0001362987-21-000002.txt : 20210405 0001362987-21-000002.hdr.sgml : 20210405 20210405161437 ACCESSION NUMBER: 0001362987-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210405 DATE AS OF CHANGE: 20210405 EFFECTIVENESS DATE: 20210405 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: 21805507 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 03-31-2021 03-31-2021 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 04-05-2021 0 87 160717 false INFORMATION TABLE 2 FinalELM03312021.xml AMAZON COM INC COM Stock 023135106 2352 760 SH SOLE 0 0 0 760 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 179 11382 SH SOLE 0 0 0 11382 INVESCO QQQ TRUST ETF 46090E103 2061 6459 SH SOLE 0 0 0 6459 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 837 6300 SH SOLE 0 0 0 6300 OLD REP INTL CORP COM Stock 680223104 269 12330 SH SOLE 0 0 0 12330 JOHNSON & JOHNSON COM Stock 478160104 830 5049 SH SOLE 0 0 0 5049 WASTE MGMT INC DEL COM Stock 94106L109 887 6875 SH SOLE 0 0 0 6875 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 14949 72325 SH SOLE 0 0 0 72325 COSTCO WHSL CORP NEW COM Stock 22160K105 692 1964 SH SOLE 0 0 0 1964 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 336 6300 SH SOLE 0 0 0 6300 PROCTER AND GAMBLE CO COM Stock 742718109 951 7023 SH SOLE 0 0 0 7023 COCA COLA CO COM Stock 191216100 581 11031 SH SOLE 0 0 0 11031 UNITED PARCEL SERVICE INC CL B Stock 911312106 204 1200 SH SOLE 0 0 0 1200 VANGUARD REAL ESTATE ETF ETF 922908553 4428 48208 SH SOLE 0 0 0 48208 INTEL CORP COM Stock 458140100 1021 15950 SH SOLE 0 0 0 15950 MERCK & CO. INC COM Stock 58933Y105 661 8576 SH SOLE 0 0 0 8576 SPDR S&P 500 ETF ETF 78462F103 9632 24303 SH SOLE 0 0 0 24303 ISHARES MSCI JAPAN ETF ETF 46434G822 308 4500 SH SOLE 0 0 0 4500 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF 922042718 1048 8166 SH SOLE 0 0 0 8166 FEDEX CORP COM Stock 31428X106 483 1700 SH SOLE 0 0 0 1700 SHERWIN WILLIAMS CO COM Stock 824348106 1421 1925 SH SOLE 0 0 0 1925 PEPSICO INC COM Stock 713448108 295 2085 SH SOLE 0 0 0 2085 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1032 16615 SH SOLE 0 0 0 16615 KIMBERLY-CLARK CORP COM Stock 494368103 271 1950 SH SOLE 0 0 0 1950 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 211 2195 SH SOLE 0 0 0 2195 ISHARES S&P SMALL-CAP FUND ETF 464287804 4936 45480 SH SOLE 0 0 0 45480 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 683 2675 SH SOLE 0 0 0 2675 COMCAST CORP NEW CL A Stock 20030N101 418 7717 SH SOLE 0 0 0 7717 MICROSOFT CORP COM Stock 594918104 662 2808 SH SOLE 0 0 0 2808 ISHARES EUROPE ETF ETF 464287861 201 4000 SH SOLE 0 0 0 4000 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 6943 18 SH SOLE 0 0 0 18 VANGUARD ESG U.S. STOCK ETF ETF 921910733 888 12043 SH SOLE 0 0 0 12043 BOEING CO COM Stock 097023105 214 842 SH SOLE 0 0 0 842 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 7414 34632 SH SOLE 0 0 0 34632 VANGUARD MID-CAP INDEX FUND ETF 922908629 2929 13234 SH SOLE 0 0 0 13234 VANGUARD LARGE-CAP INDEX FUND ETF 922908637 5884 31755 SH SOLE 0 0 0 31755 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 219 3350 SH SOLE 0 0 0 3350 VANGUARD S&P 500 ETF ETF 922908363 6979 19156 SH SOLE 0 0 0 19156 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 7071 14854 SH SOLE 0 0 0 14854 VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768 3288 52439 SH SOLE 0 0 0 52439 ISHARES RUSSELL 2000 ETF ETF 464287655 1214 5495 SH SOLE 0 0 0 5495 ENTERGY CORP NEW COM Stock 29364G103 219 2200 SH SOLE 0 0 0 2200 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 687 4150 SH SOLE 0 0 0 4150 VANGUARD VALUE INDEX FUND ETF 922908744 3559 27070 SH SOLE 0 0 0 27070 VANGUARD GROWTH INDEX FUND ETF 922908736 226 880 SH SOLE 0 0 0 880 ISHARES MICRO-CAP ETF ETF 464288869 306 2079 SH SOLE 0 0 0 2079 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 679 7411 SH SOLE 0 0 0 7411 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 434 8420 SH SOLE 0 0 0 8420 CALIFORNIA WTR SVC GROUP COM Stock 130788102 227 4032 SH SOLE 0 0 0 4032 GENUINE PARTS CO COM Stock 372460105 437 3780 SH SOLE 0 0 0 3780 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 1334 15743 SH SOLE 0 0 0 15743 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 16077 264946 SH SOLE 0 0 0 264946 GENERAL DYNAMICS CORP COM Stock 369550108 794 4375 SH SOLE 0 0 0 4375 MCDONALDS CORP COM Stock 580135101 594 2651 SH SOLE 0 0 0 2651 AMETEK INC COM Stock 031100100 204 1600 SH SOLE 0 0 0 1600 DOVER CORP COM Stock 260003108 311 2271 SH SOLE 0 0 0 2271 ISHARES RUSSELL MID-CAP ETF ETF 464287499 2998 40546 SH SOLE 0 0 0 40546 ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND ETF 464287556 814 5406 SH SOLE 0 0 0 5406 ISHARES CORE S&P 500 ETF ETF 464287200 9970 25062 SH SOLE 0 0 0 25062 UNION PAC CORP COM Stock 907818108 926 4202 SH SOLE 0 0 0 4202 JPMORGAN CHASE & CO COM Stock 46625H100 550 3612 SH SOLE 0 0 0 3612 CHEVRON CORP NEW COM Stock 166764100 518 4940 SH SOLE 0 0 0 4940 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2129 43358 SH SOLE 0 0 0 43358 BK OF AMERICA CORP COM Stock 060505104 247 6375 SH SOLE 0 0 0 6375 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 787 5902 SH SOLE 0 0 0 5902 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 1551 29797 SH SOLE 0 0 0 29797 TARGET CORP COM Stock 87612E106 238 1200 SH SOLE 0 0 0 1200 3M CO COM Stock 88579Y101 629 3265 SH SOLE 0 0 0 3265 SPDR S&P INTERNATIONAL SMALL CAP ETF ETF 78463X871 558 14935 SH SOLE 0 0 0 14935 HP INC COM Stock 40434L105 338 10632 SH SOLE 0 0 0 10632 APPLIED MATLS INC COM Stock 038222105 442 3310 SH SOLE 0 0 0 3310 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 1910 26580 SH SOLE 0 0 0 26580 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 815 8086 SH SOLE 0 0 0 8086 DAILY JOURNAL CORP COM Stock 233912104 671 2120 SH SOLE 0 0 0 2120 VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 276 3363 SH SOLE 0 0 0 3363 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 289 4573 SH SOLE 0 0 0 4573 AGILENT TECHNOLOGIES INC COM Stock 00846U101 337 2649 SH SOLE 0 0 0 2649 LOWES COS INC COM Stock 548661107 281 1475 SH SOLE 0 0 0 1475 DEERE & CO COM Stock 244199105 778 2079 SH SOLE 0 0 0 2079 COLGATE PALMOLIVE CO COM Stock 194162103 271 3443 SH SOLE 0 0 0 3443 PAYPAL HLDGS INC COM Stock 70450Y103 389 1600 SH SOLE 0 0 0 1600 ISHARES S&P MIDCAP FUND ETF 464287507 319 1224 SH SOLE 0 0 0 1224 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 2245 41085 SH SOLE 0 0 0 41085 ISHARES MSCI EAFE ETF ETF 464287465 925 12190 SH SOLE 0 0 0 12190 APPLE INC COM Stock 037833100 4542 37181 SH SOLE 0 0 0 37181 WEC ENERGY GROUP INC COM Stock 92939U106 609 6502 SH SOLE 0 0 0 6502 SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF ETF 78468R663 1399 15285 SH SOLE 0 0 0 15285