0001362987-19-000003.txt : 20190703 0001362987-19-000003.hdr.sgml : 20190703 20190703115616 ACCESSION NUMBER: 0001362987-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190703 DATE AS OF CHANGE: 20190703 EFFECTIVENESS DATE: 20190703 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: 19940635 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 06-30-2019 06-30-2019 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 07-03-2019 0 85 146500 false INFORMATION TABLE 2 FinalELM063019.xml AMAZON COM INC COM Stock 023135106 1867 986 SH SOLE 0 0 0 986 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 192 12850 SH SOLE 0 0 0 12850 INVESCO QQQ TRUST ETF 46090E103 1626 8708 SH SOLE 0 0 0 8708 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 515 6600 SH SOLE 0 0 0 6600 OLD REP INTL CORP COM Stock 680223104 339 15140 SH SOLE 0 0 0 15140 JOHNSON & JOHNSON COM Stock 478160104 884 6349 SH SOLE 0 0 0 6349 WASTE MGMT INC DEL COM Stock 94106L109 1012 8770 SH SOLE 0 0 0 8770 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 14972 99754 SH SOLE 0 0 0 99754 COSTCO WHSL CORP NEW COM Stock 22160K105 789 2985 SH SOLE 0 0 0 2985 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 472 11000 SH SOLE 0 0 0 11000 PROCTER AND GAMBLE CO COM Stock 742718109 800 7293 SH SOLE 0 0 0 7293 COCA COLA CO COM Stock 191216100 666 13081 SH SOLE 0 0 0 13081 VANGUARD REAL ESTATE ETF ETF 922908553 4481 51275 SH SOLE 0 0 0 51275 INTEL CORP COM Stock 458140100 808 16875 SH SOLE 0 0 0 16875 MERCK & CO INC COM Stock 58933Y105 907 10821 SH SOLE 0 0 0 10821 SPDR S&P 500 ETF ETF 78462F103 9143 31206 SH SOLE 0 0 0 31206 ISHARES MSCI JAPAN ETF ETF 46434G822 351 6437 SH SOLE 0 0 0 6437 VERIZON COMMUNICATIONS INC COM Stock 92343V104 222 3881 SH SOLE 0 0 0 3881 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF 922042718 722 6855 SH SOLE 0 0 0 6855 FEDEX CORP COM Stock 31428X106 328 2000 SH SOLE 0 0 0 2000 SHERWIN WILLIAMS CO COM Stock 824348106 1088 2375 SH SOLE 0 0 0 2375 PEPSICO INC COM Stock 713448108 361 2750 SH SOLE 0 0 0 2750 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1299 21428 SH SOLE 0 0 0 21428 KIMBERLY CLARK CORP COM Stock 494368103 410 3077 SH SOLE 0 0 0 3077 BP PLC SPONSORED ADR ADR 055622104 291 6982 SH SOLE 0 0 0 6982 ISHARES S&P SMALL-CAP FUND ETF 464287804 4565 58319 SH SOLE 0 0 0 58319 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 1049 4921 SH SOLE 0 0 0 4921 COMCAST CORP NEW CL A Stock 20030N101 499 11794 SH SOLE 0 0 0 11794 MICROSOFT CORP COM Stock 594918104 593 4430 SH SOLE 0 0 0 4430 CERUS CORP COM Stock 157085101 155 27500 SH SOLE 0 0 0 27500 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 6049 19 SH SOLE 0 0 0 19 VANGUARD ESG U.S. STOCK ETF ETF 921910733 644 12590 SH SOLE 0 0 0 12590 BOEING CO COM Stock 097023105 374 1028 SH SOLE 0 0 0 1028 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 6540 41748 SH SOLE 0 0 0 41748 VANGUARD MID-CAP INDEX FUND ETF 922908629 2213 13240 SH SOLE 0 0 0 13240 VANGUARD LARGE-CAP INDEX FUND ETF 922908637 4649 34505 SH SOLE 0 0 0 34505 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 360 6410 SH SOLE 0 0 0 6410 VANGUARD S&P 500 ETF ETF 922908363 6892 25607 SH SOLE 0 0 0 25607 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 6800 19176 SH SOLE 0 0 0 19176 VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768 1929 36560 SH SOLE 0 0 0 36560 ISHARES RUSSELL 2000 ETF ETF 464287655 1024 6585 SH SOLE 0 0 0 6585 ENTERGY CORP NEW COM Stock 29364G103 226 2200 SH SOLE 0 0 0 2200 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 208 1595 SH SOLE 0 0 0 1595 VANGUARD VALUE INDEX FUND ETF 922908744 2962 26700 SH SOLE 0 0 0 26700 VANGUARD GROWTH INDEX FUND ETF 922908736 300 1835 SH SOLE 0 0 0 1835 ISHARES MICRO-CAP ETF ETF 464288869 233 2496 SH SOLE 0 0 0 2496 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 656 9844 SH SOLE 0 0 0 9844 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 225 4570 SH SOLE 0 0 0 4570 CALIFORNIA WTR SVC GROUP COM Stock 130788102 268 5300 SH SOLE 0 0 0 5300 NVIDIA CORP COM Stock 67066G104 206 1255 SH SOLE 0 0 0 1255 GENUINE PARTS CO COM Stock 372460105 433 4180 SH SOLE 0 0 0 4180 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 696 8375 SH SOLE 0 0 0 8375 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 15238 298850 SH SOLE 0 0 0 298850 GENERAL DYNAMICS CORP COM Stock 369550108 795 4375 SH SOLE 0 0 0 4375 MCDONALDS CORP COM Stock 580135101 734 3535 SH SOLE 0 0 0 3535 DOVER CORP COM Stock 260003108 319 3185 SH SOLE 0 0 0 3185 ISHARES RUSSELL MID-CAP ETF ETF 464287499 3324 59493 SH SOLE 0 0 0 59493 ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND ETF 464287556 614 5626 SH SOLE 0 0 0 5626 GENERAL ELECTRIC CO COM Stock 369604103 230 21942 SH SOLE 0 0 0 21942 ISHARES CORE S&P 500 ETF ETF 464287200 8828 29951 SH SOLE 0 0 0 29951 UNION PACIFIC CORP COM Stock 907818108 812 4802 SH SOLE 0 0 0 4802 JPMORGAN CHASE & CO COM Stock 46625H100 527 4710 SH SOLE 0 0 0 4710 CHEVRON CORP NEW COM Stock 166764100 836 6720 SH SOLE 0 0 0 6720 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2333 55945 SH SOLE 0 0 0 55945 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 941 6827 SH SOLE 0 0 0 6827 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 1508 35468 SH SOLE 0 0 0 35468 PFIZER INC COM Stock 717081103 347 8017 SH SOLE 0 0 0 8017 3M CO COM Stock 88579Y101 624 3600 SH SOLE 0 0 0 3600 SPDR S&P INTERNATIONAL SMALL CAP ETF ETF 78463X871 502 16760 SH SOLE 0 0 0 16760 HP INC COM Stock 40434L105 268 12900 SH SOLE 0 0 0 12900 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 1733 30190 SH SOLE 0 0 0 30190 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 1075 7230 SH SOLE 0 0 0 7230 DAILY JOURNAL CORP COM Stock 233912104 505 2120 SH SOLE 0 0 0 2120 BRISTOL MYERS SQUIBB CO COM Stock 110122108 334 7358 SH SOLE 0 0 0 7358 AGILENT TECHNOLOGIES INC COM Stock 00846U101 241 3233 SH SOLE 0 0 0 3233 EXXON MOBIL CORP COM Stock 30231G102 292 3817 SH SOLE 0 0 0 3817 DEERE & CO COM Stock 244199105 473 2855 SH SOLE 0 0 0 2855 COLGATE PALMOLIVE CO COM Stock 194162103 303 4230 SH SOLE 0 0 0 4230 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 268 4500 SH SOLE 0 0 0 4500 AUTOZONE INC COM Stock 053332102 231 210 SH SOLE 0 0 0 210 ISHARES S&P MIDCAP FUND ETF 464287507 295 1519 SH SOLE 0 0 0 1519 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 2531 47700 SH SOLE 0 0 0 47700 ISHARES MSCI EAFE ETF ETF 464287465 1025 15590 SH SOLE 0 0 0 15590 APPLE INC COM Stock 037833100 2454 12401 SH SOLE 0 0 0 12401 WEC ENERGY GROUP INC COM Stock 92939U106 630 7557 SH SOLE 0 0 0 7557