CLIENT SERVICE MANAGER

0001362987-20-000001.txt : 20200122 0001362987-20-000001.hdr.sgml : 20200122 20200121174950 ACCESSION NUMBER: 0001362987-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200122 DATE AS OF CHANGE: 20200121 EFFECTIVENESS DATE: 20200122 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: 20537190 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 12-31-2019 12-31-2019 ELM ADVISORS, LLC

1860 EL CAMINO REAL SUITE 200 BURLINGAME CA 94010

13F HOLDINGS REPORT 028-12682 N HASINA KHAN CLIENT SERVICE MANAGER 650-697-3013 HASINA KHAN BURLINGAME CA 01-21-2020 0 90 158795 false INFORMATION TABLE 2 FinalELM123119.xml AMAZON COM INC COM Stock 023135106 1822 986 SH SOLE 0 0 0 986 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 196 12350 SH SOLE 0 0 0 12350 INVESCO QQQ TRUST ETF 46090E103 1830 8608 SH SOLE 0 0 0 8608 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 605 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 922 6320 SH SOLE 0 0 0 6320 WASTE MGMT INC DEL COM Stock 94106L109 988 8670 SH SOLE 0 0 0 8670 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 16021 97915 SH SOLE 0 0 0 97915 COSTCO WHSL CORP NEW COM Stock 22160K105 881 2996 SH SOLE 0 0 0 2996 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 514 11450 SH SOLE 0 0 0 11450 PROCTER & GAMBLE CO COM Stock 742718109 911 7293 SH SOLE 0 0 0 7293 COCA COLA CO COM Stock 191216100 724 13081 SH SOLE 0 0 0 13081 VANGUARD REAL ESTATE ETF ETF 922908553 4628 49881 SH SOLE 0 0 0 49881 INTEL CORP COM Stock 458140100 1010 16875 SH SOLE 0 0 0 16875 MERCK & CO INC COM Stock 58933Y105 979 10759 SH SOLE 0 0 0 10759 SPDR S&P 500 ETF ETF 78462F103 9545 29656 SH SOLE 0 0 0 29656 ISHARES MSCI JAPAN ETF ETF 46434G822 381 6437 SH SOLE 0 0 0 6437 VERIZON COMMUNICATIONS INC COM Stock 92343V104 238 3881 SH SOLE 0 0 0 3881 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF 922042718 793 7140 SH SOLE 0 0 0 7140 FEDEX CORP COM Stock 31428X106 302 2000 SH SOLE 0 0 0 2000 SHERWIN WILLIAMS CO COM Stock 824348106 1371 2350 SH SOLE 0 0 0 2350 PEPSICO INC COM Stock 713448108 376 2750 SH SOLE 0 0 0 2750 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1336 21818 SH SOLE 0 0 0 21818 KIMBERLY CLARK CORP COM Stock 494368103 385 2802 SH SOLE 0 0 0 2802 BP PLC SPONSORED ADR ADR 055622104 264 6982 SH SOLE 0 0 0 6982 ISHARES S&P SMALL-CAP FUND ETF 464287804 5039 60096 SH SOLE 0 0 0 60096 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 1137 5021 SH SOLE 0 0 0 5021 ALPHABET INC CAP STK CL A Stock 02079K305 263 196 SH SOLE 0 0 0 196 COMCAST CORP NEW CL A Stock 20030N101 530 11794 SH SOLE 0 0 0 11794 MICROSOFT CORP COM Stock 594918104 678 4300 SH SOLE 0 0 0 4300 CERUS CORP COM Stock 157085101 116 27500 SH SOLE 0 0 0 27500 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 6452 19 SH SOLE 0 0 0 19 VANGUARD ESG U.S. STOCK ETF ETF 921910733 712 12590 SH SOLE 0 0 0 12590 BOEING CO COM Stock 097023105 326 1002 SH SOLE 0 0 0 1002 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 6938 41885 SH SOLE 0 0 0 41885 VANGUARD MID-CAP INDEX FUND ETF 922908629 2367 13285 SH SOLE 0 0 0 13285 VANGUARD LARGE-CAP INDEX FUND ETF 922908637 5072 34305 SH SOLE 0 0 0 34305 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 385 6410 SH SOLE 0 0 0 6410 VANGUARD S&P 500 ETF ETF 922908363 7358 24876 SH SOLE 0 0 0 24876 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 7218 19228 SH SOLE 0 0 0 19228 VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768 2048 36775 SH SOLE 0 0 0 36775 ISHARES RUSSELL 2000 ETF ETF 464287655 1087 6559 SH SOLE 0 0 0 6559 ENTERGY CORP NEW COM Stock 29364G103 264 2200 SH SOLE 0 0 0 2200 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 216 1575 SH SOLE 0 0 0 1575 VANGUARD VALUE INDEX FUND ETF 922908744 3165 26410 SH SOLE 0 0 0 26410 VANGUARD GROWTH INDEX FUND ETF 922908736 334 1835 SH SOLE 0 0 0 1835 ISHARES MICRO-CAP ETF ETF 464288869 262 2638 SH SOLE 0 0 0 2638 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 716 9853 SH SOLE 0 0 0 9853 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 228 4630 SH SOLE 0 0 0 4630 ISHARES CORE MSCI EAFE ETF ETF 46432F842 206 3160 SH SOLE 0 0 0 3160 CALIFORNIA WTR SVC GROUP COM Stock 130788102 273 5300 SH SOLE 0 0 0 5300 NVIDIA CORP COM Stock 67066G104 284 1207 SH SOLE 0 0 0 1207 GENUINE PARTS CO COM Stock 372460105 412 3880 SH SOLE 0 0 0 3880 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 797 9507 SH SOLE 0 0 0 9507 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 16568 308241 SH SOLE 0 0 0 308241 GENERAL DYNAMICS CORP COM Stock 369550108 772 4375 SH SOLE 0 0 0 4375 MCDONALDS CORP COM Stock 580135101 685 3467 SH SOLE 0 0 0 3467 DOVER CORP COM Stock 260003108 367 3185 SH SOLE 0 0 0 3185 ISHARES RUSSELL MID-CAP ETF ETF 464287499 3464 58095 SH SOLE 0 0 0 58095 ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND ETF 464287556 678 5626 SH SOLE 0 0 0 5626 GENERAL ELECTRIC CO COM Stock 369604103 200 17925 SH SOLE 0 0 0 17925 ISHARES CORE S&P 500 ETF ETF 464287200 9926 30709 SH SOLE 0 0 0 30709 UNION PACIFIC CORP COM Stock 907818108 868 4802 SH SOLE 0 0 0 4802 JPMORGAN CHASE & CO COM Stock 46625H100 623 4469 SH SOLE 0 0 0 4469 CHEVRON CORP NEW COM Stock 166764100 810 6720 SH SOLE 0 0 0 6720 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2401 54495 SH SOLE 0 0 0 54495 BANK AMER CORP COM Stock 060505104 225 6375 SH SOLE 0 0 0 6375 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 898 6697 SH SOLE 0 0 0 6697 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 1614 36283 SH SOLE 0 0 0 36283 PFIZER INC COM Stock 717081103 305 7787 SH SOLE 0 0 0 7787 3M CO COM Stock 88579Y101 600 3400 SH SOLE 0 0 0 3400 SPDR S&P INTERNATIONAL SMALL CAP ETF ETF 78463X871 533 16720 SH SOLE 0 0 0 16720 HP INC COM Stock 40434L105 238 11600 SH SOLE 0 0 0 11600 ALPHABET INC CAP STK CL C Stock 02079K107 275 206 SH SOLE 0 0 0 206 APPLIED MATLS INC COM Stock 038222105 247 4050 SH SOLE 0 0 0 4050 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 1912 30700 SH SOLE 0 0 0 30700 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 1171 7285 SH SOLE 0 0 0 7285 DAILY JOURNAL CORP COM Stock 233912104 616 2120 SH SOLE 0 0 0 2120 BRISTOL MYERS SQUIBB CO COM Stock 110122108 511 7958 SH SOLE 0 0 0 7958 AGILENT TECHNOLOGIES INC COM Stock 00846U101 276 3233 SH SOLE 0 0 0 3233 EXXON MOBIL CORP COM Stock 30231G102 266 3817 SH SOLE 0 0 0 3817 DEERE & CO COM Stock 244199105 489 2825 SH SOLE 0 0 0 2825 COLGATE PALMOLIVE CO COM Stock 194162103 308 4480 SH SOLE 0 0 0 4480 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 291 4500 SH SOLE 0 0 0 4500 AUTOZONE INC COM Stock 053332102 226 190 SH SOLE 0 0 0 190 ISHARES S&P MIDCAP FUND ETF 464287507 264 1284 SH SOLE 0 0 0 1284 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 2588 48345 SH SOLE 0 0 0 48345 ISHARES MSCI EAFE ETF ETF 464287465 1121 16140 SH SOLE 0 0 0 16140 APPLE INC COM Stock 037833100 3524 12001 SH SOLE 0 0 0 12001 WEC ENERGY GROUP INC COM Stock 92939U106 688 7458 SH SOLE 0 0 0 7458