n101 460 6658 SH SOLE 0 0 6658 COSTCO WHOLESALE CORP COM 22160k105 552 3450 SH SOLE 0 0 3450 DAILY JOURNAL CORP COM COM 233912104 513 2120 SH SOLE 0 0 2120 DEERE & COMPANY COM 244199105 360 3497 SH SOLE 0 0 3497 DOVER CORP COM 260003108 246 3285 SH SOLE 0 0 3285 DU PONT E I DE NEMOURS& CO COM 263534109 302 4118 SH SOLE 0 0 4118 EXXON MOBIL CORP COM 30231g102 288 3190 SH SOLE 0 0 3190 FEDEX CORP COM COM 31428x106 331 1775 SH SOLE 0 0 1775 GENERAL DYNAMICS CRP COM 369550108 919 5325 SH SOLE 0 0 5325 GENERAL ELECTRIC CO COM 369604103 621 19667 SH SOLE 0 0 19667 GENERAL MILLS INC COM 370334104 209 3384 SH SOLE 0 0 3384 GENUINE PARTS CO COM 372460105 399 4180 SH SOLE 0 0 4180 GRANITE CONSTR INC COM 387328107 205 3730 SH SOLE 0 0 3730 HEWLETT PACKARD ENTERPRISECO C COM 42824c109 347 15003 SH SOLE 0 0 15003 HP INC COM COM 40434l105 212 14253 SH SOLE 0 0 14253 INTEL CORP COM 458140100 651 17938 SH SOLE 0 0 17938 INTL BUSINESS MACH COM 459200101 1119 6742 SH SOLE 0 0 6742 JOHNSON & JOHNSON COM 478160104 631 5473 SH SOLE 0 0 5473 JPMORGAN CHASE & CO COM 46625h100 323 3738 SH SOLE 0 0 3738 KELLOGG COMPANY COM 487836108 208 2824 SH SOLE 0 0 2824 KIMBERLY CLARK CORP COM 494368103 351 3079 SH SOLE 0 0 3079 MATTEL INC COM 577081102 252 9133 SH SOLE 0 0 9133 MCDONALDS CORP COM 580135101 551 4525 SH SOLE 0 0 4525 MERCK & CO INC NEW COM COM 58933y105 642 10909 SH SOLE 0 0 10909 MICROSOFT CORP COM 594918104 240 3860 SH SOLE 0 0 3860 OLD REPUBLIC INTL CORP COM 680223104 290 15240 SH SOLE 0 0 15240 PATRIOT SCIENTIFIC CORPCOM COM 70336n107 0 15500 SH SOLE 0 0 15500 PEPSICO INC COM 713448108 283 2705 SH SOLE 0 0 2705 PFIZER INC COM 717081103 239 7352 SH SOLE 0 0 7352 PROCTER AND GAMBLE COCOM COM 742718109 585 6962 SH SOLE 0 0 6962 SHERWIN WILLIAMS CO COM 824348106 672 2500 SH SOLE 0 0 2500 UNION PACIFIC CORP COM 907818108 459 4427 SH SOLE 0 0 4427 WASTE MANAGEMENT INC COM 94106l109 651 9180 SH SOLE 0 0 9180 WEC ENERGY GROUP INC COM COM 92939u106 424 7237 SH SOLE 0 0 7237 WELLS FARGO &COMPANY COMUSD1.6 COM 949746101 207 3750 SH SOLE 0 0 3750 XEROX CORP COM 984121103 108 12425 SH SOLE 0 0 12425 ISHARES CORE S&P 500 ETF COM 464287200 8283 36815 SH SOLE 0 0 36815 ISHARES CORE S&P MID-CAP ETF COM 464287507 221 1339 SH SOLE 0 0 1339 ISHARES CORE S&P SMALL-CAP ETF COM 464287804 3563 25906 SH SOLE 0 0 25906 ISHARES INC MSCI JAPAN ETF COM 46434g822 315 6437 SH SOLE 0 0 6437 ISHARES MSCI EAFE ETF COM 464287465 817 14160 SH SOLE 0 0 14160 ISHARES MSCI EMERGING MARKETS COM 464287234 347 9900 SH SOLE 0 0 9900 ISHARES NASDAQ BIOTECHNOLOGY E COM 464287556 529 1992 SH SOLE 0 0 1992 ISHARES RUSSELL 2000 ETF COM 464287655 780 5785 SH SOLE 0 0 5785 ISHARES S&P SMALLCAP 600 VALUE COM 464287879 730 5215 SH SOLE 0 0 5215 ISHARES TR EAFE SML CPETF COM 464288273 1075 21560 SH SOLE 0 0 21560 ISHARES TR RUS MID-CAPETF COM 464287499 2844 15902 SH SOLE 0 0 15902 POWERSHARES QQQ TR UNITSER 1 COM 73935a104 1069 9019 SH SOLE 0 0 9019 SECTOR SPDR TR SHS BENINT TECH COM 81369y803 322 6650 SH SOLE 0 0 6650 SECTOR SPDR TR SHS BENINT UTIL COM 81369y886 250 5150 SH SOLE 0 0 5150 SPDR INDEX SHS FDS S&PINTL SMA COM 78463x871 410 14140 SH SOLE 0 0 14140 SPDR S&P 500 ETF TRUST UNIT SE COM 78462f103 8179 36589 SH SOLE 0 0 36589 SPDR S&P MIDCAP 400 ETFTR UTSE COM 78467y107 5838 19347 SH SOLE 0 0 19347 VANGUARD FTSE DEVELOPED MARKET COM 921943858 1876 51335 SH SOLE 0 0 51335 VANGUARD INDEX FDS GROWTH ETF COM 922908736 273 2450 SH SOLE 0 0 2450 VANGUARD INDEX FDS MID CAP IND COM 922908629 1607 12205 SH SOLE 0 0 12205 VANGUARD INDEX FDS S&P 500 ETF COM 922908363 4916 23945 SH SOLE 0 0 23945 VANGUARD INDEX FDS SMALL CAP V COM 922908611 203 1680 SH SOLE 0 0 1680 VANGUARD INDEX FDS SMALL CAP V COM 922908751 5842 45300 SH SOLE 0 0 45300 VANGUARD INDEX FDS VALUE ETF COM 922908744 1942 20880 SH SOLE 0 0 20880 VANGUARD INDEX REIT INDEX ETF COM 922908553 3668 44443 SH SOLE 0 0 44443 VANGUARD INTL EQUITY FTSE ALL COM 922042775 11161 252615 SH SOLE 0 0 252615 VANGUARD INTL EQUITY INDEXFUND COM 922042858 1325 37020 SH SOLE 0 0 37020 VANGUARD INTL FTSE ALL WORLD E COM 922042718 450 4785 SH SOLE 0 0 4785 VANGUARD LARGE CAP INDEX COM 922908637 3064 29930 SH SOLE 0 0 29930 VANGUARD TOTAL INTL STOCK INDE COM 921909768 1374 29955 SH SOLE 0 0 29955 VANGUARD TOTAL STK MKT INDEX COM 922908769 11442 99221 SH SOLE 0 0 99221